The Clarity Act passing will finally give guidance to institutions that legally cannot buy Bitcoin today.
That means:
• $40T in U.S. pensions
• $30T in corporate & institutional treasuries
• $7T in insurance capital
• $11T in sovereign wealth funds
• $10T in 401(k) & retirement plans
• $100T in RIA-managed money
A 1–3% allocation = trillions.
Example:
If just pensions and RIAs allocated 1%, that’s:
1% of ($40T + $100T) = $1.4 trillion in potential flows.
For context:
Bitcoin’s entire free-floating supply available on exchanges is well under 2 million.
$1.4T in new demand chasing <2M Bitcoin implies a price of:
•$700,000 BTC at a 2M float
•$350,000 BTC at a 4M liquid float
•$1,000,000+ BTC if allocations reach 2–3% over time
That’s not hopium.
That’s simple supply-and-demand math.
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