Ark Invest CEO and CIO Cathie Wood joined Fox Business’s ‘Morning With Maria’ to discuss her investment strategy, as she believes the US is entering a ‘historic productivity surge’, and why she is bullish on Bitcoin (BTC) for 2026.
Related reading
The four-year cycle will be ‘disrupted’
On Tuesday, Ark Invest CEO Cathie Wood said shared her perspective on recent Bitcoin performance, which has returned more than 10% in the past month and has struggled to regain crucial levels in recent weeks.
According to Wood, Bitcoin is behaving like a risky asset and is currently “climbing another wall of worry” that has made investors wary of the upcoming performance of the leading crypto assets.
As she explained, there is fear about the four-year cycle, which suggests that 2026 will be a correction year for Bitcoin. Historically, BTC has seen significant price declines during bear markets, with pullbacks of as much as 75% to 90% in previous cycles.
The aggressive correction in the fourth quarter of 2025 has shattered most investors’ expectations of a year-end bull run, raising concerns that the crypto market has already entered the bearish phase of the cycle following the more than 30% decline from October highs.
However, Ark Invest’s CEO believes that “the four-year cycle will be disrupted” as volatility has decreased significantly in recent years and large-scale investors are turning to the fast-growing sector.
“We believe the move by institutions to this new asset class will prevent much further decline,” Wood affirmed, noting, “We might have seen it a few weeks ago,” when BTC managed to hold the $80,000 mark during the late November correction.
She previously claimed that growing institutional adoption will be a powerful driver of the cryptocurrency’s long-term value, adding that institutions have “really just dipped their toes into this space. We’re just getting started, so we’ve got a long way to go.”
Bitcoin will soon outperform gold?
During the interview, Wood also confirmed her previous prediction that the flagship crypto will outperform gold next year, despite its choppy performance in the final quarter of 2025.
She emphasized that “gold is more of a risk investment,” and that the 60% year-to-date (YTD) gain is “proof” that Bitcoin is climbing a wall of worry as investors “use gold as a hedge against geopolitical risks.”
Nevertheless, the CEO of Ark Invest pointed out that gold peaked between the early 1980s and the late 1990s and “went down as we were in the golden age of innovation, ending with the Internet.”
Related reading
Now she believes the same thing could happen soon, as what she calls “the AI era” dawns and the market may recover. Meanwhile, she predicted that Bitcoin would remain risky and outperform gold in 2026.
“I truly believe we are moving from a rolling recession, which we have been in for the last three years, to a rolling recovery, which we believe we are now entering. Then will come a productivity-driven boom unlike anything we have seen before,” Wood concludes.
At the time of writing, Bitcoin is trading at $94,011, up 3.75% on the daily time frame.
Featured image from Unsplash.com, chart from TradingView.com