The most bullish setup in markets isn't the price action. It's the $3 trillion sitting on the sidelines. U.S. retail money market funds just hit a record $3.05 trillion, up $202 billion year-over-year and tripled since 2022. That's not defensive positioning anymore. That's a generation of retail investors who missed the entire AI rally sitting in 5% money markets while the $QQQ went from $550 to $731. The chart is breaking out: $QQQ at $731 today, clearing the ATH consolidation box that trapped the index for weeks. RSI at 61, MACD crossing green and accelerating. The cuña descendente inside the box resolved to the upside with conviction. The mechanism: $3 trillion in cash doesn't stay in cash forever. When money market rates start falling, and they will when the Fed pivots, that capital has to go somewhere. Equities are the obvious destination. The rotation from cash to risk assets at this scale would be one of the most powerful tailwinds the market has seen. $700 is the floor. Lose it and the breakout was a false one. Hold it and the path to new ATHs opens with $3 trillion in potential fuel behind it. Does $3T in cash eventually chase this breakout, or do high rates keep it parked through year-end? 👇
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