Anthony Scaramucci分享了大膽的比特幣預測和ETF前景

Skybridge Capital創始人Anthony Scaramucci就其公司的CRPT ETF，Stablecoin法規和基於Altcoin的投資工具的未來提供了新的見解

Anthony Scaramucci, the founder of SkyBridge Capital, recently shared his thoughts on the firm's CRPT ETF, the outlook for stablecoin regulation, and the potential for altcoin-based investment vehicles.

Skybridge Capital的創始人Anthony Scaramucci最近分享了他對該公司CRPT ETF的想法，Stablecoin監管的前景以及基於Altcoin的投資工具的潛力。

CRPT, which was launched four years ago, does not invest in cryptocurrencies. Instead, it tracks the performance of companies that are integrated into the crypto industry.

四年前推出的CRPT不投資加密貨幣。相反，它跟踪集成到加密行業的公司的業績。

“At the time, Bitcoin ETFs didn’t exist. So this gave our clients exposure with very high correlation to Bitcoin. But a lot of the major institutional consulting firms didn’t want to invest in Bitcoin at the time, and they still don’t today,” Scaramucci explained.

Scaramucci解釋說：“當時，比特幣ETF不存在。因此，這使我們的客戶與比特幣具有很高的相關性。但是，許多主要的機構諮詢公司當時不想投資比特幣，而今天他們仍然沒有。”

Bitcoin’s path to institutions

比特幣的機構道路

According to Scaramucci, Bitcoin is quickly evolving out of the tech stock basket, becoming more like digital gold.

根據Scaramucci的說法，比特幣正在迅速從技術庫存籃中發展出來，變得更像是數字黃金。

“I think the pivot will happen when the Bitcoin wallets go from 300 million to 1 billion. At that point, the Bitcoin volatility will come down. Then we’ll really see the institutions come in in a big way.”

“我認為，當比特幣錢包從3億到10億美元時，樞軸將發生。那時，比特幣的波動將下降。然後，我們真的會看到這些機構很大程度上出現了。”

However, Scaramucci posed a key question: Is Bitcoin just an investment, or is it a standalone asset class like gold?

但是，Scaramucci提出了一個關鍵問題：比特幣只是投資，還是像黃金這樣的獨立資產類別？

If it’s merely an investment, then a $1–3 trillion market cap seems reasonable. But if it’s an asset class, then perhaps $20 trillion could be the long-term target.

如果僅僅是一項投資，那麼市值1-3萬億美元似乎是合理的。但是，如果這是資產類別，那麼可能是長期目標的20萬億美元。

Stablecoin regulation: A national imperative

Stablecoin法規：國家命令

Turning to the pressing issue of stablecoin legislation, Scaramucci highlighted the critical role of the U.S. in this domain.

Scaramucci轉向迫切問題，強調了美國在該領域的關鍵作用。

“We have a stablecoin bill that’s being discussed in Congress. It’s very important because, for instance, Tether now holds more U.S. Treasury bonds than the entire country of Japan or Germany.”

“我們有一項在國會中討論的穩定法案。這非常重要，因為例如，繫繩現在持有的美國國債比日本或德國的整個國家更重要。”

He added that it’s crucial for the U.S. to be in the driver’s seat of stablecoin regulation to maintain financial leadership and stability.

他補充說，對於美國的駕駛員，維持財務領導力和穩定是至關重要的。

Scaramucci acknowledged the political controversy surrounding Trump-linked crypto initiatives, noting the constitutional limits on restrictions and the importance of transparency to sustain public trust.

Scaramucci承認圍繞特朗普與加密貨幣倡議的政治爭議，指出了對限制的憲法限制以及透明度維持公眾信任的重要性。

Altcoin ETFs: Solana takes the lead

Altcoin ETF：Solana領先

On the topic of altcoins, Scaramucci identified Solana as the most promising candidate for ETF exposure.

關於AltCoins的主題，Scaramucci將Solana確定為ETF暴露的最有前途的候選人。

SkyBridge has invested in SolQ, an ETF that focuses on Solana, which is known for its high throughput and low latency.

Skybridge已投資於Solq，這是一種專注於Solana的ETF，該ETF以其高吞吐量和低潛伏期而聞名。

“We like SolQ because it has the staking rewards, which is particularly appealing to us. They’re able to generate additional return from the Solana stake.”

“我們喜歡Solq，因為它具有積分獎勵，這對我們特別有吸引力。他們能夠從Solana Stake中產生額外的回報。”

While Scaramucci sees potential in Avalanche and Polkadot for future ETF opportunities, he highlighted Solana's edge at present.

儘管Scaramucci認為在Avalanche和Polkadot中有潛力獲得未來的ETF機會，但他目前強調了Solana的優勢。

“I think Solana is the best positioned right now because of its performance, the speed at which its ecosystem is growing, and the quality of the projects that are being built on the Solana chain.”

“我認為Solana是目前最好的位置，因為其性能，其生態系統的增長速度以及在Solana鏈上建立的項目的質量。”

Scaramucci's insights highlight a broader narrative of crypto's maturation into mainstream finance, with the U.S. at a crossroads for regulatory clarity, institutional adoption, and product innovation.

Scaramucci的見解強調了加密貨幣成熟為主流金融的更廣泛的敘述，美國正處於一個十字路口，以進行監管清晰度，機構採用和產品創新。