Twitter - @CathieDWood

32 videos

Date Title Duration T A Summary Preview
Feb 14, 17:07 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. https://t.co/l8ou7xiNBK N/A ARK...
Feb 12, 05:43 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! https://t.co/OOhKkLoq1U N/A Cathie Wood expresses bullish...
Feb 10, 22:43 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 https://t.co/CL13XQCYZk N/A No analysis
Feb 02, 02:27 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 N/A No analysis
Feb 02, 02:21 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 N/A No analysis
Jan 31, 18:38 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. https://t.co/7qQ1MAKuQW N/A No analysis
Jan 31, 18:29 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. N/A No analysis
Jan 31, 18:29 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. https://t.co/1ojsKhwzNE N/A No analysis
Jan 31, 18:05 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. https://t.co/kxZEHhbBVJ N/A No analysis
Jan 30, 02:39 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. https://t.co/7qQ1MAKuQW N/A No analysis
Jan 30, 02:23 Inflating the denominator would put downward pressure on this ratio. https://t.co/TJp9XrWSeN N/A No analysis
Jan 30, 00:03 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%. N/A No analysis
Jan 30, 00:03 While parabolic moves often take asset prices higher than most investors would think possible, the out-of-this-world spikes tend to occur at the end of a cycle. In our view, the bubble today is not in AI, but in gold. An upturn in the dollar could pop that bubble, a la 1980 to N/A No analysis
Jan 30, 00:02 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. N/A No analysis
Jan 30, 00:02 Odds are high that the gold price is heading for a fall. Intraday today, the market cap of gold as a percent of the US money supply (M2) hit an all-time high: higher than its peak in 1980 when inflation and interest rates soared to the mid-teens and, even more shocking... https://t.co/3nHLqIK22t N/A No analysis
Jan 23, 04:18 Provocative chart highlighting that we are one year into an agentic AI revolution! https://t.co/OXwIC6EHhs N/A No analysis
Jan 22, 13:05 Update: The latest reading of Truflation is down to 1.2%. https://t.co/jAWrsRa392 N/A No analysis
Jan 22, 13:00 Truflation says consumer price inflation is already down to 1.4%. We think it is on its way to negative territory. https://t.co/kTQcRS10Jy N/A No analysis
Jan 21, 22:33 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. https://t.co/pCF8QepbDL N/A No analysis
Jan 21, 22:24 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! https://t.co/JNlLmYwjC8 N/A No analysis
Jan 19, 20:57 Not the Ireland where my parents grew up and where I lived for a time. https://t.co/a8v3M0UQ9C N/A No analysis
Jan 16, 00:10 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! https://t.co/kVRmZlQsNZ N/A No analysis
Jan 01, 18:29 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. https://t.co/fi1aQBSvUR N/A No analysis
Jan 01, 13:57 Congratulations, @DavidMoss, all without LiDAR! Just curious: Given your position, what are the most promising applications of LiDAR? https://t.co/C2teWXLnQL N/A No analysis
Dec 08, 21:35 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 N/A No analysis
Dec 08, 21:34 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/Cn80hz5JTR N/A No analysis
Dec 07, 17:08 Wow‼️ https://t.co/XGbylEKPah N/A No analysis
Dec 07, 14:50 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. https://t.co/XNr02b84jo N/A No analysis
Dec 07, 03:31 .@ARKInvest is looking forward to working with Manny, Melissa, and Tony at @eMergeAmericas to attract startups involved in technologically-enabled innovation to Florida. N/A No analysis
Dec 07, 03:31 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! https://t.co/OmkDjiQ5qO N/A No analysis
Dec 03, 01:18 Innovation thrives when leaders share ideas globally. Glad to help spark the conversation! https://t.co/kyXfXrszJM N/A No analysis
Nov 26, 22:50 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 https://t.co/GdBZtEQcxM N/A No analysis