Thereโs a silent time bomb sitting in the global financial system.
Over $7.4 trillion parked in money market funds โ not in stocks, not in real estate, not in gold, not in Bitcoin.
Just idle Treasury bills earning 5%+, waiting for a single Federal Reserve decision to unleash the biggest capital rotation in human history.
This isnโt โsafe investing.โ
Itโs a coiled spring โ and the Fed holds the trigger.
๐น The Detonation Math
When the Fed cuts rates by 150โ200 basis points, MMF income collapses by $100โ140 billion annually.
That capital wonโt sit still โ it will hunt for yield.
1% reallocation = $74B
10% = $740B
20% = $1.48T
Once the flow begins, it wonโt trickle โ it will flood every risk asset.
๐น The Forgotten Pattern
1998 โ $1.3T MMF โ Fed cuts โ Tech bubble ignites
2003 โ $2.1T MMF โ Fed cuts โ Housing mania starts
2009 โ $3.8T MMF โ Fed cuts โ Everything rallies 300%+
2025 โ $7.4T MMF โ Fed signaling cuts โ Unknown territory
Now the liquidity powder keg is twice as large, and this time Bitcoin exists as an institutional-grade, 24/7 scarce asset.
๐น Four Key Triggers
1๏ธโฃ 3-Month T-Bill drops below 4.0%
2๏ธโฃ Fed signals sequential cuts, not one-and-done
3๏ธโฃ High-yield spreads compress below 350bps
4๏ธโฃ Crypto ETF inflows hold above $2B per week
When all four align โ thatโs the detonation sequence.
๐น The Bitcoin Equation
MMF size: $7.4T at 5%
Bitcoin supply: fixed 21M, 96% already mined
If just a fraction rotates:
5% โ Bitcoin $280Kโ$350K
10% โ Bitcoin $550Kโ$700K
15%+ โ Bitcoin $1M+
Thatโs not hype โ itโs math.
Finite supply meets infinite liquidity.
๐น The Fedโs Dilemma
Keep rates high โ Recession & debt spiral
Cut rates โ Liquidity tsunami
Bond markets are already pricing in 150โ200bps of cuts through 2026. The spring is already winding.
โฐ The Countdown
Once 3-month yields fall from 5% to 3%, capital wonโt wait โ it will move fast.
Gold: limited but uncertain
Real estate: illiquid
Stocks: overvalued
Bonds: debasing
Bitcoin: provably scarce, globally liquid, 24/7
The biggest pile of dry powder in human history is about to target the scarcest asset ever created.
The trigger is Fed policy.
The timing is in motion.
The outcome โ inevitable.
Choose accordingly.
