US EditionIn 2025, Bitcoin Fell 6% And Gold Rose 65%—But Cathie Wood Says BTC Will Win In 2026
- Last year, Bitcoin fell 6% while gold surged 65%, and ARK Invest CEO Cathie Wood said Bitcoin will win in 2026 because gold hit valuations only seen once in 125 years.
- Supply dynamics explain Bitcoin's supply code-locked growth of 1.3% annually, creating scarcity advantage while gold, as measured by NYSE:GLD, rallied 166% since October 2022 as gold miners increase output.
- In its financial models, ARK shows $1,200,000 per coin would imply a market capitalization of $25.2 trillion and would exceed Nvidia's $4.5 trillion value by about five times.
- Portfolio allocators gain diversification from Bitcoin because it moves independently of equities, bonds, and gold, offering portfolio protection despite a rough 2025.
- If Ark's scenario holds, institutional investors could allocate about 6.5% of their assets, or about $13 trillion, to Bitcoin, potentially capturing $19 trillion of gold reserves valued at about $32 trillion.
14 Articles
14 Articles
1 Spectacular Cryptocurrency That Could Soar by 1,159%, According to Cathie Wood
Key PointsBitcoin's market capitalization of $1.9 trillion makes it the world's largest cryptocurrency. A growing cohort of investors considers Bitcoin to be a digital version of gold, but it significantly underperformed actual gold last year. Cathie Wood's Ark Investment Management points to three primary factors that could send Bitcoin soaring by 2030. 10 stocks we like better than Bitcoin › Bitcoin (CRYPTO: BTC) is the world's largest cryptoc…
Cathie Wood Says Bitcoin Is Emerging as a Key Institutional Portfolio Diversifier
Bitcoin could take on a much larger role in institutional portfolios as investors increasingly look for assets that improve diversification and risk-adjusted returns, according to Ark Invest CEO Cathie Wood. In her 2026 market outlook, Wood described bitcoin as a compelling diversification tool due to its historically low correlation with traditional asset classes such as equities, bonds, and gold. Wood emphasized that bitcoins correlation profi…
Bitcoin’s Fixed Supply Strengthens Its Case as Digital Gold, Cathie Wood Says
In a new 2026 outlook from ARK Invest, Wood argues that scarcity is not simply about limited availability, but about whether supply can respond to price — and on that front, Bitcoin stands apart. Key takeaways: Cathie Wood says Bitcoin’s fixed issuance schedule makes it structurally more scarce than gold. Gold supply can expand in response to higher prices, while Bitcoin supply cannot. Bitcoin has delivered stronger long-term returns with slow…
Editor’s Picks: Gold Price Breaks US$4,600, Silver Tops US$93 in Record-Setting Week
Gold and silver are wrapping up yet another record-setting week that’s seen economic uncertainty and geopolitical tensions combine to push prices upward. The yellow metal moved decisively through US$4,600 per ounce on Monday (January 12), trading above that level for a decent amount of the week. For its part, silver reached what’s perhaps an even more impressive price milestone, surging past US$90 per ounce and breaking US$93 on Wednesday (Janua…
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