The $2 Billion Bitcoin Machine: How One Man Could Be Setting Up the Biggest Pump in History
The $2 Billion Bitcoin Machine: How One Man Could Be Setting Up the Biggest Pump in History
Yes, you read that right. One man inside the U.S. government could be orchestrating the biggest Bitcoin pump we've ever seen.
And no, this isn’t clickbait. It’s bigger than most people realize.
We’re talking about Howard Lutnik, the U.S. Commerce Secretary.
His web of connections places him at the center of a shadow network of whales holding nearly 600,000 Bitcoin.
So, why is someone with that much power building a $2 billion Bitcoin machine? What does Tether have to do with it? And is the U.S. government planning a sovereign wealth fund to back it all up?
Howard Lutnik: The Man at the Center of It All
Most people have never heard of Howard Lutnik, but he’s not just another bureaucrat. He’s the CEO of Cantor Fitzgerald, an old-school Wall Street institution. And now, as the U.S. Commerce Secretary, he’s not just playing the game—he’s writing the rules.
Cantor Fitzgerald quietly launched a Bitcoin financing business, providing liquidity for borrowing against Bitcoin.
This $2 billion fund injects liquidity into the Bitcoin market without triggering traditional supply-and-demand metrics. That’s significant because, as any seasoned investor knows, borrowing against your Bitcoin is a way to leverage assets without selling.
That’s exactly what Cantor Fitzgerald is facilitating—allowing Bitcoin holders to tap into their holdings without offloading them.
The Tether Connection: What’s Really Going On?
Cantor Fitzgerald isn’t just throwing money into Bitcoin financing. It also owns a 5% stake in Tether, the world’s largest USD stablecoin provider.
Tether, which holds over 83,000 Bitcoin, has long been speculated to have a role in Bitcoin price movements. While many have dismissed Tether-related Bitcoin pump theories as conspiracies, this connection raises new questions. Why would Cantor Fitzgerald buy into the largest stablecoin printer in the world?
And then there’s Strategy (formerly MicroStrategy), the largest corporate holder of Bitcoin. Cantor Fitzgerald made a billion-dollar investment into Strategy in Q4 of 2024. Clearly, Lutnik and Cantor Fitzgerald see something others don’t.
The U.S. Government’s Bitcoin Plans
Now, here’s where things get interesting. Lutnik is working within the government to build not one, but two government-level Bitcoin programs:
A U.S. Sovereign Wealth Fund – The government could begin acquiring Bitcoin as a long-term strategic asset.
A U.S. Strategic Bitcoin Reserve – A separate entity could function similarly to the Strategic Petroleum Reserve, but for Bitcoin.
If this happens, the U.S. government could become one of the largest Bitcoin holders in the world. And who would be advising them? Howard Lutnik.
The Bitcoin Flywheel Machine: How This All Works
This entire system isn’t just a coincidence. It’s a coordinated financial flywheel designed to amplify Bitcoin’s price:
Capital injection – Cantor Fitzgerald’s Bitcoin financing business brings fresh liquidity without requiring Bitcoin sales.
Market surge – Borrowed capital enables major traders, funds, and whales to buy more Bitcoin.
Institutional profit cycle – Firms like Strategy and Tether see their Bitcoin holdings increase in value.
Government backing – A sovereign wealth fund and strategic Bitcoin reserve create continuous buy-side pressure.
Institutional FOMO – With government legitimacy, pensions, endowments, and corporations jump in, pushing the price even higher.
Each cycle of this flywheel compounds the price movement. More liquidity means more demand, which means more borrowing, which means higher prices. And if Bitcoin is positioned as a national strategic asset, we could see an institutional buying spree like never before.
What This Means for Bitcoin Investors
This isn’t retail-driven speculation anymore. This is a full-scale institutional adoption wave, driven by financial engineering at the highest levels. Governments and private firms aren’t guessing here—they’re positioning.
We’re now entering the second phase of Bitcoin’s adoption: the institutional frenzy phase (2020–2030). This is where governments and major financial institutions lock in their positions, preparing for a Bitcoin-driven financial system. And if this Bitcoin flywheel keeps spinning, we’re not talking about percentage gains—we’re talking about exponential price increases.
So, while others are worried about Bitcoin’s past price fluctuations, the real money is being made by those who understand where this is all heading. The future isn’t about whether Bitcoin will go up—it’s about who will control it when it does.
Then there’s Tether’s T-bill holdings. It holds more T-bills than Japan, almost as many as Germany and Japan combined. Tether is being groomed as a CBDC.
Great article. When I read that Howard Lutnick's old firm, Cantor Fitzgerald, purchased $1 billion worth of Strategy (formerly Microstrategy - $MSTR) in Q4 2024, that was very interesting.
While he needed to divest from Cantor Fitzgerald, the company is now run by his kids. Interesting. Interesting.
And Howard, as the new Secretary of Commerce, is a driving force for Bitcoin within a pro-Bitcoin administration.
I know people feel passionate on both sides of MSTR (pro and con), but I continue to be bullish.
"Howard Lutnick's Kids Will Run Cantor Fitzgerald" - https://www.youtube.com/watch?v=60evE_xmEUI