Scaramucci: Solana Could Hit $2,500 as Tokenization Rail

Anthony Scaramucci’s $2,500 price target for Solana is not a short-term trade but a strategic conviction in the blockchain’s role in the coming financial revolution. He bases this on two interconnected pillars: the inevitable tokenization of global assets and the eventual passage of clear U.S. crypto regulation. Citing a prediction from Paul Atkins, a longtime friend, that “in 5 years all of our assets are going to be tokenized,” Scaramucci pushed his own conclusion: “What’s going to be the number one rail system to tokenize on? It’s going to be Solana.” He believes superior technology wins through adoption, comparing Solana’s potential trajectory to the internet’s evolution from dial-up to high-bandwidth.

However, Scaramucci acknowledged significant headwinds that have delayed this trajectory. He pointed specifically to a “messy US regulatory year” and sticky inflation, noting that expected legislation for stablecoins and market structure, which he anticipated at the year’s start, “did not happen.” This regulatory uncertainty, he argued, has contributed to price volatility. Yet, he maintains “the timing is still right,” suggesting that once these macro and regulatory variables resolve, the path for adoption and price appreciation will clear. He drew a parallel to Amazon’s historical 90% drawdowns before mass adoption, advising investors to stay with “great technology” through uncertain periods.

When asked what surprised him most in the current cycle, Scaramucci singled out the launch of Trump and Melania-themed memecoins on Solana. He described their choice of network as “a compliment to Solana” because it showcased the blockchain’s “ability to handle large scale large volume transactions with great certainty and finality.” This event, while demonstrating technical prowess, also highlighted a central tension in the industry between speculative activity and institutional adoption.

Scaramucci argued the memecoin phenomenon had a tangible negative impact on policy. “I think those coins slowed down the regulatory process in the US,” he stated, suggesting the optics of a U.S. president engaging with memecoins created a political “foil” for opponents of crypto legislation. He went further, claiming, “I think we would have gotten everything that we wanted this year had the president sort of stayed out of the meme coin business.” Beyond politics, he said the memecoin surge “sucked out all the liquidity from a lot of the altcoins,” which he believes “hurt the industry” overall, even as it stress-tested Solana’s throughput.

Scaramucci’s vision is not one of single-chain dominance. He explicitly rejected maximalism, stating, “I don’t believe in chain monogamy.” Instead, he predicts “three or four chains” will ultimately succeed, naming Solana and Avalanche (AVAX) as two key players. He sees differentiated roles: Avalanche could be attractive for certain compliance-driven deployments, while Solana is where “stocks and bonds are going to be tokenized” and where “the larger funds are going to be tokenized.” This view was tested when SolanaFloor challenged him on why SkyBridge tokenized a $300 million fund on another blockchain. Scaramucci clarified it was “a very small fund,” and that a larger fund “will likely get tokenized on Solana.”

Backing his thesis with personal capital, Scaramucci disclosed, “My largest personal position even greater than Bitcoin is my position in Solana and I have it all staked.” He also holds positions in Bitcoin (BTC) and Avalanche, and a “very small position” in Ethereum (ETH). This personal stake underscores his confidence in Solana’s long-term infrastructure role over purely store-of-value or other smart contract narratives.

Looking ahead, Scaramucci tied the next phase of the market cycle directly to U.S. policy and monetary liquidity. He suggested that if the U.S. passes crucial market-structure rules in 2025, crypto prices should respond positively. Furthermore, if inflation cools sufficiently to allow the Federal Reserve to cut rates more aggressively—potentially under a new chair—the added liquidity could create a “positive flywheel” for asset prices. At the time of the interview, SOL was trading at approximately $125, a price point from which Scaramucci’s $2,500 target represents a monumental, albeit long-duration, bet on Solana becoming the foundational layer for a tokenized global economy.