Cathie Wood

This upgrade seems important from a global monetary system perspective. Balancing supply and demand should lower inflation and increase the utility of the network, if I understand this proposal correctly.

In our view, the market today is discounting the last leg of a rolling recession, which will give the Trump Administration and the Powell Fed many more degrees of freedom than investors expect, setting up the US economy for a deflationary boom in the second half of this year.

In our view, the market is discounting the last leg of a rolling recession, which will give the Trump Administration and the Powell Fed many more degrees of freedom than investors expect, setting up the US economy for a deflationary boom in the second half of this year!

Another short-term uncertainty weighing on the velocity of money—suggesting monetary policy could be tighter than the Fed appreciates—is tax policy. In anticipation of lower tax rates, consumers and businesses could be delaying income recognition, as in the early Reagan years. One of the lessons learned from the first Reagan Administration was the importance of making tax policy effective in real-time or, better yet, retroactively. Reagan phased in his cut over three years and faced back-to-back recessions spanning his first three years in office. Thereafter, we enjoyed the Reagan Revolution which lasted for years beyond his second term. #D…

Thank you for chronicling the rapid advance of AI-driven humanoid robots, @adcock_brett. @elonmusk and you are leading the charge, so to speak. @ARKInvest’s research suggests that the convergence among robotics, energy storage, and AI platforms will create an economic boom!

With gratitude for fighting the good fight, @coinbase, and congratulations for winning it!

Excited to attend @blockworksDAS, where I’ll join @JasonYanowitz to discuss the state of digital asset markets and what’s ahead for this growing asset class.

What the heck!

🙏

I always learn so much from #Bitcoin Brainstorm. The open source mining movement is nascent but very exciting!

Transparency, Efficiency, Security: Win, Win, Win.

@NMDespotARK’s research highlights the technology breakthroughs that could transform sickcare into healthcare. In our view, the stocks of companies researching and developing personalized tests and medicines, especially cures, are the most undervalued in the market.

Thanks to five technologically enabled innovation platforms, real GDP growth during the next 15 years could jump more than 2-fold globally, from 3% during the past 125 years to 7%+. Based on history, this forecast seems conservative. From 1500 to 1900, for example… according to @wintonARK’s research, real GDP growth averaged only 0.6%. Then, thanks to three new innovation platforms—telephone, electricity, and the internal combustion engine—it jumped five-fold to 3%. Now, powered by AI, the acceleration in global growth could be stunning!

Many of these transformative technologies have been evolving slowly, slowly but, thanks to AI, could step-function into "all at once".

Thanks to the increasing depth of our team’s original research, I believe this Big Ideas is our best one yet. Looking forward to sharing some of our big ideas on @CNBC’s @SquawkCNBC at 8:10am tomorrow!

I trust @BrianRoemmele’s sense of urgency, @DavidSacks.

.@ARKInvest has observed over the last few years that AI training and inference costs have been dropping 75% and 85-90%, respectively. Deepseek may be accelerating the pace of change, but the declines already are dramatic. Faster cost declines will add to demand, more for inference, a more competitive GPU space than training, and one of the nuances. That said, the AI boom is broadening out. Besides dramatic and broad-based productivity gains, the biggest revenue opportunity in the next five to ten years is autonomous mobility, and the most profound is health care - curing disease.

ARK Educate is honored to contribute to El Salvador’s progressive approach to education. Making it age appropriate for all grades, we believe that ARK Invest’s research will inspire El Salvador’s students to reach for the stars, and Mars!

Your contributions to @ARKInvest’s brainstorm take us to another level, @BrianRoemmele. Looking forward to more brainstorming through the most transformational technologies in history!

Godspeed, @elonmusk !

Taking the baton from @cburniske who brilliantly put @ARKInvest on the crypto map, @yassine_elman blazed the trail and built one of the best crypto teams in our industry. I will miss Yassine and his brilliant mind day to day, but look forward to supporting his next big chapter!

SpaceX released some provocative metrics last week. Looking forward to more analytical perspective based on Wright’s Law from @skorusARK.

As 2024 winds down, I hope that those celebrating had a Merry Christmas and are enjoying a Happy Hanukkah. Wishing everyone lots of opportunities and happiness as the world innovates and transforms during the new year!🎉

My Father was from Donegal, near Letterkenny, and my Mother from Castlegregory in Kerry, where we lived when I was a child and fluent in Gaelic.

Before low tax rates created the Celtic Tiger, my parents immigrated from Ireland to the “land of opportunity”. I am blessed, grateful, and proud to be first generation American, but frustrated that the US now puts up huge obstacles to immigration for the brilliant people educated here.

With a tiny fraction of cars compared to Uber and Lyft, Waymo is beginning to disrupt the raid-hail market in San Francisco. When $TSLA’s solution enters the market next year, the transition is likely to shift from “slowly, slowly” to “all at once”. Can’t wait!

As it aims for the moon and Mars, SpaceX is likely to enhance life on earth and transform the universe. On “In the Know”, @skorusARK explains how space exploration will change our lives here on earth. In our view, SpaceX is accelerating the pace of all kinds of innovation!

Congratulations, @j_fishback and Asaf on the launch of your new company, @investazoria! Your strategies will help make markets more efficient and effective.

Happy day for bitcoin at $100,000! @dpuellARK’s on-chain analytics have been pointing the way to higher price points. Check out his “Bitcoin Cycles” paper at https://t.co/4GzS1p8NNC!

Great day for #bitcoin and digital property rights! Incoming SEC Chairman Paul Atkins will free digital assets from Gary Gensler’s chokehold and protect private property rights in the digital world. Today, Fed Chair Powell described bitcoin as a virtual, digital version of gold. At $2,700, gold is a ~$15 trillion market, compared to bitcoin at only ~$2 trillion. Even after breaking through $100,000, bitcoin still is in early innings. Indeed, @ARKInvest believes that bitcoin is a much bigger idea than gold!