SkyBridge
@SkyBridge
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Statuses
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SkyBridge is a global alternative investment management firm.
New York, NY
Joined May 2016
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Excited to partner with
@Casper_Labs
. We admire how they’ve cemented themselves as a major player in the blockchain space, and share their vision that blockchain technology plays an integral role in global commerce.
More:
.
@Scaramucci
-led
@SkyBridge
has partnered with enterprise-grade blockchain provider
@Casper_Labs
, including a purchase of CSPR tokens.
@BrandyBetz
reports
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468
18
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257
We are excited for the partnership and for this next stage
@SkyBridge
! 🚀🚀
@Scaramucci
🤝
@SBF_FTX
FTX Ventures to Acquire Stake in SkyBridge Capital
7
19
120
If you’re new to the
@VulcanForged
ecosystem, here’s a great opportunity to learn more and to see the powerful community engagement. Starting soon!
2 weeks ago we opened a dedicated channel in our Discord called 'One thing I could change' in order to hear the community.
Today at 11am GMT, CEO
@JamieThomsonVF
answers the feedback and elaborates on the latest in the ecosystem in a live AMA.
$PYR
2
16
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2
18
87
SkyBridge founder and managing partner Anthony
@Scaramucci
joined
@CNBC
to talk markets, asset allocation and manager selection
31
15
72
👀👀👀
2
11
64
“Sam Bankman-Fried (
@SBF_FTX
) is the new John Pierpont Morgan -- he is bailing out cryptocurrency markets the way the original J.P. Morgan did after the crisis of 1907” -
@Scaramucci
Sam Bankman-Fried, the crypto billionaire who co-founded digital-asset exchange FTX, is providing credit lines to try to stem contagion
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The tax incentives baked into the Opportunity Zones program, married with investors' love for private REITs, should be a winning pair. It “should be totally doable. There are a lot of synergies,” said
@StevenGGlickman
of Develop Advisors
8
14
50
Incredible to hear bipartisan support from leading Senators for
@Fidelity
plan to allow
#Bitcoin
in 401(k) accounts. A huge step in mass adoption with potential to unlock trillions of $ in retirement money.
@SkyBridge
is excited to be rolling this out soon.
Should
#Bitcoin
be able to be used in your retirement fund?
@andrewrsorkin
asks
@SenLummis
and
@SenGillibrand
:
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334
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8
57
SkyBridge Announces Promotion of Troy Gayeski to Co-Chief Investment Officer
2
9
46
Anthony Scaramucci’s Hedge Fund
@SkyBridge
Beat Peers During Red October As The Firm Rebounds After $2 Billion Outflows
3
12
45
Ken Langone to Anthony
@Scaramucci
: “How can you get out of bed in the morning if you don’t think tomorrow is going to be better than yesterday? We live in the greatest country in the world. We could do a lot better on a number of things, but we’ll get there.”
#skybridgesummit
1
10
43
Let's not conflate the need for stability in dollar-denominated stablecoins with the need for a USD central bank digital currency (CBDC). Just because China has one. China is focused on capital controls. A CBDC delivers that on steroids - unparalleled surveillance.
2
6
47
SkyBridge’s Robert Duggan:
“I haven’t seen managers this shell-shocked and confused in a very long time.”
1
10
34
SkyBridge's Gayeski Says Recession Risk 'Extremely Low'
5
11
39
Anyone who thinks this looks like 1970's inflation should buy some bell-bottoms and hit the disco. This economy bears no relation to that one, levered to high-wage jobs making autos, steel and coal. The post industrial Midwest makes that clear. So why are we talking about it?
14
3
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“We’re in no rush to allocate to macro,” said Troy Gayeski, senior portfolio manager at SkyBridge. “We’re in a period where economic growth has accelerated and recession risk is extremely low, and we’re believers in the robustness of the US economy.”
0
11
33
We
@SkyBridge
had a difficult March but are grateful for the ongoing loyalty of our clients. Read our full quarterly letter here:
8
10
38
Ken Langone to Anthony
@Scaramucci
: “The best part of
@HomeDepot
story is 3,000 people who started at entry level, pushing carts in parking lot or working as cashiers, are multi-millionaires today. There is no better example of that than Ann-Marie Campbell.”
#skybridgesummit
1
6
36
In Awful Year for Hedge Funds, Scaramucci’s SkyBridge Made Money
0
8
32
Scaramucci's SkyBridge Adds Joseph Grano as Senior Adviser
4
15
33
SkyBridge and EJF Capital Launch Opportunity Zone REIT
Join us today at 2:30 pm ET for a conference call with more details on the SOZ REIT. See dial-in within press release.
3
11
30
"
@SkyBridge
, a New York-based alternative asset manager led by former
@WhiteHouse
Communications Director Anthony
@Scaramucci
, plans to launch a private unlisted REIT aimed at wealthy individuals willing to invest at least $100,000 in opportunity zones."
2
13
28
What bear market??? 💪💪💪
It's that time again! Our fortnightly 20 page update on where we are with our Q4 10 step plan.
Build in a bear, brag in a bull!!
$PYR
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1
1
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👀🧵
News just broke that
@Vulcanforged
Series A will be backed by
@FTX_Official
owned
@SkyBridge
in 'major metaverse move'.
I will be breaking it down in this thread and provide some background info. $PYR $FTT
Thread 🧵⬇️
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0
4
34
Are we in a 2000s-like tech bubble? Is the bottom in? Market musings from
@SkyBridge
investment team.
Predicting A Bounce - by SkyBridge Capital
4
6
34
1
5
31
SkyBridge's Troy Gayeski: “Our largest short position right now is in high yield, and it’s not because we think we’re going to make $ this year or next year. It’s to protect against the eventual recession or [a] surprise recession." via
@barronsonline
@mdc
1
8
29
.
@SkyBridge
was honored to sponsor the
@ForeignPressUS
100th Anniversary Gala, where Anthony
@Scaramucci
presented a Foreign Press Scholarship Award in memory of Kim Wall
1
5
30
Exciting roadmap and impressive transparency from the
@VulcanForged
team! 🚀🚀
We pride ourselves on transparency and continuous development
Attached is a 15 page report on our development regarding the Q4 10 Point Plan we committed to.
These fortnightly reports will allow the community to keep track of our efforts.
$PYR
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1
6
32
SkyBridge's flagship fund of hedge funds has performed well over the last 2 years - - why? (SkyBridge Views)
1
6
27
Anthony
@Scaramucci
now introducing Ken Langone, who will be speaking on themes from his book “I Love Capitalism!”
#skybridgesummit
0
9
23
SkyBridge's Troy Gayeski Says Regulatory Relief Will Help Market Returns via
@business
@BloombergTV
1
3
25
SkyBridge's Gayeski said he has been surprised that some poorly-performing hedge funds were able to stay in business for up to a decade. "If you're not adding value for your consumer, you're no longer going to have a business."
@CNNBusiness
@MattEganCNN
2
10
25
We are excited to support this important move by Fidelity and we have sent our comments to the Department of Labor.
.
@SkyBridge
is moving our 401k to Fidelity to offer our employees the opportunity to allocate (or not) to bitcoin. We encourage the Department of Labor to reverse course and support investor choice. Fidelity’s 401k offerings includes the investor protections the Dept wanted.
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2
4
30
SkyBridge's Troy Gayeski joins
@BloombergTV
@FerroTV
to discuss uncertainty facing investors in 2019
0
5
25
"
@SkyBridge
is trying to raise a $3bn fund to invest in Opportunity Zones... targeting the “mass affluent” sitting on inflated stock portfolios after a long bull market and facing big capital gains taxes if they sell."
0
7
25
SkyBridge's Troy Gayeski joined
@MorningsMaria
@MariaBartiromo
on
@FoxBusiness
this morning to discuss the state of financial markets
Investors not liking Facebook? | Fox Business Video
Investor concerns about tech
www.foxbusiness.com
0
9
26
Please join
@Scaramucci
and
@MessingBrett
at 4pm today for our "Bitcoin Review" to discuss recent developments in crypto (have there even been any?!?)
3
2
27
Anthony
@Scaramucci
to
@LizClaman
: “President Trump’s rhetoric at times contributes to a coarseness in our society. His style is part of why he got elected, but he should dial it back now and be more presidential.”
5
4
24
How has portfolio positioning changed in the first half of 2018, and what shifts do you anticipate going into the second half of the year?
0
7
26
SkyBridge Co-CIO Troy Gayeski discusses recession risk, the Fed, and the
@SALTConference
#SALT2019
2
6
25
Venture capital investors have deployed $15bln into private crypto companies this year, 3x more than the total raised in U.S. IPOs.
In 2021, crypto funding was equivalent to just 10% of money raised via U.S. IPOs.
“Smart money” is doubling down on crypto.
Capital markets are dramatically slowing down. Companies have raised just $4.9 billion via US IPOs this year, less than 6% of the record sum raised in the first half of 2021:
@theterminal
15
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2
5
26
SkyBridge’s Troy Gayeski breaks down the market implications of today’s jobs report
@YahooFinance
@juleshyman
@Ajshaps
@bhgreeley
0
10
21
SkyBridge PM Troy Gayeski: We would not be shocked if the Fed doesn’t hike rates
@YahooFinance
1
5
23
Ken Langone to Anthony
@Scaramucci
: “When a lot of people are kissing your a—, it’s easy to get carried away about your own self-importance. Process of writing the book reminded me that my success is the product of hard work of thousands of other people.”
#skybridgesummit
2
8
23
Ken Langone to Anthony
@Scaramucci
: “President Trump is doing a great job, even though I wish he would do things a little bit differently sometimes. He is acting right now exactly like he acted during the campaign. You can’t say he fooled you!”
#skybridgesummit
1
9
22
"The [
@SkyBridge
fund will invest in dozens of projects in partnership with developers of multifamily housing and warehouse projects."
4
8
24
SkyBridge CIO Troy Gayeski: Labor Market Has Been White Hot, Now Has Come Down to Red Hot
10
8
24
Anthony
@Scaramucci
to
@LizClaman
: “I don’t think the bull market is over, but a rising interest rate environment is a time to be more defensive in your portfolio.”
#skybridgesummit
0
4
22
Great talk with
@JamieThomsonVF
on the future of
@VulcanForged
! We
@SkyBridge
are excited to be along for the ride 🚀🚀
#𝗦𝗔𝗟𝗧𝗧𝗮𝗹𝗸𝘀:
@VulcanForged
& The Future of Blockchain Gaming with CEO
@JamieThomsonVF
Now available on:
- YouTube:
- Apple:
- Spotify:
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3
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SkyBridge co-CIO Troy Gayeski Says Most Active Investors Have Written Off Europe
1
8
23
SkyBridge Senior PM Troy Gayeski joins
@TDANetwork
@OJRenick
to discuss his bullish outlook for the U.S. economy
1
8
17
We are sympathetic to the losses incurred. But we think the crypto ecosystem is emerging stronger after the Terra fallout by virtue renewed clarity on the risks in speculative structures.
6
5
23
BTC is outperforming. That said, ETH is navigating toward the merge with care, and likely will execute the transition in the Fall, and that is viewed as a significant catalyst for the entire ecosystem.
Futures open lower. Big week ahead with FOMC on Wednesday. Buckle up. (6/6)
5
4
24
Learn more about one of our current portfolio themes: Financials via TruPS CDOs
1
7
21
Fed Policy More Important than China Trade, says
@SkyBridge
Senior PM Troy Gayeski on
@BloombergTV
@bsurveillance
with
@tomkeene
0
10
23
What is SkyBridge's current outlook on the economy?
0
5
19
Learn more about the SkyBridge-EJF Opportunity Zone REIT on our new product page:
1
5
18
Coming off a strong year for Financials via TruPS CDOs, why does SkyBridge remain bullish on the theme?
1
8
17
Fidelity ✅
BNYMellon ✅
CME Group ✅
BlackRock ✅
Nasdaq ✅
*The above firms collectively are nearly 500 years old.
Who’s next TradFi?
NEW: Nasdaq has been plotting a move into institutional crypto custody services, according to several people briefed by the company. The firm is waiting for a green light from regulators.
Firm is also launching a new crypto-focused division, Nasdaq Digital Assets.
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174
945
1
5
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“Stay unlevered. Be long-term in your orientation. What’s caused the upside surprises and the downside surprises is the leverage in the system.”
@Scaramucci
2
2
24
Crypto Capital Markets Today:
-
@multicoincap
announces new $430mm VC fund
-
@animocabrands
raises $75mm at $5.9 bln
-
@MagicEden
launches venture unit to invest in web3 gaming
-
@ProtagonistXYZ
launches new $100mm VC Fund
-
@gnosisSafe
raises $100mm to build web3 self-custody tools
4
5
22
SkyBridge's Troy Gayeski joins
@BloombergTV
to discuss emerging markets, Federal Reserve policy and more
@FerroTV
@LJKawa
2
7
19
#Bitcoin
anyone?
“Inflation Protests Span Sri Lanka, Albania, Argentina, Panama, Kenya, Ghana - How Long Before They Hit The United States?”
8
8
18
Ken Langone to Anthony
@Scaramucci
: “I’ve never said this publicly to a crowd, but the real reason I started Invemed Associates in 1974 is because I didn’t think anybody on Wall Street would want to hire me. The rest is history.”
#skybridgesummit
0
6
21
Why should investors consider a fund of funds structure over direct hedge funds, private equity or daily liquid alts?
3
3
20
Some thoughts on CBDCs to take you into the long weekend.
1
3
20
Why is right now potentially a good time in the business cycle for alternative investments?
4
6
17
What are the biggest risks to SkyBridge fund portfolios?
0
4
18
What is the origin of SkyBridge’s thesis around investing in Financials via TruPS CDOs?
0
2
16
"Sometimes things have higher valuations for a reason." SkyBridge's Troy Gayeski discusses divergences between US and International
@markets
on
@BloombergTV
with
@adsteel
@davidwestin
.
0
10
13
How are SkyBridge fund portfolios positioned for the current environment? (SkyBridge Views)
3
6
18
SkyBridge’s Troy Gayeski: “You have to realize we went from hyper loose monetary policy, to extremely loose monetary policy, to just loose monetary policy. Everyone wants to harp on Fed tightening, but we are still in an easy money environment.”
#skybridgesummit
0
6
18
Be sure to follow SkyBridge’s Head of Crypto Research
@JohnSvolos
.
Welcome to
@Twitter
, John!
🔥🔥🔥
7
4
17
Which asset classes do you believe have particularly poor risk-reward profiles right now?
1
5
17
.
@fintechintern
Strong note taking ability. Worthy of full-time position. Call us if this doesn’t work out 🤝
Cc:
@fintechfrank
@Scaramucci
@Scaramucci
@SkyBridge
@SALTConference
@SBF_FTX
@Grayscale
45:10 SkyBridge x Crypto 💰
"If we got $100 million in today, we'd be buying..."
- Bought BTC incrementally at $14K, has only trimmed for taxes
- Scaramucci thinks Web3 adoption will be akin to the cloud
- Believes there will be 10-15 web3 platforms "that make it"
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0
4
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GS leading the banks into crypto. Look for the rest to follow. They recognize that blockchain will disrupt the legacy systems and threaten their survival. Will they be able to keep up?
"I continue to be a real bull on the digital disruption of financial infrastructure," says David Solomon. "Big believer that the blockchains give us great latitude to really evolve that infrastructure. With respect to
#crypto
, the regulatory construct doesn't let us do a lot."
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5
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SkyBridge’s Troy Gayeski: Markets could be due for consolidation after recent rally, but long-term fundamentals of U.S. economy remain strong
1
7
14
How have SkyBridge FoF portfolios been affected by the recent uptick in equity market volatility? (SkyBridge Views)
0
6
17
A flattening yield curve is often a precursor to a recession – is this time different?
2
4
15
Sunday mkt 🧵:
The pressures associated with tightening are mounting, with high yield bonds now sharply underperforming their investment grade brethren and financials selling off on rising rates. (1/6)
1
2
17
44 sovereign nations coming together to discuss the power of
#Bitcoin
. Probably nothing... 👀
Tomorrow, 32 central banks and 12 financial authorities (44 countries) will meet in El Salvador to discuss financial inclusion, digital economy, banking the unbanked, the
#Bitcoin
rollout and its benefits in our country.
3K
12K
53K
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SkyBridge's Troy Gayeski discusses his view on Fed policy heading into 2019, views two rate hikes as most likely scenario
0
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11
This is the type of regulatory clarity that the industry wants and investors need (retail + institutional)👏🏼👏🏼👏🏼
SCOOP: The Biden administration will press Congress to include a requirement for crypto exchanges to firewall customer funds from their own corporate funds in case of bankruptcy in any legislation on crypto.
@jesseahamilton
reports
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And MBS went no-bid on Friday, just as the Fed started QT.
There is a reasonable concern that something will break -- a crisis will emerge -- as is often the outcome when rate hikes accelerate.
Crypto is selling off with risk, and that correlation is likely to persist. (4/6)
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2
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Within the alternative investment space, how does SkyBridge differentiate itself?
3
3
16
SkyBridge wins the
@HFMInvestHedge
Global Multi-Strategy Fund of Funds - 1 Year Award! Thank you to all of our clients and partners
0
6
14
SkyBridge’s Troy Gayeski: “The two big areas of our portfolio where we will continue to increase exposure are Trust Preferred Securities (TruPS) CDOs and Structured Credit.”
#skybridgesummit
1
6
16
What of the altruistic vision of decentralization and transparency is found in this spectacle? Is it safe to say that the vision is not of a shell game led by a cabal? By what standard are the actors held accountable?
1
8
15
SkyBridge is hosting a half-day summit at The Pierre featuring discussion on current economic conditions and investment environment. Speakers include Anthony
@Scaramucci
, Ken Langone, Dan Loeb & more. Follow
@SkyBridge
or
#SkyBridgeSummit
for updates
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