US Sovereign Wealth Fund Could Trigger Unprecedented $150B-$500B Bitcoin Inflows

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.

US President Donald Trump signed an executive order on Monday that will lead to the creation of a new sovereign wealth fund. While the initiative did not explicitly mention Bitcoin during its announcement, market observers are speculating that the nascent fund could include digital assets.

The US sovereign wealth fund is expected to be created within the next 12 months. Howard Lutnick, US Secretary of Commerce, and Scott Bessent, US Secretary of the Treasury, will jointly lead the initiative.

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.”

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.

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, suggesting 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, highlighted Howard Lutnick's leadership in a separate X post. Lutnick serves as both the US Secretary of Commerce and CEO of Cantor Fitzgerald.

Walton highlighted several 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”

The global BTC market is now watching and waiting, aware that even a modest allocation from the incoming US sovereign wealth fund could reshape the landscape and herald a new wave of institutional participation worldwide. At press time, BTC trades at $99,450.