Structural Demand Drives Scaramucci’s 2025 Bitcoin $150K Target

Anthony Scaramucci, founder of SkyBridge Capital, has reaffirmed his $150,000 Bitcoin price target for year-end 2025, maintaining his bullish stance despite recent market volatility. In a recent interview on CNBC’s Squawk Box, Scaramucci attributed short-term dips in Bitcoin’s price—currently trading around $112,000—to seasonal patterns, noting September as historically weak for crypto due to tax selling and profit-taking. “September is typically the worst month for the cryptocurrency businesses,” he stated, emphasizing that such fluctuations align with historical trends observed over Bitcoin’s 15-year history. Despite these dips, SkyBridge remains confident in its long-term outlook, citing structural shifts in demand and institutional adoption as key drivers.

Scaramucci highlighted growing institutional interest in digital assets, particularly through exchange-traded funds (ETFs) and corporate treasury allocations. “There’s significantly more demand now,” he said, pointing to ETF purchases and digital asset treasuries as evidence of a “major proliferation” in institutional infrastructure. This development, he argued, provides a more stable foundation for Bitcoin’s price compared to previous cycles. SkyBridge’s 2020 investment in Bitcoin—initially criticized as speculative—has since been validated by the asset’s resilience, further reinforcing Scaramucci’s conviction.

The market’s recent volatility has not deterred Scaramucci, who acknowledged the potential for Bitcoin to dip below $100,000 but expressed confidence in a swift rebound to $150,000. “I think you could go below $100,000, but I think it could also get to $150,000 fairly quickly,” he remarked, underscoring his belief in the asset’s long-term institutional adoption. Scaramucci’s analysis aligns with broader trends in crypto markets, where seasonal weaknesses are often followed by strong buying periods in November and December. “I think it’s just a function of the way things get bought in the industry,” he explained, suggesting that the current dip could present a “tremendous amount of demand” for the asset.

Scaramucci’s stance reflects a broader narrative of institutional normalization in crypto. His recent role as lead advisor to Avax One, a digital asset treasury company focused on Avalanche tokens, underscores his strategic expansion into blockchain infrastructure while maintaining his Bitcoin thesis. The firm’s price target contrasts with some recent bearish sentiment but aligns with SkyBridge’s long-term vision of a maturing crypto market. “The development of institutional infrastructure provides a more stable foundation for demand compared with past cycles,” Scaramucci noted, framing Bitcoin’s price trajectory as a function of supply constraints and rising institutional demand.

Market data supports Scaramucci’s thesis. Spot Bitcoin ETFs have attracted tens of billions in inflows this year, with cumulative flows exceeding $50 billion as of mid-2025. These inflows, coupled with a post-halving supply of approximately 450 BTC per day, create a scenario where demand could outpace new issuance. Scaramucci’s $150,000 target, while ambitious, is grounded in a supply-demand imbalance and the growing legitimacy of Bitcoin as a store of value. “There’s just way more demand than issued supply,” he said, emphasizing that this dynamic could propel prices higher as institutional adoption accelerates.

The market’s reaction to Scaramucci’s forecast remains to be seen, but his track record of navigating crypto cycles—with SkyBridge’s 2020 Bitcoin investment now yielding substantial returns—positions him as a credible voice in the sector. While volatility persists, his focus on structural demand and institutional infrastructure highlights a shift in how Bitcoin is perceived by traditional finance. As the year-end approaches, investors will closely monitor whether ETF inflows, corporate treasury allocations, and macroeconomic factors align with Scaramucci’s bullish projections.