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13,428 views • 10 months ago •via X (Twitter)

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Anthony Scaramucci doesn’t view Bitcoin as just another trade or speculative technology without a strong, scalable use case. He sees it as the apex form of money and told me every serious investor he knows who has truly studied Bitcoin eventually arrives at the same conclusion: you need to own it. In this latest Proof of Thought Podcast episode, we talked about why the four year cycle is still alive, why he has October 1, 2026 circled on his calendar, and how a single meeting inside the White House in 2017 changed the way he thinks about money forever. But honestly, some of the most interesting parts of the conversation had nothing to do with Bitcoin. • Getting fired from the White House • Personal setbacks and his redemption arc • How he thinks AI will reshape careers and society • His one message to Donald Trump • Biggest life lessons This episode is packed with takeaways about money, investing, business, and living a full life. Anthony has a natural ability to move between Bitcoin, macro, investing, politics, humor, and life philosophy without missing a beat. Thank you to Anthony Scaramucci for joining us. Follow him: Anthony Scaramucci SkyBridge SALT Highlights: • 0:00 What Price Anthony Thinks Bitcoin is Going To • 4:50 Is the 4-year Bitcoin Cycle Overhyped? • 7:55 When Bitcoin Becomes Mainstream, What Does a Normal Person’s Life Look Like? • 10:44 What Saylor Understands About Bitcoin That You Don’t • 14:46 Why Aren’t People Taking a “Guaranteed” 11.5% Return? • 16:34 Is Anthony Concerned About Market All Time Highs? • 19:54 Did The Fed Find a Strategy in 2008 to Prevent Recessions? • 22:02 How Can the Everyday Person Benefit from the K-shaped Economy? • 23:44 “Assume You’re Going to Lose Your Job [because of AI]” • 25:12 How Anthony uses AI • 28:09 Will the New Fed be an Issue for Markets? • 30:27 Anthony's One Piece of Advice to Donald Trump • 36:13 Are There People Above Trump Actually Pulling the Strings in the Government? • 37:05 Anthony’s Favorite White House Story • 39:09 Did Anthony Ever Expect to be Part of the White House? • 40:48 Anthony’s Biggest Life Setback • 42:53 Will We See Another FTX-level Scam in the Crypto World? + Anthony’s Thoughts on SBF • 47:32 Conspiracy Theories + How Does a Young Person Get Access to Great Investors • 50:55 What Actually Motivates Anthony? • 53:04 What Does Greatness Look Like to Anthony?

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Bitcoin is bleeding; the most important IPO moment in market history, with SpaceX, Anthropic, and OpenAI all heading to public markets simultaneously; why the data center buildout is falling dangerously behind schedule; Bernie Sanders' plan to give the government a 50% stake in every major AI company in America, and so much more in today's episode on All Things Markets (All Things Markets) with Mike Novogratz (Mike Novogratz) and me. (SALT) Watch on X, YouTube, or Spotify, using the link in the comments below. Timestamps 0:00 Novo and Mooch are back! 0:45 Jobs report: Why is the economy so resilient despite every headwind? 2:11 If you knew everything coming, would you have predicted Bitcoin down 50%? 4:57 Relative Strength Index (RSI) explained 5:55 Is the Bitcoin thesis broken? 8:21 Anthony's Bitcoin position 10:23 The story of 3 IPOs: Anthropic, SpaceX, and OpenAI 12:17 Bernie Sanders "A.I. Is a Public Resource. You Should Own Half of It." 15:40 Galaxy’s data center and what it all means 18:18 The K-shaped economy problem and America's tale of two cities 21:22 Bullish or Bearish 1: Bernie Sanders' AI fund gets serious Senate traction 22:10 Bullish or Bearish 2: The AI energy trade outperforms chip stocks in the second half of 2026 24:24 Bullish or Bearish 3: Bitcoin trades down into the $50s before it gets back into the $70s 27:18 Bullish or Bearish 4: The U.S. enters a recession before year-end 28:03 Bullish or Bearish 5: The Knicks win the NBA Championship 29:46 Novo's story about his father

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