Cathie Wood Anticipates Liquidity Shift for AI and Crypto Markets
Ark Invest founder Cathie Wood predicts a near-term reversal in liquidity tightening for AI and crypto sectors, with markets already pricing in the shift. Her firm has been accumulating positions in crypto-linked equities—Block, Coinbase, and Robinhood—while expanding exposure to Circle and Bullish.
Wood maintains a bullish stance on AI's transformative potential, dismissing bubble concerns. "AI represents one of the most profound opportunities of our lifetime," she noted, positioning Ark to capitalize on what she sees as a multi-year innovation cycle.
The MOVE comes as institutional investors increasingly treat crypto assets as a distinct allocation class. Wood's strategy reflects conviction in blockchain's convergence with AI development, particularly in data verification and compute resource tracking.
