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Source document· February 25, 2026

Anthony Scaramucci on Trump Slump and crypto crash

View original at finance.yahoo.com
Anthony Scaramucci on Trump Slump and crypto crash Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts…
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  • Currently buying Bitcoin in the mid-sixties range

    80% confidence
  • The Pokemon Illustrator card has dramatically outperformed the S&P 500 over 28 years

    80% confidence
  • Buy quality and stay patient is the key investment advice from 40 years of professional investing

    80% confidence
  • Predicted Bitcoin would touch $75,000 before reaching $200,000, but it actually touched $60,000

    80% confidence
  • All major AI platforms (ChatGPT, Anthropic Claude, Google Gemini) conclude Bitcoin will be needed as neutral currency in age of AI

    80% confidence
  • There will never be another Pokemon Illustrator card graded PSA 10

    80% confidence
  • Some on Wall Street are calling recent market conditions the 'Trump Slump'

    80% confidence
  • Bitcoiners will have won when you can custody Bitcoin at Bank of America or JPMorgan

    80% confidence
  • If you believe in currency debasement, collectibles represent a frontier with liquidity mismatch where prices are rising

    80% confidence
  • Markets like evenness, predictability, and stability which Trump's knee-jerk tariff policy disrupts

    80% confidence
  • Republican economic policies on regulation, crypto, banking, and finance are much better than Democrats

    80% confidence
  • Massive wave of institutional Bitcoin exposure won't come until Clarity Act is passed

    80% confidence
  • Criminal case against Jerome Powell will need to be dropped for Warsh confirmation

    80% confidence
  • Bitcoin could go to $50,000 but there's price support in the low to mid-sixties

    80% confidence
  • Kevin Warsh deserves to be approved as Fed Chair and will be approved

    80% confidence
  • The Supreme Court ruling against tariffs was correct because tariffs are taxation without representation

    80% confidence
  • Bitcoin will start to recover in mid-third quarter or early fourth quarter 2026

    80% confidence
  • AJ Scaramucci bought JPMorgan at $25 in 2005 when he was 13, now trading at $250-260

    80% confidence
  • Institutions have been good for crypto on the margin but not as deep as some pundits claim

    80% confidence
  • Federal Reserve could cut 100 basis points this year despite current stance

    80% confidence
  • This is a garden variety crypto winter based on the 4-year Bitcoin halving cycle

    80% confidence
  • Tourism to US is way down with 25% drop in Canadian tourism to Florida

    80% confidence
  • In 34 years, Bitcoin will be at very high prices and people will regret not buying in mid-60s

    80% confidence
  • AI will boost productivity and is a phenomenon driving future economic growth

    80% confidence
  • MicroStrategy's MNA of 1.22 indicates we're near a Bitcoin bottom

    80% confidence
  • Ken Goldin pointed out the Scaramucci family buys one significant collectible every 10 years

    80% confidence
  • If Bitcoin goes to $8,000, MicroStrategy will refinance everything

    80% confidence
  • Each American was hit with $1,300 to $1,700 in tariff surcharges last year

    80% confidence
  • Kevin Warsh cannot advance out of banking committee without Tillis vote unless Powell criminal case is dropped

    80% confidence
  • Pokemon has larger IP than Marvel, DC Comics, Star Wars, and all of Disney combined

    80% confidence

Data points we hold from this source

Dow Jones Industrial Average · price decline800 points
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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