Bitcoin could see unprecedented capital inflows ranging from $150 billion to $500 billion as US President Donald Trump signed an executive order on Monday mandating the creation of a new sovereign wealth fund. The initiative—which did not explicitly reference BTC during its announcement—will be helmed jointly by US Secretary of Commerce Howard Lutnick and US Secretary of the Treasury Scott Bessent.
The US sovereign wealth fund (SWF) is expected to be created within the next 12 months. Although official details remain sparse, market observers note that both Lutnick and Bessent have been vocal supporters of Bitcoin, prompting speculation that the nascent fund could include digital assets.
Why $150 Billion Bitcoin Inflows Are Reasonable
Well-known BTC advocate Florian Bruce-Boye offered a sweeping outlook via X, suggesting the upcoming US sovereign wealth fund is destined to become “the largest sovereign wealth fund in the world in the long term.” He stated:
“The USA will create a sovereign wealth fund. It is set to become the largest sovereign wealth fund in the world in the long term. That would be $2 trillion dollars. That is as big as BTC itself. With H. Lutnick and S. Bessent at the helm, it is highly likely that Bitcoin will be included in this sovereign wealth fund.”
Bruce-Boye pointed to the personal investment profiles of both Lutnick and Bessent, emphasizing their favorable views on Bitcoin. According to his statements, Lutnick “has hundreds of millions in BTC and, according to his own statements, buys every dip,” while Bessent “sees Bitcoin as a freedom technology.”
Drawing further parallels, Bruce-Boye highlighted how Norway’s $1.8 trillion fund and Saudi Arabia’s $1 trillion fund could add “another 1.5 times the market capitalization of Bitcoin” if they follow suit. He referenced a recent comment from BlackRock CEO Larry Fink, who mentioned a sovereign wealth fund seeking guidance on whether to invest “2% or 5%” in BTC.
Bruce-Boye concluded by quantifying the possible capital flow: “3% of $4.8 trillion dollars is $150 billion. At current prices, that’s around 1.5 million BTC… And that’s only if the three largest build up a small position. Anyone who has not yet ‘studied’ Bitcoin should do so as soon as possible.”
Or Even $500 Billion?
Echoing a similar optimism, Apollo co-founder Thomas Fahrer posted: “The US Sovereign Wealth Fund should reach $5T AUM pretty quickly. For context, Norway’s fund holds $2T, and they have a population of 6M people. 10% allocation to Bitcoin makes sense, so that’s about $500B buying over the next couple of years. Bullish.”
Fahrer’s estimate pushes the potential inflow even higher, implying that if the US fund does indeed adopt a strategic BTC allocation, it could trigger a multi-year wave of institutional demand.
Jeff Walton, digital capitalist and founder of True North, underscored the significance of Howard Lutnick’s leadership in a separate X post. Lutnick, who serves as both the US Secretary of Commerce and CEO of Cantor Fitzgerald, is known for his substantial personal position in BTC.
Walton wrote: A couple of fun details about Howard and Cantor Fitzgerald:
1. Howard owns “hundreds of millions of dollars of Bitcoin, and it’s going to be Billions”
2. Cantor Fitzgerald owns a 5% stake in Tether, and manages Tether’s treasury assets
3. Cantor is launching a $2 Billion Bitcoin financing lending business, that would use Bitcoin as collateral for USD loans.
4. “We will build the best platform for financing Bitcoin”
5. “We are Cantor Fitzgerald, and we will support Bitcoin”
For now, the global BTC market watches and waits, aware that even a modest allocation from the incoming US sovereign wealth fund could reshape the landscape —and possibly herald a new wave of institutional participation worldwide.
At press time, BTC traded at $99,450.
