I still remember the first time I heard someone seriously compare a layer-1 blockchain to Amazon Web Services. It felt like hype on steroids. Yet here we are in late 2025, and one of the loudest voices from traditional finance just doubled down on that exact analogy — this time pointing straight at Solana.
If you’ve been anywhere near crypto Twitter the past 48 hours, you already know Anthony Scaramucci lit the timeline on fire. The SkyBridge Capital founder went on national television and declared Solana not just a contender, but one of the big winners in the coming tokenization revolution. And when a guy who used to brief the President of the United States says something like that, people listen.
Why Scaramucci Thinks Solana Is the Tokenization King
Let’s be real for a second. Scaramucci has been early before. Painfully early, actually. He was buying Bitcoin when most of Wall Street still called it “magic internet money.” He took heat for it then, and he’s perfectly happy taking heat for Solana now.
His core argument is surprisingly simple: the financial world is moving from slow, expensive, legacy rails to fast, programmable blockchain rails. And when trillions of dollars in real-world assets — real estate, bonds, private equity, art, you name it — finally make that jump, speed and cost are going to matter more than ideology.
Solana, in his view, is purpose-built for that future.
The Cloud Computing Parallel That Actually Makes Sense
I’ll be honest — when people first started comparing blockchains to cloud providers, I rolled my eyes. But the more I think about Scaramucci’s take, the more it clicks.
Remember the early 2010s? Everyone was asking whether Amazon Web Services would have real competition. Microsoft Azure was late. Google Cloud barely existed. Yet today all three are multi-hundred-billion-dollar businesses. There wasn’t just one winner. There was room for several giants.
“People keep asking who the ‘AWS of crypto’ will be. My answer is there will be multiple. And Solana is absolutely going to be one of the big ones.”
– Anthony Scaramucci on CNBC, December 2025
That single sentence flipped the script for a lot of investors. Because if tokenization really does become the next infrastructure wave (and every major bank seems to agree it will), then betting against high-performance chains suddenly feels a lot like betting against the internet in 1999.
What Tokenization Actually Means in 2025
Let’s zoom out for anyone who’s been living under a rock. Tokenization isn’t just putting a PDF on chain and calling it a day. We’re talking about turning literally any asset into a programmable, instantly transferable, 24/7 tradable token.
- A Manhattan apartment building split into 10,000 tokens that pay rent dividends monthly
- Treasury bills that yield in real time and can be used as collateral anywhere
- Private credit funds that onboard investors with a wallet instead of a 200-page subscription agreement
- Royalties from your favorite artist’s new album streaming directly to token holders
This isn’t science fiction anymore. BlackRock, Fidelity, Franklin Templeton — they’re all here. The question isn’t if tokenization happens. It’s which chains capture the volume.
And right now, Solana is eating everyone’s lunch on cost and speed.
The Technical Edge Nobody Wants to Talk About
Here’s something the maximalists hate admitting: most institutional players don’t care about decentralization theater. They care about performance that matches what they already have — or beats it.
Solana’s parallel processing model (something called Gulf Stream, Sealevel, Turbine — yeah, the names are ridiculous) basically lets thousands of smart contracts run at the same time instead of lining up like Ethereum did for years. The result? Transactions that cost fractions of a penny and settle in under a second.
When you’re moving billions in tokenized Treasuries, those fractions add up. Fast.
SkyBridge’s Bet and Why It Matters
Scaramucci didn’t just talk his book — though yes, he’s writing one literally titled “Solana Rising.” SkyBridge has held Solana as a core portfolio position for years. More importantly, he revealed it’s one of his largest personal holdings outside Bitcoin.
That’s the kind of skin in the game that makes Wall Street sit up and listen. This isn’t some 22-year-old DeFi degen shilling bags. This is a guy who raised billions running traditional hedge funds telling his peers — on CNBC no less — that Solana is the real deal.
The Price Action Is Starting to Agree
While everyone was doom-scrolling about macro and Fed speeches, SOL quietly defended the $120–$125 zone like it was Thermopylae. The 100-hour moving average flipped from resistance to support. Volume came in exactly where it needed to.
More telling? The broader market dumped, and Solana barely blinked. That’s not retail panic — that’s accumulation.
Technical analysts are watching two levels now:
- A clean break and close above $158 flips the macro trend bullish
- $176–$180 becomes the next major target (and psychological hurdle)
- Failure to hold $135 opens the door to retest lower trendline support
But here’s what the charts don’t show: every major tokenization announcement in the past six months — from Ondo Finance to Securitize to the new Visa pilot — either launched on Solana or added it within weeks.
The Competition Isn’t Sleeping
Look, I’m not here to drink anyone’s Kool-Aid blindly. Ethereum still has the institutional mindshare. Base and Arbitrum are growing fast. Sui and Aptos are nipping at Solana’s heels with similar high-throughput designs.
But momentum is a real thing in markets. And right now, Solana has it in spades.
Developers vote with their feet. Wallet growth votes with real users. Institutional platforms vote with integrations. On all three metrics, Solana isn’t just winning — it’s lapping the field in certain verticals.
What Happens If He’s Right?
Let’s play this out. Suppose tokenization hits even half the projections floating around ($10 trillion on-chain by 2030, according to some analysts). The chains that settle those assets collect fees. The ecosystems that host the liquidity earn network effects. The tokens that power those ecosystems… well, we’ve seen this movie before.
Scaramucci’s point is brutally clear: the same investors who missed Ethereum at $100 because “it’s just a whitepaper” are making the same mistake with Solana at $140 because “it went down in 2022.”
History doesn’t repeat, but it rhymes.
Final Thoughts — My Take
I’ve been around crypto long enough to know that being loud and early is a dangerous combination. But I’ve also seen what happens when traditional finance finally crosses the Rubicon. They don’t trickle in. They flood.
Scaramucci isn’t asking for permission anymore. He’s telling his peers the train is leaving the station. Whether Solana becomes the dominant rail for the tokenization era or simply one of several winners, the message is the same:
The game has already started. And right now, SOL holders are smiling like they know something the rest of the market hasn’t priced in yet.
Disclosure: Like Scaramucci, I hold SOL in my personal portfolio. This isn’t financial advice — just one observer’s take on a narrative that suddenly feels a lot less crazy than it did six months ago.
