Cathie Wood: Bitcoin base case for 2030 is OVER $600k!

Added: 2026-05-05

[00:00:00]Yes, if you look at the [music] little table on that page, you'll see the building blocks and how conservative they are. But I think the institutional allocation to Bitcoin in the base case, [music] I know at one point we said 2 and 1/2%. That may have gone down a little. What institutions do in particular is they tiptoe in. They start with 1% and then they migrate to two [music] and then they migrate to five.

[00:00:29]>> Uh the numbers are still not that crazy either. Corporate treasuries 5%, remittance asset 25%. That is pretty high. National state treasury 5%. That's pretty high. Emerging market currency [music] 10%. I would say it's realistic.

[00:00:42]Economic settlement network 10%. Seizure resistant asset 5%. Institutional investment 6.5 and digital gold 50%.

[00:00:51][music] 258k by 2030, 682,000 by 2030 or 1.48 million by 2030.