How Trump’s Plans Could Turbocharge MicroStrategy

Early this month, US President Donald Trump Donald Trump Donald Trump is an American former president politician, businessman, and media personality, who served as the 45th president of the U.S. between 2017 to 2021. Trump earned a Bachelor of science in economics from the University of Pennsylvania in 1968. Trump won the 2016 presidential election as the Republican Party nominee against Democratic Party nominee Hillary Clinton while losing the popular vote. As president, Trump ordered a travel ban on citizens from several Muslim-majority countries, diverted military funding toward building a wall on the U.S.–Mexico border, and implemented a family separation policy. Trump has remained a prominent figure in the Republican Party and is considered a likely candidate for the 2024 presidential election President inked an executive order, paving the way for the establishment of a Sovereign Wealth Fund. Howard Willaim Lutnick, whom Trump is expected to nominate for the role of the Secretary of Commerce, is likely to play a leadership role in the fund development process.

Notably, a striking X post by Cory Bates reveals that Cantor Fitzgerald, the American financial services firm once led by Lutnick as its Chairman and CEO, increased by at least 20% in the current quarter its holdings in microstrategy microstrategy – Business Intelligence a company known for its aggressive Bitcoin investment strategy. It appears to suggest that Cantor Fitzgerland’s investment decisions might be informed by strategic foresight related to Lutnik’s position with the wealth fund. Curious? Read on!

Howard Lutnik’s New Role in the US Sovereign Wealth Fund

American business leader Howard Lutnick is very close to Trump. He was a key fundraiser for Trump in both the 2020 and 2024 presidential campaigns. He even served as a co-chair of Trump’s 2024 presidential transition team. 

Bates’ post suggests that Lutnick was named by Donald Trump to lead the US Sovereign Wealth Fund development process. 

It was on February 3, 2025 that the White House released the executive order, directing the establishment of the fund. As per the press release issued by the White House on that day, titled “A Plan for Establishing a US Sovereign Wealth Fund,” the order states that it is the policy to maximise the stewardship of the US’ national wealth for the sole benefit of American citizens. 

The press release states that the fund aims to promote fiscal sustainability, lessen the burden of taxes on American families and small businesses, establish economic security for future generations, and promote US economic and strategic leadership internationally.  

The Secretary of the Treasury and the Secretary of Commerce were ordered to submit a plan for the establishment of a Sovereign Wealth fund to the president within 90 days of the date of the order.  

They were asked to make recommendations for funding mechanisms, investment strategies, fund structures, legal considerations and a governance model.  

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Cantor Fitzgerland’s Investment in MicoStrategy 

According to Bates’ X post, Cantor Fitzgerald increased its holdings in Microstrategy by 20% this quarter.

It is clear that Bates suspects that the firm’s investment decisions might be informed by insider knowledge or strategic foresight related to Lutnick’s position with the newly proposed Sovereign Wealth Fund.  

Microstrategy holds no fewer than 478,740 BTC tokens, worth $46,094,906,412. In the last five days, the MSTR share has seen a growth of 1.37%. In the last 24 hours alone, it surged by approximately 3.94%.