Cathie Wood, CEO and CIO of Ark Invest, appeared on Fox Business’s “Morning With Maria” to share her investment insights, highlighting her belief that the US is on the verge of a “historic productivity surge,” and her optimistic outlook on Bitcoin (BTC) for 2026.
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The Four-Year Cycle Will Be ‘Disrupted’
On Tuesday, Ark Invest’s CEO, Cathie Wood, discussed her views on Bitcoin’s recent performance, noting a drop of over 10% over the past month and its ongoing struggle to regain critical price levels.
According to Wood, Bitcoin has functioned similarly to a risk-on asset and is currently “climbing another wall of worry,” which has left many investors anxious about its future performance.
She pointed out concerns around the four-year cycle, which indicates that 2026 may be a year of correction for Bitcoin. Historically, BTC has experienced substantial price declines during bear markets, with pullbacks ranging from 75% to 90% in past cycles.
The drastic correction in Q4 2025 has dashed many investors’ hopes of a year-end bull run, leading to fears that the crypto market may have already transitioned into a bearish phase after the substantial decline of over 30% from October’s peak.
Nevertheless, Ark Invest’s CEO believes that “the four-year cycle is going to be disrupted,” noting that volatility has significantly decreased over recent years, and institutional investors are increasingly engaging with this rapidly evolving sector.
“We think that the movement by institutions into this new asset class will mitigate further declines,” Wood asserted, adding, “we might have witnessed that a couple of weeks ago,” when BTC held steady at the $80,000 mark during the late November drop.
Previously, she stated that the increasing acceptance among institutions will substantially drive long-term value for the cryptocurrency, emphasizing that institutions “have barely scratched the surface in this space. We are just getting started, so there is a significant journey ahead.”
Bitcoin To Outperform Gold Soon?
In the interview, Wood reiterated her earlier prediction that Bitcoin will surpass gold in performance next year, despite its volatile behavior in the last quarter of 2025.
She pointed out that “gold is a risk-off asset,” and its 60% year-to-date (YTD) increase serves as “evidence” that Bitcoin is navigating a wall of apprehension as investors utilize gold as a safeguard against geopolitical uncertainties.
Moreover, Ark Invest’s CEO noted that during the early 80s until the late 90s, gold peaked and subsequently declined as we entered the golden age of innovation, culminating in the rise of the internet.
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She now believes that a similar scenario could unfold soon, particularly with the dawn of what she terms “the AI age” and a potential market recovery. Meanwhile, she predicted that Bitcoin will continue to be risk-on and outshine gold in 2026.
“I genuinely believe we are transitioning from a rolling recession, where we have remained for the past three years, to a rolling recovery, which we think we are entering now. Following that, a productivity-driven boom the likes of which we have never experienced will emerge,” Wood concluded.
As of this moment, Bitcoin is trading at $94,011, reflecting a 3.75% increase within the daily timeframe.
Featured Image from Unsplash.com, Chart from TradingView.com
