Anthony Scaramucci on Trump Slump and crypto crash

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• Currently buying Bitcoin in the mid-sixties range

  80% confidence

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

  80% confidence

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

  80% confidence

• The purchase of the $16.5 million Pokemon card generated about $200 million worth of media exposure

  80% confidence

• Bitcoin is a leading indicator suggesting a roll-off in the stock market is coming

  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

• MicroStrategy can hold Bitcoin regardless of stock price due to capital structure with 2-year cash fortress

  80% confidence

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

  80% confidence

• Bitcoin is neutral and native to the internet, needed as store of value in age of AI

  80% confidence

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

  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

• Market slump will be temporary and mild, not steep

  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

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

  80% confidence

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

  80% confidence

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

  80% confidence

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

  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

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

  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

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

  80% confidence

• Tariffs hurt manufacturing and the trade deficit contrary to Trump's stated goals

  80% confidence

• 480 stocks in the S&P have already had a repricing moment while 20 stocks hold up the market

  80% confidence

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

  80% confidence

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

  80% confidence

Data points we hold from this source