Solari Capital has come out of stealth — a public launch after a period of operating out of view — with $350 million deployed across artificial intelligence, biotech, and Bitcoin. In a video interview with Bitcoin Magazine, founder AJ Scaramucci laid out the firm's "programmable reality" investment thesis and explained why Bitcoin sits at the core of the firm's strategy as a bet against monetary debasement.

The "Programmable Reality" Thesis

At the heart of Solari Capital's framework is the idea that exponential growth in computing power — the compounding curve long described by Moore's Law — is turning biology, physical matter, intelligence, and finance into programmable systems. Scaramucci argues that this shift is opening the door to programmable matter through robotics, "alchemy," and embodied AI, and toward what he describes as physical superintelligence and a next paradigm in physics. That final domain, finance, resurfaces at the close of the interview in the discussion of tokenized private shares.

The conversation also examines how close humanoid robots may be to real-world deployment, drawing lessons from Waymo, Alphabet's autonomous driving unit, whose robotaxis have moved from testing into commercial operation in US cities. Waymo's path runs back to Google's self-driving project, begun in 2009, a reminder of how many years can separate autonomy research from large-scale commercial service. Scaramucci additionally discusses frontier AI labs, the role of open source, and the application layer of the AI stack.

Bitcoin and Monetary Debasement

Within Solari's framework, Bitcoin functions as a core bet against monetary debasement, the erosion of a currency's purchasing power as its supply expands. Bitcoin's protocol caps its total supply at 21 million coins, a fixed issuance schedule that contrasts with fiat currencies, whose supply can be expanded by central banks.

The interview also weighs scarcity against abundance, comparing gold and Bitcoin with the "Mag 7" — the Magnificent Seven US mega-cap technology stocks: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla. The comparison distills two competing logics of value: scarcity of supply on one side, compounding growth on the other.

Collectibles, Fossils, and Tokenized Shares

The discussion extends beyond conventional technology investments. Scaramucci explores collectibles as a cultural store of value, including the market for dinosaur fossils, where Tyrannosaurus rex specimens have been treated as an asset class. The niche drew mainstream attention in 2020 when a T. rex nicknamed Stan sold at a Christie's auction for $31.8 million. The conversation closes with Fission Labs and the tokenization of private company shares, a development the interview connects to the future of IPOs. In this context, tokenization means representing ownership of shares as digital tokens recorded on a blockchain — a mechanism the discussion links to the possibility of transferable stakes in private companies before they reach a public listing, the point at which such shares have traditionally become broadly available.

Interview Chapters

• 0:00 — AJ Scaramucci and Solari Capital's Programmable Reality Thesis
• 1:22 — Programmable Matter: Robotics, Alchemy, and Embodied AI
• 2:56 — Physical Superintelligence and the Next Paradigm in Physics
• 4:16 — How Close Are Humanoid Robots? Lessons From Waymo
• 5:27 — Bitcoin and Monetary Debasement in Solari's Framework
• 6:56 — Scarcity vs. Abundance: Gold and Bitcoin vs the Mag 7
• 8:23 — Frontier AI Labs, Open Source, and the Application Layer
• 9:12 — Treasure Trove and Collectibles as a Cultural Store of Value
• 11:39 — The Dinosaur Fossil Market: T-Rex as an Asset Class
• 13:26 — Fission Labs, Tokenized Private Shares, and the Future of IPOs

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

This article is based on coverage first published on Bitcoin Magazine and written by Patrick Green.