According to Reuters, SkyBridge Capital founder Anthony Scaramucci stated that although Bitcoin has significantly retraced from its 2025 high, the long-term fundamental logic remains unchanged, and the current situation is more a "matter of timing rather than direction," with the market in a consolidation phase. SkyBridge Opportunity Fund has shifted its allocation focus to macro strategies (approximately 69%), adjusting from its previous emphasis on crypto assets. Scaramucci expects Bitcoin to still have the potential to return to the $125,000–$150,000 range in the long term, but pointed out that the market was overly optimistic about the relaxation of crypto regulations earlier, with key legislation such as the 《Clarity Act》 still in progress, and overall remains cautiously optimistic about the crypto market this year.
According to Reuters, SkyBridge Capital founder Anthony Scaramucci stated that although Bitcoin has significantly retraced from its 2025 high, the long-term fundamental logic remains unchanged, and the current situation is more a "matter of timing rather than direction," with the market in a consolidation phase. SkyBridge Opportunity Fund has shifted its allocation focus to macro strategies (approximately 69%), adjusting from its previous emphasis on crypto assets. Scaramucci expects Bitcoin to still have the potential to return to the $125,000–$150,000 range in the long term, but pointed out that the market was overly optimistic about the relaxation of crypto regulations earlier, with key legislation such as the 《Clarity Act》 still in progress, and overall remains cautiously optimistic about the crypto market this year.