Ark Invest’s CEO and CIO, Cathie Wood, joined Fox Business’s “Morning With Maria” to discuss her investment strategy as she believes the US is entering a “historic productivity surge,” and why she is bullish on Bitcoin (BTC) for 2026.
The Four-Year Cycle Will Be ‘Disrupted’
On Tuesday, Ark Invest’s CEO, Cathie Wood, shared her perspective on the recent Bitcoin performance, which has retraced over 10% in the past month and struggled to reclaim crucial levels over the past few weeks.
To Wood, Bitcoin has been behaving like a risk-on asset and is currently “climbing another wall of worry” that has made investors wary of the leading crypto asset’s upcoming performance.
As she explained, there is a fear of the four-year cycle, which suggests that 2026 will be a corrective year for Bitcoin. Historically, BTC has seen significant price pullbacks during bear markets, with retraces of up to 75% to 90% in previous cycles.
The aggressive Q4 2025 correction has shattered most investors’ expectations of an end-of-year bull run, raising concerns that the crypto market has already entered the bearish phase of the cycle after the more than 30% drop from the October highs.
However, Ark Invest’s CEO considers that “the four-year cycle is going to be disrupted” as volatility has significantly diminished over the past few years, and large-scale investors turn to the rapidly growing industry.
“We think that the move by institutions into this new asset class is going to prevent much more of a decline,” Wood affirmed, noting, “we might have seen it a couple of weeks ago,” when BTC managed to hold the $80,000 barrier during the late November correction.
She previously asserted that growing institutional adoption will be a powerful driver for long-term value for the cryptocurrency, adding that institutions “really have just dipped their toes into this space. We have just started, so we have a long way to go.”
Bitcoin To Outperform Gold Soon?
During the interview, Wood also reaffirmed her previous forecast that the flagship crypto will outperform gold next year, despite its choppy performance during the last quarter of 2025.
She highlighted that “gold is more of a risk-off asset,” and its 60% year-to-date (YTD) rise is “proof” that Bitcoin is climbing a wall of worry as investors “are using gold as a hedge against geopolitical risks.”
Nonetheless, Ark Invest’s CEO pointed out that between the early 80s and the late 90s, gold peaked and “went down as we were in the golden age of innovation, ending with the internet.”
Now, she believes that the same could happen soon, as what she calls “the AI age” starts and the market potentially recovers. Meanwhile, she forecasted that Bitcoin would remain risk-on and outperform gold in 2026.
“I really believe we are moving from a rolling recession where we’ve been for the last three years, into a rolling recovery, which we think we are entering now. Then, a productivity-driven boom the likes of which we have never seen before,” Wood concluded.
As of this writing, Bitcoin is trading at $94,011, a 3.75% increase in the daily timeframe.
