Altcoin Daily
Anthony Scaramucci, founder of SkyBridge Capital, says Bitcoin is sitting at the exact point in its four-year cycle where the next rally historically begins, with a move likely starting in late Q4 2026 and running into early 2027.
Why it matters
Scaramucci anchored the call to two cycle signals. Bitcoin's RSI is at an all-time low, a level that has historically marked late-stage capitulation. Retail interest has collapsed to the point where, in his framing, "no one cares about it anymore." He also pointed to Bitcoin's market capitalization being roughly the size of Micron Technology, meaning a small amount of incremental demand can move the price meaningfully. Bitcoin briefly pushed from $61,000 to $65,000 and touched $67,000 this week before pulling back.
Market impact
The thesis is cycle-mechanical rather than catalyst-driven. Scaramucci was explicit that he is "talking his book" as a long-term holder, but the structural argument rests on the four-year halving rhythm and thin post-capitulation order books. If the historical pattern holds, the next leg would not require a fresh narrative trigger, just the return of marginal demand into a market that has already flushed out weak hands.
Frequently asked questions
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What did Scaramucci say about Bitcoin's next rally?
He said Bitcoin is sitting at the right point in its four-year cycle for a rally to start in late Q4 2026 and run into early 2027, anchored to RSI at an all-time low and retail apathy.
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Why does Scaramucci think Bitcoin can move on thin demand?
He compared Bitcoin's market capitalization to Micron Technology's, arguing that a relatively small amount of new demand can move the price meaningfully in a market that size.
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What Bitcoin price levels did Scaramucci reference?
He noted that Bitcoin moved from $61,000 to $65,000 this week and briefly touched $67,000 before pulling back, using the move as evidence of how thin the market is.
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Is Scaramucci's call based on a catalyst or a cycle pattern?
It is cycle-mechanical rather than catalyst-driven. He tied the thesis to the four-year halving rhythm and post-capitulation order-book depth, not to a specific news trigger.
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Did Scaramucci disclose his own position in Bitcoin?
Yes. He said "I own a lot of it" and explicitly told viewers he is "talking his book" as a long-term holder.
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