"Everyone Who Owns Bitcoin Needs To Hear This" - Cathie Wood 2026 New Crypto Update

Hinzugefügt: 2026-05-17

[00:00:00]These are the big four for us.

[00:00:02]Watching Bitcoin to gold, Bitcoin is moving up relative to gold. This This would suggest that we've held the sort of the higher lows, the trend is up, shall I say? The trend is up over time, and we do believe it is up over time. We would not be surprised to see gold continue to fall, especially if we're right on the dollar, and Bitcoin continue to increase. And here, two measures of risk, measures of risk, credit default swaps in the banking system, especially with the private credit debacle we've been We've been saying we've said it's not systemic.

[00:00:41]This would corroborate it. The latest tick here has been down. And finally, the high-yield spread, high-yield >> [music] >> bonds or junk bonds relative to 10-year bonds in terms of their yields, again, very low by historical standards. Cathie Wood of Ark Invest is making news once more with a daring statement for the markets. According to her, we're not just seeing another cycle. Bitcoin is further distancing itself from conventional assets and even posing a threat to gold's position as the primary store of value in a shifting financial landscape. Wood thinks we're approaching a new era driven by technology, disruption, and long-term capital transfers as innovation picks up speed and macro instability changes investor behavior. Additionally, she anticipates a wave of optimism and perhaps regulatory clarity as the US approaches a significant historical milestone, which could serve as a potent motivator for assets focused on cryptocurrency and innovation. Wood disagrees with many analysts who caution about debt pressures and the possibility of a downturn reminiscent of previous economic catastrophes. AI, blockchain, and next-generation financial systems have the potential to redefine growth and dispel long-held economic concerns.

[00:01:50]For further updates on Bitcoin and the wider world of digital assets, please take a moment to like this video, subscribe to the channel, and enable post notifications before we go any further. Thanks, and enjoy the video. Uh again, foreign direct investment coming into the United States, equity investment, and so forth. Uh here uh we're into market indicators, uh and we're beginning to see slow slow slow, but that metals to gold ratio, in green there, it's trying to turn.

[00:02:21]Uh maybe more because gold is falling than metals increasing, but at least uh we're seeing some stabilization. [music] Uh we are not seeing much of improvement in the 10-year Treasury yield, uh but if growth picks up dramatically and the 10-year Treasury yield were to stay uh around here, uh that would suggest that the yield curve um is going to continue flatten and perhaps invert. And at in a recovery, and if we look back to the last technology revolution, which was telephone, electricity, internal combustion engine, building on the railroad ecosystem uh that had been built out in the United States. During that period, the 50 years >> [music] >> through the Roaring Twenties, the yield curve was inverted most of the time, and the average inversion was roughly 100 basis points. [music] Here is the price to gold ratio, as I've mentioned, a strategist I've always admired, Charles Gave of Gavekal, uh really believes that we're going back into a 70s-style environment, and [music] here you can see the S&P fell relative to gold very dramatically. He is focused on our deficit, the government deficit, [music] and and our debt level. And Uh, I've already told you what we think about that. We disagree with him. We think this is going to reverse and we think it will go to all-time highs. We've got a little bit of a leading indicator here.

[00:04:01]Uh, despite the the rapid increase in oil prices, um, this ratio S&P to oil is closer to its all-time high and we like to look at both gold and crude oil, often do a ratio of them. Uh, but here with transitive property, you can you can see we're using uh, the S&P and um, it's closer to its high. So, we think it also will go to an all-time high because we really do think oil prices now that the UAE has moved [music] out of OPEC, uh, that it's going to open the floodgates. It's been frustrated for years, years and years and of course we have Venezuelan oil gushing out as well and the US, it is stunning, the US >> [music] >> uh, crude oil exports have gone from essentially zero in 2015 to 6 million barrels per day and our production is at 13 million barrels per day and this oil price is inviting, it's [music] a clarion call for even more production. So, we think we're going to see big drops in oil prices in the years ahead and of course Russia is it's the only way to finance the war, but it'll only be it'll be the only way to finance uh, its uh, return from war and getting its economy back on track. These are the big four for us. Uh, watching Bitcoin to gold, Bitcoin is moving up relative to gold.

[00:05:33]This um, this uh, would suggest that we've held the sort of the higher lows, the trend is up, shall I say? The trend is up over time and we do believe it is up over time. We would not be surprised to see gold continue to fall, especially if we're right on the dollar, and bit- Bitcoin continue to increase. [music] And here, two measures of uh risk measures of risk, credit default swaps in the banking system, especially with the private credit debacle we've been we've been saying we've said it's not systemic. This would corroborate it.

[00:06:11]The latest tick here has been down. And finally, uh the high yield uh [music] spread, high yield bonds or junk bonds relative to 10-year bonds in terms of their yields, again, very low by historical standards.

[00:06:27]>> [music] >> Uh no spike in the aftermath of the pre- uh private credit um uh uh sell-off here. So, um with that, that's good news. Uh I know that the market has been trying for uh this year, even though the market itself is up. Uh the innovation space has been frustrating. Parts of it >> [music] >> have done very well. Anything in space and defense tech has done very well. Uh but anything touching software, even fintech and the payments ecosystems, uh they have been hurt. And we think there's a a lot of confusion. Sell now and ask questions later. So, uh as you can see, because we post our trades every day, we've been pi- picking some of the babies uh uh out of the bathwater uh as it's been thrown away. So, um uh we're we're expecting though, as the economy turns around dramatically, >> [music] >> as July 4th um uh gets closer, uh it is our 250-year-old uh birthday party as a country. And [music] we think there's going to be a lot of optimism around [music] that period. Uh we hope that the administration gets what it wants in terms of the Clarity Act being passed by July 4th. That would be a boon for the uh crypto asset ecosystem. Productivity increase is perhaps the most significant aspect of Wood's study, and it is here that her case is most persuasive and forward-thinking. According to her, automation and artificial intelligence are beginning to significantly increase productivity, much like they did during previous industrial revolutions. She uses the beginning of the 20th century, when innovations like electricity, telephones, railroads, and internal combustion engines fundamentally changed how the world operated and spurred enormous economic expansion to illustrate this point. According to her, artificial intelligence has the potential to be the next great thing like that, changing industries, boosting productivity, and opening up a new avenue for economic growth that most people are just starting to comprehend.

[00:08:38]To remain up-to-date on the most recent developments in Bitcoin, cryptocurrencies, and the digital economy, please take a moment to like this video, subscribe to the channel, and enable post notifications. Uh but here's another Cal-she another Cal-she um uh question. [music] Will core CPI inflation fall below 2.2% this year?

[00:08:59]>> [music] >> And you can see that the odds here are very low according to the wisdom of crowds. Um now, we would disagree with this one.

[00:09:10]Uh you can see where it is right now.

[00:09:12]It's at 2.6.

[00:09:14]It has been coming down. It has been coming down 2.6%.

[00:09:19]And this takes uh out food and energy. So, uh energy the pop the direct increase in energy prices is not in here. The indirect uh uh impact of energy costs uh uh is in here to extent, but as I just mentioned, consumers are saying, "We're not paying that." Uh, and so, 2.6% is where we are. And again, in the context of history, uh, and this goes back to the '70s, '70s were very inflationary, uh, '80s, '90s, disinflationary, uh, to, uh, post, uh, uh, global financial crisis, you can see, uh, steady state around 2%, and we're closing in on, on that. Uh, but most people in this survey do not believe we'll get below 2%, and I think this is in '26, yes, in '26. We think, uh, we will get below, uh, 2%, and here's one of the reasons why. Trueflation, this is, uh, a measure of [music] thousands of items, goods and services, measured 24/7, >> [music] >> so real time, and even, and this includes food and energy, even with food and energy in, uh, the mix here, you can see we're at 2% already on this measure, and on the core measure, which is what this bet is all on, we're 1%.

[00:10:59]We're at 1%. And you can see in, in this total trueflation, uh, not the core, yeah, it, it went through the wrestling that we're still going through, um, in the markets saying, "Will inflation get back to 2% and stay there or not?" So, you've had, you've had, you know, a lot of uncertainty in the last 3 years. It has resolved to the downside, oil is giving it a little bit of a challenge here, but still, we're only at 2%. Uh, core, we have broken down. This has resolved to the downside.

[00:11:35]And you can see the only times we've seen this, uh, we didn't uh, right after COVID, when the world shut down and everybody was scared we were in a global depression.

[00:11:49]And, uh, in 2015, we're below there now, but that's when uh, we had a big China scare.

[00:11:57]And, of course, this was European sovereign a debt crisis and post global financial crisis uh, crisis as well. But even then, it was on its way up. Today, it's on its way down. Fascinating.

[00:12:11]Cathie Wood explains where she believes the economy is going by examining several market indicators. She claims that while some early signs, such as trends in precious metals, are beginning to settle, other sectors, like bond yields, are still displaying uncertainty. This indicates that the market's confidence in future growth is still lacking. She emphasizes that anomalous bond market behavior, such as a flat or inverted yield curve, could result if the economy begins to grow more quickly while interest rates remain unchanged. Additionally, Wood challenges the notion that we are about to experience a debt and inflation-driven catastrophe like to that of the '70s.

[00:12:42]Rather, she thinks that the next stage of growth will be mostly driven by innovation and technology. She emphasizes that stocks continue to appear strong in comparison to oil, and she anticipates a gradual decline in oil prices as global output rises.

[00:12:55]Additionally, she notes that Bitcoin is outperforming gold, which she interprets as evidence that digital assets are becoming more powerful as a store of value. Finally, she notes that credit markets are stable, meaning there are no major signs of financial stress. Even though some tech and innovation stocks have been weak recently, she believes this is temporary. Overall, she ends on a positive view that as inflation cools and policy becomes clearer, markets could recover and innovation could lead the next big growth cycle. Please take a moment to like this video, subscribe to the channel, and enable post notifications for future Bitcoin, macroeconomic, and digital asset content. And as always, happy investing.