$2,500 Solana? Scaramucci Says The Setup Is | Crypto News
SkyBridge Capital founder Anthony Scaramucci said he still sees a path to Solana reaching $2,500 over a five-to-ten-year horizon, arguing that tokenization plus clearer US regulation might flip Solana into a core financial “rail system.”
Scaramucci made the remarks in an interview with SolanaFlooring filmed during last week’s Solana Breakpoint convention and launched on Dec. 18.
Why Solana Is Still Poised For $2,500
Scaramucci framed the $2,500 thesis as a long-duration guess that received’t play out cleanly. “It’s not going to come without… volatility,” he said, pointing to what he called a messy US regulatory yr and sticky inflation as headwinds that “probably slowed down our trajectory.”
“If you had asked me at the beginning of the year” whether or not Washington would go stablecoin laws and “the market structure, the CLARITY bill,” he said he would have anticipated both. “That did not happen.” Still, he argued “the timing is still right,” with the caveat that price will probably stay jumpy until those macro and regulatory variables resolve.
To clarify the persistence required, Scaramucci leaned on a tech-investing analogy, recalling Amazon’s drawdowns by 90% before mass adoption. The lesson, in his phrases: keep with “great technology” through unsure stretches because sturdy infrastructure finally will get adopted.
Asked what shocked him most this cycle, Scaramucci singled out the Trump and Melania memecoins. He described their Solana launch as “a compliment to Solana” because it was chosen for “ability to handle large scale large volume transactions with great certainty and finality.”
But he also argued the episode backfired on coverage. “I think those coins slowed down the regulatory process in the US,” he said, suggesting that the optics of a US president getting into the memecoin business created a political “foil” that opponents might use to resist crypto payments. “I think we would have gotten everything that we wanted this year had the president sort of stayed out of the meme coin business,” he added, calling it “short-term regulatory” injury.
He also claimed the memecoin surge “sucked out all the liquidity from a lot of the altcoins,” which he said “hurt the industry,” even as it showcased Solana’s throughput.
Tokenization Is The Endgame
Scaramucci’s core argument was simple: tokenization is coming, and Solana is positioned to host a significant share of it. He said Paul Atkins, whom he described as a longtime personal pal, delivered what Scaramucci considers an underappreciated prediction: “In 5 years all of our assets are going to be tokenized.” Scaramucci then pushed his own conclusion: “What’s going to be the number one rail system to tokenize on? It’s going to be Solana.”
He argued superior systems have a tendency to win through adoption, not ideology. “If you have something that works better than something else, it gets adopted,” he said, evaluating Solana’s trajectory to the web’s bounce from dial-up to today’s high-bandwidth actuality.
He also flagged operational progress on the community. “I don’t want to jinx us,” he said, but urged Solana had gone “two years now without any” downtime.
SolanaFlooring challenged Scaramucci on why SkyBridge tokenized a $300 million fund on another chain. Scaramucci said it was “a very small fund,” and that a bigger fund “will likely get tokenized on Solana.” He also rejected maximalism: “I don’t believe in chain monogamy,” he said.
His view is that “three or four chains” will win, naming Solana and Avalanche. He argued Avalanche may be engaging for sure compliance-driven deployments, while Solana is where “stocks and bonds are going to be tokenized” and where “the larger funds are going to be tokenized.”
Scaramucci also disclosed his personal positioning: “My largest personal position even greater than Bitcoin is my position in Solana and I have it all staked,” he said, including he owns Avalanche and Bitcoin and holds a “very small position” in Ethereum.
Scaramucci tied the next leg of the cycle to US coverage and liquidity. If the US passes market-structure guidelines next yr, he said, costs ought to reply. If inflation cools and the Fed can cut more aggressively under a new chair, he argued that would add liquidity and reinforce a “positive flywheel.”
At press time, SOL traded at $125.
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