📅 January 21, 2026
✍️ Editor: Sudhir Choudhary, The Vagabond News
New York — Global asset manager SkyBridge Capital is bracing for heightened market volatility in 2026 but says it remains confident in Bitcoin as a long-term investment, underscoring its belief that digital assets will continue to gain relevance despite macroeconomic uncertainty.
The firm, founded by Anthony Scaramucci, said investors should expect uneven growth, sharp swings in risk assets, and policy-driven shocks as central banks, governments, and markets adjust to a more fragmented global economy.
Volatility Seen as the New Normal
SkyBridge executives say the traditional post-crisis playbook — steady growth supported by predictable monetary policy — no longer applies. Instead, markets are being shaped by geopolitical tensions, high debt levels, and the lagged effects of years of aggressive interest-rate moves.
In investor discussions, the firm has cautioned that equities and bonds alike could face periods of stress, particularly if inflation reaccelerates or growth expectations shift abruptly.
“Investors need to be prepared for turbulence,” Scaramucci has said in recent appearances, describing the current environment as one where adaptability matters more than forecasting precision.
Confidence in Bitcoin Remains Intact
Despite the warning on broader markets, SkyBridge said its conviction in Bitcoin has not changed. The firm views the cryptocurrency as a long-duration asset with asymmetric upside, particularly in a world where trust in fiat systems and fiscal discipline remains under pressure.
SkyBridge has previously argued that Bitcoin functions as a form of “digital gold,” benefiting from scarcity, decentralization, and increasing institutional adoption. While acknowledging short-term volatility, the firm says drawdowns should be viewed as part of Bitcoin’s maturation rather than a sign of structural weakness.
Executives also point to growing regulatory clarity in key markets and expanding participation from traditional financial institutions as supportive factors over the medium to long term.
Positioning Portfolios for Uncertainty
Beyond digital assets, SkyBridge says it is emphasizing diversification and flexibility across its strategies. That includes exposure to private markets, selective equities, and alternative investments designed to perform across different economic regimes.
The firm has urged clients to avoid overconcentration and to reassess assumptions about correlations that held during the era of low inflation and easy money.
“Markets are repricing risk,” one SkyBridge executive said, adding that investors who expect a smooth return to past conditions may be disappointed.
A Long-Term Bet on Structural Change
SkyBridge’s stance reflects a broader view that financial markets are undergoing structural change rather than a temporary disruption. In that context, the firm sees Bitcoin not as a speculative trade, but as a strategic allocation aligned with shifting monetary and technological realities.
While acknowledging that 2026 could test investor patience, SkyBridge maintains that periods of instability often create opportunities for assets that challenge conventional frameworks.
As markets brace for what the firm calls a “choppy” year ahead, SkyBridge’s message to investors is clear: expect volatility, manage risk — and don’t underestimate the staying power of Bitcoin.
Tags: SkyBridge Capital, Bitcoin, market volatility, asset management, cryptocurrency
Source: SkyBridge commentary, investor briefings
News by The Vagabond News
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