Anthony Scaramucci (앤서니 스카라무치), founder of SkyBridge Capital, maintained a bullish view on Bitcoin even after a recent sharp fall. He laid out five reasons for long-term optimism, describing the pullback as leverage liquidation rather than deteriorating fundamentals. He cited Bitcoin’s 21 million supply cap enforced by code, rising U.S. national debt, institutional investment infrastructure built since 2024, upside potential versus gold, and contrarian entry opportunities during extreme pessimism.

A surge in U.S. and Japanese government bond yields may be a signal of structural change that is difficult to sustain over the long term and could lead to a prolonged rise in Bitcoin prices, an analysis showed. BitMEX senior research analyst Shang Wu said bonds once seen as low-risk are being shaken, pushing bond investors into panic. He said central banks are being forced to choose between a sovereign debt breakdown and currency debasement.