Cathie Wood predicts next gold crash, sees Bitcoin outperforming

Ark Invest laminitis and CEO Cathie Wood has been vocally bullish astir the U.S. system contempt troubling economical data.

Wood connected Dec. 5 cleared aerial connected inflation, lodging and her outlook connected Bitcoin versus gold. For context, Wood is 1 of the astir influential tech and crypto investors successful the world, champion known for making bold, aboriginal bets connected Bitcoin, Tesla, AI and genomics.

She founded ARK Invest, a large U.S. concern steadfast focused connected high-growth innovation sectors. Her calls signifier however Wall Street views the aboriginal of exertion and integer assets.

Related: Cathie Wood backs down connected $1.5M Bitcoin terms prediction

Wood acknowledged that ostentation “does look to person been stuck successful this 2 and a fractional to 3 percent scope for a portion now.”

In the U.S., header CPI was moving adjacent 3.0% year-over-year successful September 2025, somewhat supra the Federal Reserve’s 2% target, portion the Fed’s preferred PCE gauge hovered astir 2.6% to 2.8%.

Even so, she argued that stronger existent maturation and productivity, not much complaint hikes, are what volition bring terms pressures down:

“Many radical presume that maturation means inflation. That's perfectly wrong. If you look astatine the 45 years with the objection of COVID, the 45 years since ostentation peaked successful the aboriginal 80s, erstwhile existent maturation has picked up, ostentation comes down, mostly due to the fact that of productivity gains.”

She argues:

• When the system grows due to the fact that of exertion (blockchain, AI, robotics, automation, etc.)

• Businesses tin nutrient much with less costs

• That pushes prices down

• Meaning ostentation falls, not rises

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• Wall Street giants including BlackRock dump MicroStrategy shares

As Peter Schiff and Binance laminitis Changpeng Zhao (CZ’s) clash implicit Bitcoin and golden acceptable crypto societal media buzzing again, Cathie Wood has stepped successful with her ain instrumentality connected however the 2 assets stack up.

Using a illustration of golden comparative to the wealth proviso (M2), she noted that the ratio “really is arsenic precocious arsenic it's ever been but for the Great Depression,” a clip erstwhile the wealth proviso was really shrinking and the dollar was devalued against gold. Today, by contrast, wealth maturation has turned affirmative again.

She argued galore golden buyers are inactive positioned for a delayed ostentation question from the COVID-era liquidity surge, but past shows that golden tin autumn hard erstwhile ostentation fears fade.

Cathie Wood compared today’s situation to the aboriginal 1980s, erstwhile golden collapsed aft peaking.