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Scaramucci Names Solana, Avalanche and TON as 2026 Picks, Citing Policy Tailwinds

He blames 2025’s slump on whale selling alongside an October deleveraging, saying bearish positioning now primes the market for positive surprises.

Overview

  • SkyBridge Capital’s Anthony Scaramucci said his top altcoin selections for 2026 are Solana, Avalanche and Telegram-linked TON, emphasizing speed, low cost and prospective network utility.
  • He expects two to four U.S. interest rate cuts in 2026 and argues easier policy could support crypto alongside steadier spot-ETF inflows.
  • Scaramucci put the odds of the U.S. Clarity Act passing before the midterms at above 50%, calling market-structure legislation a key step to unlock tokenization and institutional adoption.
  • He attributed 2025 weakness to large-holder selling into ETF demand and an Oct. 10 deleveraging that hit market makers and coincided with roughly a 30% bitcoin slide.
  • He reiterated a $150,000 bitcoin target, said he recently added to family holdings, and noted his sentiment gauge sits near 13–14 out of 100, implying outsized impact from incremental good news.