Scaramucci Predicts Altcoin Recovery Amid 2026 Rate-Cut Tailwinds After Tough 2025

Anthony Scaramucci, founder of SkyBridge Capital, is positioning for a potential altcoin resurgence in 2026, citing improving market conditions driven by anticipated Federal Reserve rate cuts, looser financial conditions, and renewed momentum for crypto legislation. In a December 31st interview with Altcoin Daily, the prominent investor characterized 2025 as "unexpectedly bruising" for the sector but argued that extreme bearish sentiment has created a favorable setup for quality digital assets moving forward.

What We Know

Both NewsBTC and BITRSS confirm that Scaramucci predicts a friendlier US policy mix—including rate cuts, looser financial conditions, and a renewed push for crypto legislation—could make 2026 a better year for "quality" altcoins. The sources consistently report that he described 2025 as an "unexpectedly bruising" year for the cryptocurrency sector, marked by significant selling pressure and deteriorating market sentiment.

Scaramucci appeared on Altcoin Daily on December 31st to share his market outlook and discuss his top altcoin selections for the coming year.

Key Details

The SkyBridge Capital founder identified approximately $4.6 billion in "whale selling" during 2025, with large holders redirecting their positions into ETF demand. This selling pressure contributed to what Scaramucci described as a breakdown in both positioning and sentiment across the crypto market.

A critical deleveraging event occurred around October 10th, which amplified market movements and created a liquidity crisis affecting market makers. While Scaramucci noted that a 30% drop in Bitcoin qualifies as "garden variety" for the volatile asset class, the decline still caught bullish traders by surprise.

Despite the turbulent year, Scaramucci now sees improving market conditions precisely because sentiment has become so negative. He revealed that his internal "bull meter" currently stands at just 13 or 14 out of 100—indicating extreme bearishness—which he interprets as a contrarian signal for potential upside.

The investor argues that incremental positive developments could now have outsized impacts on prices. He specifically pointed to reduced large-holder selling, stable ETF inflows, regulatory progress, or positive news catalysts as potential triggers for market recovery.

The timeline for passing US market-structure legislation remains a key focus for market participants, with Scaramucci noting its importance to the sector's outlook.

What's Still Uncertain

While the interview was titled around Scaramucci's "Top 3 Crypto Altcoins," the specific altcoins he selected are not detailed in the available source material. The exact names of the digital assets he recommends for 2026 remain unclear from the provided information.

Additionally, one source contains an incomplete quote from Scaramucci ending with "I do," but the full context and conclusion of that statement is not provided.

Why This Matters

Scaramucci's market assessment carries weight due to his prominent position in traditional finance and his firm's early adoption of cryptocurrency exposure. His contrarian stance—viewing extreme bearish sentiment as a buying opportunity—reflects classic investment strategy that could signal a market inflection point.

The convergence of macroeconomic tailwinds, including anticipated Federal Reserve rate cuts and potentially looser financial conditions, could provide fundamental support for risk assets including cryptocurrencies. Combined with progress on US crypto legislation, these factors may create a more favorable environment for digital assets in 2026 than the challenging conditions that characterized 2025.

Key entities: Anthony Scaramucci, SkyBridge Capital, Altcoin Daily, Bitcoin, Altcoins
Sentiment: Neutral