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

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

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

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

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

    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
  • 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
  • Trump's ego won't let him give up on tariffs even though declaring victory would benefit him politically

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

    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 Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
Recently verified
Checked against the original source
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