Anthony Scaramucci分享了大胆的比特币预测和ETF前景

Skybridge Capital创始人Anthony Scaramucci就其公司的CRPT ETF，Stablecoin法规和基于Altcoin的投资工具的未来提供了新的见解

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的创始人Anthony Scaramucci最近分享了他对该公司CRPT ETF的想法，Stablecoin监管的前景以及基于Altcoin的投资工具的潜力。

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不投资加密货币。相反，它跟踪集成到加密行业的公司的业绩。

“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解释说：“当时，比特币ETF不存在。因此，这使我们的客户与比特币具有很高的相关性。但是，许多主要的机构咨询公司当时不想投资比特币，而今天他们仍然没有。”

Bitcoin’s path to institutions

比特币的机构道路

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

根据Scaramucci的说法，比特币正在迅速从技术库存篮中发展出来，变得更像是数字黄金。

“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.”

“我认为，当比特币钱包从3亿到10亿美元时，枢轴将发生。那时，比特币的波动将下降。然后，我们真的会看到这些机构很大程度上出现了。”

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

但是，Scaramucci提出了一个关键问题：比特币只是投资，还是像黄金这样的独立资产类别？

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.

如果仅仅是一项投资，那么市值1-3万亿美元似乎是合理的。但是，如果这是资产类别，那么可能是长期目标的20万亿美元。

Stablecoin regulation: A national imperative

Stablecoin法规：国家命令

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

Scaramucci转向迫切问题，强调了美国在该领域的关键作用。

“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.”

“我们有一项在国会中讨论的稳定法案。这非常重要，因为例如，系绳现在持有的美国国债比日本或德国的整个国家更重要。”

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.

他补充说，对于美国的驾驶员，维持财务领导力和稳定是至关重要的。

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承认围绕特朗普与加密货币倡议的政治争议，指出了对限制的宪法限制以及透明度维持公众信任的重要性。

Altcoin ETFs: Solana takes the lead

Altcoin ETF：Solana领先

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

关于AltCoins的主题，Scaramucci将Solana确定为ETF暴露的最有前途的候选人。

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

Skybridge已投资于Solq，这是一种专注于Solana的ETF，该ETF以其高吞吐量和低潜伏期而闻名。

“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.”

“我们喜欢Solq，因为它具有积分奖励，这对我们特别有吸引力。他们能够从Solana Stake中产生额外的回报。”

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

尽管Scaramucci认为在Avalanche和Polkadot中有潜力获得未来的ETF机会，但他目前强调了Solana的优势。

“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.”

“我认为Solana是目前最好的位置，因为其性能，其生态系统的增长速度以及在Solana链上建立的项目的质量。”

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的见解强调了加密货币成熟为主流金融的更广泛的叙述，美国正处于一个十字路口，以进行监管清晰度，机构采用和产品创新。