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BTC AJ Scaramucci 宣布 Solari Capital 结束隐蔽期，布局“可编程现实”投资理念
据《Fortune》报道，风险投资人兼企业家 AJ Scaramucci（他创立了收藏品平台 Treasure Trove）于周四正式宣布其旗下公司 Solari Capital 结束隐蔽运营状态。目前，该基金已在早期投资、后期成长型投资以及内部孵化项目上部署了约 3.5 亿美元的资金。
AJ Scaramucci 拥有斯坦福大学工商管理硕士学位。他的职业生涯始于 2013 年在特斯拉的工作经历，随后转至谷歌。在谷歌期间，他曾与前任阿尔法贝特（Alphabet）首席执行官埃里克·施密特短暂共事。他是华尔街金融家安东尼·斯卡拉穆奇（Anthony Scaramucci）的儿子。安东尼·斯卡拉穆奇早年曾在高盛工作，后创立了 SkyBridge Capital。这家纽约投资公司目前在对冲基金和加密策略方面管理着数十亿美元的资产。
老斯卡拉穆奇曾于特朗普总统第一任期内的 2017 年短暂担任白宫通讯主任，但在任职十天后被解职。他在比特币市场颇具知名度。2025 年 8 月，他曾警告称，比特币可能会先暴跌 40%，随后最终达到 50 万美元。事实上，比特币在当年 10 月曾突破 12.6 万美元的高点，但在随后的几个月里下跌了约 50%。
核心论点：万物皆可编程
AJ Scaramucci 的投资理念被称为“可编程现实”（Programmable Reality）。其核心观点是：随着计算能力的不断累积，金钱、生物、智能和物质都将变得可以像软件一样进行精确的工程化设计和构建。
他将这一理念的起源追溯至 2012 年，当时他在斯坦福大学的宿舍里读完了彼得·戴曼迪斯（Peter Diamandis）的著作《丰饶》（Abundance）。
Solari 将资金分散投资于四个垂直领域：
- 可编程智能（Programmable Intelligence）：涵盖人工智能和算力领域，包括对 xAI 和 AI 教育平台 Kira Learning 的投资。xAI 是由埃隆·马斯克创立的人工智能公司，开发了 Grok 聊天机器人，并于今年早些时候与 SpaceX 合并。
- 可编程生物（Programmable Biology）：涉及药物发现、基因疗法和长寿领域。
- 可编程物质（Programmable Matter）：覆盖航空航天、国防、能源和机器人技术。
- 可编程金融（Programmable Finance）：这是与加密货币最相关的垂直领域，涵盖区块链基础设施、去中心化金融（DeFi），以及斯卡拉穆奇所称的“货币贬值对冲”工具。
加密领域的布局
Under the "Programmable Finance" segment, Solari's portfolio includes Genius Terminal (an unmanaged, multi-chain trading terminal), Fission Labs (tokenizes venture backed private companies for liquidity secondary market transactions), and Architect Financial. According to Fortune, the latter was described by Solari as the first U.S. derivatives exchange built specifically for the AI economy.
Solari also supports American Bitcoin, a mining company co-founded by Eric Trump. In July 2025, Solari participated in more than $100 million in the company's $220 million financing round. The investment stems from an 11-year friendship with the founder of U.S. Bitcoin Corporation, which later merged into Hut8 and spun off American Bitcoin.
Scaramucci's crypto bets are rooted in his broader, deliberately reverse investment perspective on value creation. He believes that since 2008, the market value created by gold and Bitcoin has exceeded that of the entire "Big Seven" technology stock group; at the same time, the average life span of a currency is about 26 years.
In his view, currency devaluation-the gradual erosion of money's purchasing power through government spending and money printing-is a decisive feature of 21st century finance. So assets such as Bitcoin, gold and even rare collectibles are all manifestations of the same transaction: hedging against the decline in the value of traditional currencies.
