Anthony Scaramucci, founder of SkyBridge Capital, has identified Solana, Avalanche, and Toncoin as his leading altcoin picks for 2026.
Speaking in late December, Scaramucci argued that these assets are positioned to outperform as macro conditions turn more favorable and regulatory clarity improves in the United States.
His outlook combines macro expectations, particularly lower interest rates, with asset-specific adoption narratives that he believes the market is currently underpricing.
Solana: Speed, Cost, and Tokenization Potential
Scaramucci highlighted Solana’s low transaction costs, high throughput, and strong developer ecosystem as core advantages. He has repeatedly described Solana as one of the most viable platforms for large-scale real-world asset tokenization, a theme he expects to accelerate over the coming years.
The SkyBridge founder has disclosed a significant personal allocation to SOL and has previously projected that Solana could reach $300 by the end of 2026, with a longer-term view that prices could approach $1,000 within five years if institutional tokenization gains traction. His thesis centers on Solana’s ability to support high-volume financial activity without the cost and latency constraints seen on other networks.
Avalanche: Infrastructure for a Multi-Chain Financial System
Avalanche represents a more direct institutional use case within Scaramucci’s portfolio. SkyBridge Capital has already committed to tokenizing $300 million of its hedge fund assets on the Avalanche blockchain, using the network’s customizable subnets and settlement infrastructure.
Scaramucci views Avalanche as a foundational component of what he describes as a future “multi-chain world,” where different blockchains specialize in distinct financial and enterprise functions. In that framework, Avalanche’s design for institutional-grade applications positions it as a long-term infrastructure layer rather than a purely speculative asset.
TON: Distribution Through Telegram’s User Base
Scaramucci’s interest in TON is closely tied to its integration with Telegram and the potential for mass adoption through embedded services. With Telegram’s vast global user base, he sees TON as uniquely positioned to scale consumer-facing crypto use cases, from payments to digital services.
In a December 31, 2025 interview, Scaramucci noted that he was actively averaging into his TON position, signaling continued conviction as the network expands its on-platform functionality.
Macro and Regulatory Tailwinds
Beyond individual projects, Scaramucci’s bullish stance is rooted in macro expectations. He anticipates two to four U.S. interest rate cuts in 2026, a backdrop that has historically favored risk assets, including cryptocurrencies.
He also pointed to improving regulatory conditions, arguing that potential U.S. market-structure legislation, such as the proposed Clarity Act, could unlock meaningful institutional participation. In his view, clearer rules would reduce uncertainty for asset managers, paving the way for larger and more sustained capital inflows into the crypto market.
A Contrarian Bet on Sentiment
Scaramucci framed his picks as partially contrarian, noting that market sentiment remains deeply bearish despite improving fundamentals. He believes this disconnect creates opportunity, particularly for assets with clear adoption paths and institutional relevance.
Taken together, his selections reflect a consistent theme: scalable blockchains with real-world integration, positioned to benefit as macro pressure eases and regulatory barriers decline in 2026.
