Cathie Wood, head of ARK Invest, believes markets may be on the verge of a surprising rebound, despite widespread concerns about economic slowdown.
In her latest investor update, Wood suggests that some of the biggest fears weighing on investors—rising interest rates, market concentration, and inflated valuations—are beginning to fade.
Rather than bracing for a downturn, she argues, we could be heading into a period of renewed optimism driven by productivity gains.
While many economists continue to predict a looming recession, Wood envisions a different outcome: a broader recovery powered by innovation and efficiency, signaling the possible end of what she calls a “rolling recession.”
Turning to Bitcoin, Wood highlighted a long-term chart comparing BTC to gold. Despite gold’s recent surge, which briefly dragged the ratio down, the overall trend still favors Bitcoin, she says. In her view, BTC has simply been cooling off after a sharp rise last year—behaving more like a tech stock than a defensive asset.
According to Wood, the correction hasn’t derailed the upward momentum. With gold now at historic highs, Bitcoin may be poised to reassert its strength, particularly if investors begin to favor risk assets again.
Crypto markets welcomed a major policy breakthrough this week as the U.S. Senate passed the GENIUS Act, a bill designed to regulate stablecoins across the country.
As crypto markets drift in a holding pattern, sentiment among everyday traders is showing signs of pessimism—and that might be exactly what Bitcoin needs to break higher, according to blockchain intelligence platform Santiment.
While many in the hedge fund world remain hesitant about Bitcoin’s long-term relevance, especially beyond the Trump era, Eric Semler is moving in the opposite direction—and doing so aggressively.
The current trajectory of the crypto market may be unfolding in a way that echoes the early stages of 2017, according to Real Vision CEO Raoul Pal.