CATHIE WOOD PLACES BIG BET: 2026 COULD BE THE EXPLOSIVE YEAR FOR BTC & ETH
ARK Invest of Cathie Wood has continued to increase its position in crypto. On December 15, ARK purchased an additional 550,404 shares of BitMine (the ETH treasury company) and 43,553 shares of the Bitcoin ETF managed by ARK itself. This is not a short-term move, but a reaffirmation of long-term confidence.
In the latest report, ARK maintained its Bitcoin price scenarios for 2030:
Bull case: 2.4 million USD/BTC
Base case: 1.2 million USD/BTC
Bear case: 500,000 USD/BTC
The core thesis remains unchanged: institutional demand is rising sharply, Bitcoin is becoming “digital gold,” corporate and national treasuries are getting more involved, along with a gradually clearer U.S. regulatory framework from 2025–2026.
The fact that ARK is simultaneously increasing exposure to BTC and ETH shows that they see these as the two pillars of the upcoming cycle. In the context that 2025 could be a year of accumulation and adjustment, the first and second quarters of 2026 are likely to be a strong market repricing phase.
Smart money does not wait for good news to appear in prices. They buy when confidence is still in doubt. I am still buying more $BTC and $ETH when there is capital
