Anthony Scaramucci says 2026 could be a friendlier year for altcoins as rate cuts, steadier ETF flows, and clearer US crypto rules line up. In a new interview, he names Solana, Avalanche, and TON as the picks to watch. Here’s what his Anthony Scaramucci top altcoins 2026 call means, and why the macro setup matters. The past year hurt many crypto traders. Scaramucci called 2025 a shock, with heavy whale selling, a sharp deleveraging in October, and thin liquidity making moves worse. Yet he thinks that washout has set the stage for a better tape in 2026. Sentiment flipped from bullish to very bearish, and he believes that shifts the risk-reward: smaller bits of good news can now travel farther. He also sees policy winds turning. He expects two to four rate cuts over the next year and says candidates heading into midterms will want growth. He argues the White House and Congress have learned there is no “anti-crypto voter,” while pro-crypto spending can swing close races. That could lift the odds of passing market-structure legislation that clarifies how tokens are treated in the US.

Why 2025 Stung, And Why 2026 Could Rebound

Whales, deleveraging, and a surprise liquidity crunch

Scaramucci estimates about $4.6 billion in large-holder selling hit the market as ETFs drew demand. Around October 10, forced deleveraging kicked in and stressed market makers. That sparked a liquidity crisis. A roughly 30% bitcoin drop, “garden variety” in long cycles, still surprised traders who were leaning bullish. He says his internal “bull meter” fell to the teens on a 100 scale. The crowd, once full of optimism, turned sharply negative. He thinks that matters. When positioning is light and minds are cautious, positive catalysts can carry more weight. Even small improvements—more stable ETF inflows, less whale supply, a clearer policy path—can have a larger price impact than usual.

The policy thread: from costs to clarity

Scaramucci ties crypto adoption to real economic costs. He cites trillions spent each year on verifying transactions across the global economy. If distributed ledgers cut that bill meaningfully, capital could move into new investment or wages. But he argues serious tokenization needs legal clarity. Firms will not rewire key systems unless rules are reliable. That is why he pushes for market-structure legislation—often called a Clarity Act—to move forward. He puts chances of progress before the midterms above 50%.

Anthony Scaramucci top altcoins 2026: Solana, Avalanche, TON

Solana: speed and scale with low fees

Scaramucci places Solana at the top of his list. His case is simple: it is fast, low cost, and developer-friendly. Solana’s throughput and cheap transactions support consumer apps, payments, and on-chain markets. The network’s recent growth in daily active users and stablecoin volumes has drawn builders and liquidity. If 2026 brings easier financial conditions and renewed risk appetite, ecosystems that can handle mainstream-scale activity may get more attention. Solana fits that profile.

Avalanche: subnets and real-world experiments

Avalanche takes the second spot. The draw is its architecture for customizable subnets. These can be tailored to specific use cases, from gaming to enterprise pilots that want predictable performance and control. In a year where big firms may test asset tokenization more seriously, these design choices could help. Avalanche also has a track record of partnerships and rollouts with brands and finance players, which can turn into steady flows if macro improves.

TON: Telegram’s reach as a distribution edge

Rounding out the trio is TON, linked to Telegram’s vast messaging network. Scaramucci disclosed he first bought TON near $7.50 and averaged closer to $4. He noted it traded around $1.50 at the time of the interview and still likes its potential. The thesis: if even a fraction of Telegram’s users adopt wallets, mini-apps, or payments, TON could ride that built-in distribution. Execution risk is real. App experiences, on-ramps, and regional rules matter. But the upside case depends on a simple point: networks with huge user bases can integrate crypto utility faster once the user journey gets smooth.

Bitcoin Still Calls The Tune

ETF flows, supply, and a delayed target

Scaramucci held his $150,000 bitcoin target but admitted timing slipped by a year. He says he recently bought more BTC for family accounts, betting that ETF demand and easier policy can outmuscle the 2025 overhang from whales. The logic is straightforward:

Spot ETFs keep converting traditional demand into daily buys.

As the deleveraging shock fades, market depth can normalize.

If the Fed cuts two to four times, dollar liquidity and risk appetite improve.

When bitcoin trends up and volatility compresses, altcoins with real usage often follow. That is where his Anthony Scaramucci top altcoins 2026 list ties back to BTC. If bitcoin stabilizes and ETFs bring a floor to demand, quality L1s and consumer-facing networks can attract incremental capital.

Macro Backdrop: The Three Levers To Watch

1) Rates and liquidity

Scaramucci expects the administration to “flood the zone” with support into the midterms. Markets will track each policy hint:

Two to four rate cuts would lower discount rates and lift risk assets.

Looser financial conditions often help growth stocks first, then higher-beta crypto.

Stable funding markets can reduce the odds of another liquidity crunch.

2) Legislation and enforcement signals

The legislative calendar matters. A credible path for a Clarity Act can unlock pilot budgets for tokenization and on-chain finance:

Clear asset categories lower legal risk for builders and enterprises.

Custody and market-structure rules bring bigger institutions off the sidelines.

Positive signals can reduce headline risk premiums priced into altcoins.

3) ETF flows and supply overhang

In 2025, whales supplied into demand. In 2026, watch for a reversal:

Net ETF inflows above steady thresholds can buoy the market.

Softer whale selling eases the drag on price trends.

Market-maker liquidity and spreads indicate how well the system can absorb shocks.

Deep Dive On The Picks

Solana: where UX meets throughput

Solana’s case rests on end-user experience. When transactions are pennies and settle fast, new app types make sense:

On-chain order books and real-time markets are smoother.

Micro-payments, tipping, and social features feel native.

Games and media apps can keep action on-chain without lag.

Developers choose platforms where users stick. If 2026 revives consumer crypto, Solana could benefit out of the gate.

Avalanche: modular by design

Avalanche’s subnets let teams pick trade-offs for speed, fees, or compliance hooks:

Gaming chains can strip overhead to boost performance.

Enterprise pilots can isolate traffic and manage governance.

Tokenized assets can live on purpose-built rails.

If US rules turn clearer, these modular tools help projects move from testing to production faster.

TON: the distribution wildcard

Telegram’s audience is TON’s x-factor. If wallets and mini-apps get simple enough, onboarding friction drops:

Creators and communities can use micropayments and gated content.

Peer-to-peer transfers can ride existing social graphs.

Global reach can seed usage in many markets at once.

The key is execution: easy fiat ramps, safe UX, and compliance in key regions.

What To Track In Early 2026

ETF net flows: Are inflows steady and broad, or episodic and thin?

Market depth: Do spreads and order books improve after 2025’s crunch?

Legislative milestones: Does a market-structure bill advance in committee?

Rate path: Do we get two, three, or four cuts—and how fast?

Network data: Active users, stablecoin volumes, and developer activity on Solana, Avalanche, and TON.

Each signal feeds the same story. If liquidity improves, if rules clarify, and if large sellers step back, the market can reset. In that setup, the Anthony Scaramucci top altcoins 2026 list leans into speed, scale, and distribution—three traits that help real usage. Scaramucci’s view is not risk-free, and he admits timing has been early at times. But the framework is coherent: crypto is cyclical, policy matters, and adoption needs both good tech and clear rules. If bitcoin steadies and capital conditions ease, the three picks—Solana, Avalanche, and TON—have catalysts tied to user growth and builder momentum. As of press time, total crypto market cap hovered near $2.94 trillion, just below the 2021 peak. That leaves room for a breakout if conditions turn. For investors and builders alike, the checklist is simple: watch flows, watch policy, and watch usage. If those align, Anthony Scaramucci top altcoins 2026 could be more than a list—it could be a roadmap for the next leg higher.

(Source: https://www.newsbtc.com/news/scaramucci-top-3-crypto-altcoins/)

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