Cathie Wood’s "conservative" modeling is a masterclass in rebranding speculative hopium as institutional inevitability. Her astronomical price targets serve more as a marketing tool for her funds than a grounded financial forecast.
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Cathie Wood: Bitcoin base case for 2030 is OVER $600k!Añadido:
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.
>> 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.
Economic settlement network 10%. Seizure resistant asset 5%. Institutional investment 6.5 and digital gold 50%.
[music] 258k by 2030, 682,000 by 2030 or 1.48 million by 2030.
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