Cathie Wood

Yesterday, @jack announced that Block is laying off 40% of its staff, given the massive productivity gains from #AI. In this fun episode of The Brainstorm, @wintonARK, @GrousARK, and @skorusARK debate the AI doomsday scenario. Next week, I will join them to continue the debate

According to @ARKInvest’s research, the most profound application of #AI will be in health care. Deregulation is accelerating this transformation in healthcare. Check out Tempus’s results, reported today.

Citrini's AI "thought piece" shocked the financial markets yesterday, but @ARKInvest is forecasting that AI will cause an explosion in entreprenuerial activity, a productivity boom, an acceleration in real GDP growth, and much lower than expected inflation. Short-term dislocations and frustrations should give way to great opportunities, IF individuals harness powerful AI tools to solve problems and create new markets. See ARK Big Ideas 2026 @ark-invest.com.

Shoutout to @varshikaARK who worked very closely with Nick on their thoughtful blog!

Tom Petty, one of my faves, left us way too soon in 2017, the year that transformer architecture revolutionalized modern AI. He released "Runnin' Down A Dream" in 1989, before the internet cataputled us into the digital age. I think he had a sense of the new world. I miss him.

According to @ARKInvest’s research, humanoid robots are 200,000 times more complex than robotaxis to develop. Given Elon’s first principle’s approach and dogged determination, we project that @Tesla’s Optimus will begin to transform factory life, then home life, in 2028/2029.

Lorenzo delineates the promise for LayerZero’s upcoming L1 blockchain, the “last blockchain” that will take us back to the future—the raison d’etre of blockchain technology. @ARKInvest is thrilled to be partnering with @LayerZero_Core!

After getting to know the LayerZero team and what they’ve been building over the past year, I couldn’t think of a better opportunity to join an advisory board for the first time in a long time. Finance is moving on-chain, and I believe LayerZero will be one of the core innovation platforms supporting this multi-decade shift.

Put in perspective, the trade-weighted dollar (DXY) has corrected but has not crashed. If this Administration's policies increase the ROIC in the US relative to that in the rest of the world, the dollar could soar, like it did under Reaganomics in the early eighties. https://t.co/VpjZI75Y2P

As measured by #Truflation, consumer price inflation has dropped to 0.86% on a year-over-year basis, breaking significantly below the 2-3% range in place for the past two years. In our view, inflation could turn negative, contrary to @BlackRock and @PIMCO forecasts. https://t.co/nrb2mfcxfb

Against consensus thinking these days, bitcoin, ether, Solana, and perhaps hyperliquid could be good diversifiers. Since early 2020, the correlation between the bitcoin price and the gold price has been very low, 0.14. Gold led bitcoin in the last two major bitcoin bull markets.

Based on many of the replies here, an underlying assumption is that the US dollar’s role as the world’s reserve currency is diminishing, in line with US exceptionalism, the same sentiment before Reaganomics. This administration’s economic policies are Reaganomics on steroids. In ARK’s non-consensus view, the dollar is poised to turn and move up dramatically, as it did in the early eighties because, based on this administration’s economic policies, the return on invested capital in the US is likely to increase relative to that in the rest of the world.

Also important to note is that the correlation between the bitcoin and gold prices has been 0.14 since early 2020, and that the gold price led the last two significant bull moves in the bitcoin price in the last two major cycles.

In @ARKInvest’s view, US investments should be significant beneficiaries, thanks to dramatic deregulation and the lowest “effective” corporate tax rate in the developed world, both of which will increase the ROIC in the US relative to that elsewhere in the world.

Inflating the denominator would put downward pressure on this ratio.

the ratio of gold to M2 has hit the all time high recorded during The Great Depression in 1934. In that crisis, the dollar devalued relative to gold by almost 70% on January 31, 1934, the government banned private ownership of gold, and M2 collapsed. The US economy today looks nothing like the double-digit inflation-prone 1970s or the deflationary bust of the 1930s. True, foreign central banks have been diversifying away from the dollar for years; yet, the 10-year Treasury bond yield peaked at 5% in late 2023 and is now 4.2%. While parabolic moves often take asset prices higher than most investors would think possible, the out-of-this-world…

Provocative chart highlighting that we are one year into an agentic AI revolution!

Update: The latest reading of Truflation is down to 1.2%.

A big shoutout to @ARKInvest's incredible research, marketing, and compliance teams for making Big Ideas 2026 happen! Humbly, I am standing on their shoulders while evangelizing about the New Creation.

The Technology Revolution now underway will transform every sector, industry, and company. We hope that ARK's Big Ideas will inspire investors, students, and our other readers to get on the right side of change!

Not the Ireland where my parents grew up and where I lived for a time.

The next three years could be Reaganomics on steroids, another golden age for the US equity market. Back then, early in my career, I remember how deregulation, tax cuts, sound monetary policy, and peace through strength sent the dollar soaring, which put a lid on the gold price!

I founded @ARKInvest in 2014 to research and invest in the biggest technology revolution in history, the “new creation” that we now know @elonmusk is leading. Neuralink is combining brilliant minds and technology to transform what once was science fiction into reality.

Congratulations, @DavidMoss, all without LiDAR! Just curious: Given your position, what are the most promising applications of LiDAR?

Bitcoin is a profound technological and monetary innovation. With Vanguard now supporting bitcoin ETFs, their investors can access ARKB, the ARK 21Shares Bitcoin ETF, via existing portfolios, making a new asset class available through familiar tools. Learn more: https://t.co/pTF7UzJA3X Prospectus: https://t.co/YAjcENes7Z An investment in ARKB is not a direct investment in bitcoin. Investors will also forgo certain rights conferred by owning bitcoin directly. The Fund is not a fund registered under the Investment Company Act of 1940, as amended (“1940 Act”), and is not subject to regulation under the 1940, unlike most exchange traded product…

Wow‼️

In collaboration with Mach33, ARKInvest open-sourced its #SpaceX model, the only open-source model in the market, if I am not mistaken, which should help put into perspective the massive opportunities, even before solar-powered data centers, in space.

You have been an amazing Mayor @FrancisSuarez, a force that helped catapult #Miami to one of the most successful US cities. I was honored to participate in our fireside chat @eMergeAmericas’s conference and to congratulate Manny Medina as you presented him with keys to the city! .@ARKInvest is looking forward to working with Manny, Melissa, and Tony at @eMergeAmericas to attract startups involved in technologically-enabled innovation to Florida.

Innovation thrives when leaders share ideas globally. Glad to help spark the conversation!

In this recent webinar, I discuss why the liquidity squeeze that has hit #AI and #crypto will reverse in the next few weeks, something the markets seemed to buy, and why AI is not in a bubble. The 123% increase noted below was in Palantir’s US commercial business last qtr. Watch here: https://t.co/RXBqqcaPsC