Scaramucci's Portfolio and Long View

Host Erin Gambrel (The Blonde Broker) sits down with Anthony Scaramucci, founder and co-managing partner of SkyBridge Capital, to discuss the precarious macro environment and Bitcoin's role in an increasingly uncertain world. Anthony breaks down the cost of ongoing conflict: energy facilities targeted, crude oil jumping from $55 to $116 per barrel, Secretary Willliam Hague requesting $200 billion to finish the job, and the Fed stuck at 3.5-3.75% with Chairman Jerome Powell openly admitting "the outlook is uncertain." We're seeing foreign central banks diversifying away from US treasuries, buying gold and other sovereign assets, while stagflation looms. Anthony puts dollar reserve status on the list of worries and he's not alone.

The conversation shifts to Bitcoin's generational adoption curve. Anthony draws a parallel to the web in the 1990s: older people dismissed email and the internet as a fad, but the 30-year-olds using email became 50-year-olds who built the web economy. The same pattern is happening with bBitcoin. Anthony shares his warning from Mike Novogratz: "I want Bitcoin to be $1 million, but I want the dollar to be worth something when Bitcoin is $1 million."

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TIMESTAMPS

(00:00) Intro
(01:24) How his 4th bear market feels different with AI competing with crypto
(04:47) Quantum computing threat to Bitcoin and why hardliners won't acknowledge it
(07:04) Bitcoin's path to quantum resistance
(12:26) What happens to Satoshi's Bitcoin and lost coins in quantum future
(14:44) Bitcoin to $1M by 2030: conviction despite slower appreciation rates
(17:27) Bitcoin DeFi evolution from 2024 to 2025
(21:06) Bitcoin collateral: yield and lending product-market fit
(28:55) Why institutions want BTC-denominated yields
(31:10) What changed culturally to make Bitcoin staking acceptable to holders
(34:55) Self-custodial Bitcoin staking: earn 3-7% with BTC in your hardware wallet

Host: Erin Gambrel (The Blonde Broker) Host Socials: @theblondebroker (X) | @blondebrokerofficial (Instagram)

Guest: Anthony Scaramucci Role: Founder & Co-Managing Partner, SkyBridge Capital Guest Socials: @Scaramucci (X)

Note: This podcast is for informational purposes only. Views shared are opinions, not financial advice. The host or guests may have financial interests in discussed content.