Money market funds have reached a record high, with total assets hitting $7.4 trillion — nearly double the entire crypto market cap.
At the moment, most of this capital is sitting in T-bills. But once interest rates begin to drop, T-bill yields will fall, making them much less appealing.
That’s when this massive pool of liquidity is likely to rotate into risk-on assets like stocks and crypto.
So ignore the permabears — the market is primed to move higher.