SkyBridge Anticipates Volatility Surge, Expresses Cautious Optimism for Bitcoin
SkyBridge Capital, a prominent alternative asset management firm, is shifting its focus towards macro strategies. This decision comes amid heightened market volatility, a consequence of ongoing policy uncertainty under the U.S. administration. During a recent discussion at the World Economic Forum in Davos, founder Anthony Scaramucci expressed optimism about the firm’s strategic realignment.
Strategic Shift Towards Macro Strategies
Scaramucci noted that macro traders have performed well amidst this volatility. He stated, “Because of the volatility, the macro traders have done better.” His firm has adjusted its SkyBridge Opportunity Fund, increasing its macro allocation from 65% to 69%. This adjustment reflects a response to changing market conditions and emphasizes the importance of adaptable investment strategies.
Bitcoin’s Resilience Despite Market Fluctuations
As a firm deeply invested in digital assets, SkyBridge remains optimistic about Bitcoin. Scaramucci believes that despite a significant decline from last year’s peak, Bitcoin’s long-term trajectory is unchanged. He explained, “This is more of a timing issue than a direction issue.” He emphasized the importance of consolidation in the crypto market.
- Bitcoin reached an all-time high of over $126,000 in October 2025.
- A crash followed, resulting in over $19 billion in liquidations—the largest in crypto history.
- Currently, Bitcoin is valued below $90,000, approximately 28% lower than its October peak.
Scaramucci has set ambitious targets for Bitcoin, hoping for a rebound to between $125,000 and $150,000. However, he acknowledged the unpredictability of the cryptocurrency, stating, “But it’s Bitcoin … (it) does whatever it wants.”
Legislative Developments in the Crypto Space
Scaramucci has previously projected Bitcoin prices could reach $170,000 by late 2025. Despite his optimism, he noted a collective overenthusiasm regarding potential regulatory advancements in the crypto space. Significant legislation, including the ratified stablecoin bill and the pending Clarity Act, is currently under consideration by Congress.
The Clarity Act aims to define the classification of crypto tokens, potentially impacting the future landscape of digital assets. Scaramucci’s insights reflect a cautious yet hopeful outlook for 2025, stating, “I’m cautiously optimistic. I think we’ll have an OK year.”
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