SkyBridge Boosts Macro Exposure While Maintaining Long-Term Confidence in Bitcoin

SkyBridge Capital has shifted its Opportunity Fund toward a roughly 69% macro allocation as of September 30, 2025, after being about 65% invested in crypto and digital assets on March 31, 2025. Founder Anthony Scaramucci said market volatility tied to policy uncertainty under President Donald Trump has supported the firm’s macro performance, while he remains convinced that Bitcoin’s long-term thesis is intact despite a steep pullback from its October all-time high above $126,000.