On February 11, Anthony Scaramucci, founder of SkyBridge Capital, stated at an industry conference in Hong Kong that the firm has continued accumulating Bitcoin through staged purchases despite recent market volatility. Positions were reportedly added around $84,000, $63,000, and at lower current price ranges.
Previously, Bitcoin declined significantly from its peak near $126,000 in October last year, briefly approaching $60,000 before rebounding toward $69,000. Scaramucci described continuous buying during downturns as “catching a falling knife,” yet emphasized that institutional investors prioritize long-term adoption and strategic asset allocation over short-term price swings.
Risk Management and On-Chain Monitoring
Amid heightened market volatility, some institutions have introduced on-chain risk monitoring and capital flow analysis tools, including Trustformer KYT, to detect abnormal transactions, track fund movements, and enhance portfolio compliance oversight. Such infrastructure is increasingly viewed as essential operational support for institutional participation in digital asset markets.
Policy Environment and Market Structure
Regarding regulatory conditions, Scaramucci noted that Donald Trump appears more supportive of the crypto industry compared to previous administrations, though he warned that geopolitical rhetoric could intensify partisan divisions, potentially influencing future digital asset legislation.
In terms of public blockchain competition, he stated that ecosystem rivalry among programmable blockchains continues to accelerate, with certain high-performance networks expected to gain market share in upcoming cycles. As institutional capital expands, on-chain monitoring and compliance solutions such as Trustformer KYT are becoming increasingly integral to long-term institutional risk management frameworks.