Cathie Woods

Founder. CEO and CIO @ARKinvest. Thematic portfolio manager for disruptive nnovation. mom, economist, and women's advocate. Disclosure:

[ARK Funds @ARK_Funds]

Bloomberg Senior ETF Analyst @EricBalchunas joins ARK President and Chief Operating Officer Tom Staudt on a brand new "Fund In Focus" to discuss the ARK Venture Fund and broader access to private markets.

Watch now! https://t.co/GbU3EqBazD

[Canton Network @CantonNetwork]

One way or another, the majority of assets will move onchain.

Canton is engineered to support these flows with configurable privacy and permissioning, built for regulated markets at scale.

@CathieDWood x @Drwconvexity

[ARK Invest @ARKInvest]

The strategic integration of SpaceX and xAI is set to redefine the AI landscape, offering a blueprint for the next decade's technological advancements. Hear our team's thoughts on the acquisition on "The Brainstorm."
https://t.co/1bKGUIx5SC

[Daniel Maguire @DMaguireARK]

Current AI bottleneck: access to power

Future AI bottleneck: access to launch capacity

SpaceX/xAI: the ultimate AI infrastructure play

[Nick Grous @GrousARK]

It’s always important to define what really matters.

Robinhood is rebuilding consumer finance from the ground up for digital-native investors.

What looks like a brokerage is really a distribution engine for the next generation of financial products.

As legacy institutions age out, Robinhood’s platform model gives it a structural edge most still underestimate.
https://t.co/0KHYrPkxqZ

[Cathie Wood @CathieDWood]

Put in perspective, the trade-weighted dollar (DXY) has corrected but has not crashed. If this Administration's policies increase the ROIC in the US relative to that in the rest of the world, the dollar could soar, like it did under Reaganomics in the early eighties.

[Cathie Wood @CathieDWood]

As measured by #Truflation, consumer price inflation has dropped to 0.86% on a year-over-year basis, breaking significantly below the 2-3% range in place for the past two years. In our view, inflation could turn negative, contrary to @BlackRock and @PIMCO forecasts.

[Cathie Wood @CathieDWood]

Against consensus thinking these days, bitcoin, ether, Solana, and perhaps hyperliquid could be good diversifiers. Since early 2020, the correlation between the bitcoin price and the gold price has been very low, 0.14. Gold led bitcoin in the last two major bitcoin bull markets.

[Cathie Wood @CathieDWood]

Based on many of the replies here, an underlying assumption is that the US dollar’s role as the world’s reserve currency is diminishing, in line with US exceptionalism, the same sentiment before Reaganomics. This administration’s economic policies are Reaganomics on steroids.

[Cathie Wood @CathieDWood]

In ARK’s non-consensus view, the dollar is poised to turn and move up dramatically, as it did in the early eighties because, based on this administration’s economic policies, the return on invested capital in the US is likely to increase relative to that in the rest of the world.

[Lorenzo Valente @LorenzoARK]

Gold’s market cap as a % of US M2 just hit ~170%+.

This is an all-time high, matching the Great Depression (1934) and above the 1980 inflation peak.

Historically, extremes in this ratio show up around macro stress/dollar regime shifts and often mark turning points (1980 preceded a 60%+ gold drawdown).

This feels like a pivot moment again: there’s no real consensus, and that’s exactly why there may be a lot of alpha for whoever’s right from here.

[Cathie Wood @CathieDWood]

Also important to note is that the correlation between the bitcoin and gold prices has been 0.14 since early 2020, and that the gold price led the last two significant bull moves in the bitcoin price in the last two major cycles.

[Elon Musk @elonmusk]

Not AI

[Cathie Wood @CathieDWood]

In @ARKInvest’s view, US investments should be significant beneficiaries, thanks to dramatic deregulation and the lowest “effective” corporate tax rate in the developed world, both of which will increase the ROIC in the US relative to that elsewhere in the world.

[Cathie Wood @CathieDWood]

Inflating the denominator would put downward pressure on this ratio.

[Cathie Wood @CathieDWood]

Odds are high that the gold price is heading for a fall. Intraday today, the market cap of gold as a percent of the US money supply (M2) hit an all-time high: higher than its peak in 1980 when inflation and interest rates soared to the mid-teens and, even more shocking...

[Cathie Wood @CathieDWood]

The US economy today looks nothing like the double-digit inflation-prone 1970s or the deflationary bust of the 1930s. True, foreign central banks have been diversifying away from the dollar for years; yet, the 10-year Treasury bond yield peaked at 5% in late 2023 and is now 4.2%.

[Cathie Wood @CathieDWood]

While parabolic moves often take asset prices higher than most investors would think possible, the out-of-this-world spikes tend to occur at the end of a cycle. In our view, the bubble today is not in AI, but in gold. An upturn in the dollar could pop that bubble, a la 1980 to 2000 when the gold price dropped more than 60%.

[ARK Invest @ARKInvest]

Did someone mention 2016? 👀
Enjoy unreleased pics from the archive. #throwback

[ARK Invest @ARKInvest]

Owning what’s next starts with identifying it. Here’s our biggest ideas recapped by @CathieDWood in a new "Big Ideas 2026" video.

Download the full "Big Ideas 2026" report: https://t.co/Uw1o20VSMc