Bitcoin and AI to Drive Next US Economic Boom, Says Cathie Wood

Ark Invest CEO Cathie Wood predicts that the US economy is transitioning from a ’rolling recession’ into a productivity-driven expansion, with artificial intelligence (AI) and Bitcoin serving as major catalysts. This shift follows nearly three years of sector-specific slowdowns tied to monetary tightening. Wood highlights transformative technologies like generative AI, machine learning, and digital assets as key drivers of this new growth phase. Her bullish outlook underscores the potential for Bitcoin and AI to redefine economic productivity and innovation in the coming years.

Cathie Wood Foresees AI and Bitcoin Fueling Next US Growth Phase

Ark Invest CEO Cathie Wood asserts the US economy is emerging from a prolonged ’rolling recession’ into a productivity-driven expansion, with artificial intelligence and digital assets like bitcoin acting as key catalysts. The transition follows nearly three years of sector-specific slowdowns linked to monetary tightening.

Wood’s bullish outlook centers on transformative technologies—generative AI, machine learning, and automation—slashing operational costs while boosting output. This structural shift, she argues, will sustain growth without inflationary pressures. Notably, Bitcoin’s role as a technological and monetary innovation features prominently in her thesis.

Bitcoin Miners Struggle as MARA Posts Weak Quarterly Report, Coinbase Misses Earnings

Publicly traded Bitcoin miners faced significant challenges this week, with MARA Holdings reporting disappointing quarterly results despite stocking up on BTC. The Nasdaq-listed firm’s performance reflects broader sector malaise as mining profitability wanes.

Coinbase compounded the crypto industry’s woes with an earnings miss, though the exchange attempted to redirect attention beforehand. The dual setbacks underscore ongoing volatility in crypto markets.

Meta’s potential re-entry into stablecoins offers a rare bright spot. Sources indicate renewed interest from the tech giant, signaling possible institutional validation for digital assets during this turbulent period.

Bitcoin ETFs Surpass $40 Billion in Lifetime Inflows, Signaling Institutional Confidence

Spot Bitcoin ETFs have crossed a pivotal threshold, accumulating over $40 billion in lifetime inflows according to Bloomberg Intelligence analyst James Seyffart. This milestone underscores growing conviction among both retail and institutional investors as cryptocurrency permeates traditional finance.

The steady accumulation of assets in these investment vehicles reflects a measured but undeniable shift in market sentiment. Unlike the volatile flows characteristic of crypto’s early years, this sustained growth pattern suggests structural adoption.

Institutional participation through regulated ETFs is effectively bridging digital assets with conventional portfolios. The $40 billion benchmark serves as quantitative validation of Bitcoin’s evolving role in global finance - no longer a speculative outlier but an emerging asset class gaining legitimate allocation.

Taiwanese Lawmaker Advocates Bitcoin in National Reserves Amid Global Uncertainty

Taiwanese legislator Dr. Ju-chun Ko has proposed diversifying the island’s national reserves with Bitcoin, citing mounting global financial risks. Speaking at the Legislative Yuan, Ko emphasized the New Taiwan dollar’s vulnerability to export-driven volatility, now compounded by inflation and geopolitical tensions.

The non-constituency lawmaker warned that traditional treasury assets may lack sufficient safety and liquidity during systemic crises. Bitcoin’s fixed supply and decentralized architecture offer a hedge, though Ko clarified this constitutes a small portion of a broader alternative asset strategy rather than a replacement for existing reserves.

Metaplanet Will Outperform MicroStrategy in Bitcoin Returns, Says Adam Back

Metaplanet, a Japanese firm expanding into the U.S., is positioning itself as a formidable player in Bitcoin accumulation. The company has established a dedicated arm to bolster its BTC holdings, with plans to raise additional capital for further purchases. This aggressive strategy underscores its commitment to a Bitcoin-centric approach.

Blockstream CEO Adam Back asserts that Metaplanet’s efficiency in generating Bitcoin returns surpasses that of MicroStrategy. By leveraging a proprietary metric, Back highlights Metaplanet’s ability to deliver a 2x BTC yield within just three months. The firm’s current trajectory suggests significant upside potential, with stock price projections reflecting this optimism.