Solari Capital has come out of stealth mode with $350 million already deployed across artificial intelligence, biotech and Bitcoin, the fund said this week. It's run by founder AJ Scaramucci, who is framing the portfolio around a single idea: that exponential computing power is turning biology, matter, intelligence and finance into programmable systems.
Scaramucci calls it the "programmable reality" thesis. Under that umbrella, Bitcoin isn't a side position — it's the core bet against monetary debasement.
What Solari says it's building
The firm has put its $350 million to work in three buckets, and the video material accompanying the launch maps out how it thinks about each. On the matter and robotics side, the chapters run through programmable matter, physical superintelligence and humanoid robots — with Waymo held up as the case study for what scaled autonomy actually looks like in the physical world.
Biology and frontier AI get their own stretch. The material covers frontier AI labs, open source, and the application layer sitting on top of the models. That's the software half of the thesis: computing power makes the lab bench and the data center look less like separate disciplines and more like the same programmable substrate.
Bitcoin next to the Mag 7
The Bitcoin segment is framed as a scarcity-versus-abundance argument. Gold and Bitcoin sit on the scarcity side; the Magnificent 7 sit on the abundance side. That's a clean way of saying the fund sees debasement risk in fiat and wants an asset whose supply can't be expanded by a committee.
It's not an unusual position for a crypto-adjacent fund in 2026, but it is notable that Bitcoin is being slotted alongside AI and biotech rather than treated as a separate, riskier sleeve. Scaramucci's argument is that all three are downstream of the same trend: compute getting cheap enough to reprogram things that used to be fixed.
Fossils, collectibles and tokenized shares
The oddest part of the lineup is also the most concrete. Solari's material includes treasure trove and collectibles as a cultural store of value, and a dedicated segment on the dinosaur fossil market — T-Rex specimens treated as an asset class, not a museum curiosity.
Then there's Fission Labs, which the fund ties to tokenized private shares and the future of IPOs. That's the part with the clearest regulatory edge: putting private equity on-chain raises the same questions every tokenization project has run into, and the answers aren't settled.
Where the fund goes from here
Solari hasn't said how much of the $350 million sits in each bucket, and it hasn't named limited partners. The firm's public material is heavier on thesis than on deal specifics, which is typical for a first-time fund coming out of stealth.
The near-term question is whether the collectibles and fossil-market pieces are actual allocations or just thematic framing. Anyone watching the tokenized-shares space will want to see what Fission Labs ships first.
