/// Executive Intelligence
- 01
2026 Breakthrough: Scaramucci predicts the passage of the 'Clarity Act' (H.R. 3633) will clear the path for tokenized real-world assets.
- 02
The $4 Trillion Thesis: SkyBridge estimates $4 trillion is spent annually on transaction verification—costs Solana can eliminate.
- 03
Institutional Onboarding: New book 'Solana Rising' targets the capital-rich 60+ demographic still skeptical of blockchain utility.
Anthony Scaramucci didn’t come to Abu Dhabi just to sell books; he came to sell a bridge. Speaking at Breakpoint 2025, the SkyBridge Capital founder positioned his newly released title, Solana Rising, not merely as literature, but as a strategic tool designed to onboard the "non-believers"—specifically the capital-rich demographic over 60. With institutional resistance still palpable, Scaramucci argues that the gap isn't technological, but generational. To bridge it, he is betting on a narrative shift that frames Solana not as a casino, but as a deflationary force against the $4 trillion spent globally on transaction verification costs.
However, the real alpha lies in his regulatory outlook. Scaramucci explicitly pegged 2026 as the year of the "Clarity Act"—a reference to the Digital Asset Market Clarity Act (H.R. 3633) currently navigating legislative gridlock. Despite acknowledging lingering Democratic opposition, Scaramucci views its passage next year as a near-certainty. This legislation is the missing link for firms like BlackRock, Blackstone, and JPMorgan, providing the legal certainty required to move from experimental pilots to mainnet tokenization of real-world assets.
The implications of this regulatory unlock are massive. Scaramucci posits that once the legal framework aligns with the technological capability, the transaction cost reduction will drive an inevitable migration of traditional finance to the "operating layer" of Solana. While the current market focuses on price action, SkyBridge’s thesis is grounded in operational efficiency: eliminating the friction of credit card fees, wire transfers, and legal verification is a multi-trillion-dollar opportunity that legacy finance can no longer ignore.
Looking ahead, the message to the Breakpoint audience was clear: the infrastructure is ready, but the sales pitch needs to mature. By equipping the "believers" with a codified argument for the "non-believers," Scaramucci is preparing for a 2026 where Solana isn't just rising in price, but integrating into the plumbing of the global economy. If his prediction holds, the next twelve months will see the transition from speculative interest to institutional deployment.
Why This Matters
Scaramucci's book and predictions regarding institutional adoption and regulatory clarity for RWA tokenization by 2026 provide a moderate boost to Solana's potential, although the direct impact is still speculative.