In a post on X, she explained that the recent tightening of liquidity looks ready to turn. She added that markets already seem to be pricing in that change.
Her view comes as her firm continues to buy the dip in crypto-linked companies and expand its exposure to digital asset infrastructure.
Ark Invest Leans In While Markets Pull Back
Ark Invest has been increasing its exposure to key companies connected to digital assets. This includes adding shares of Block, which runs payments tools and Bitcoin services, and buying more of Coinbase, one of the biggest public companies in the crypto market. Ark has also put more money into Robinhood, a platform used by millions of retail investors. The firm is also building access to the stablecoin world through exposure related to Circle and digital asset exchange Bullish.
Wood’s strategy shows confidence during a period when many investors are cautious. Liquidity tightening means money becomes harder to borrow or move. This often slows trading and reduces risk-taking. When it eases, activity tends to rise. Wood believes this turning point is near. The last time liquidity conditions improved, in early 2023, Bitcoin more than doubled, and crypto stocks moved sharply higher. Her comments suggest she sees a similar setup forming.
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
— Cathie Wood (@CathieDWood) November 26, 2025
A real-world example can be seen in Latin America, where small businesses are using stablecoins to pay suppliers. This has become popular during periods of high inflation. Wood points to these use cases as proof that digital assets are moving beyond speculation and into the real economy.
More About Ark Invest & Crypto
Cathie Wood said that rising demand for stablecoins is changing how global payments evolve, especially in emerging markets where these digital dollars are becoming everyday tools. She explained that this trend is happening faster than many expected and even faster than early use cases for Bitcoin.
ARK Invest’s Cathie Wood: “Given what’s happening with stablecoins, which are serving emerging markets in ways we thought Bitcoin would, I think we can take 300K off of our Bitcoin projection. We are starting to see institutions focus on new payment rails with stablecoins at the… pic.twitter.com/3LNUb9TdQu
— Crypto-Gucci.eth ᵍᵐ🦇🔊 (@CryptoGucci) November 6, 2025
Because of this shift, she noted that ARK Invest may lower its long-term Bitcoin price forecast by about $300,000. Wood added that major institutions are now exploring new payment systems built around stablecoins, which she believes will become a central part of global financial infrastructure.
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