Quick Breakdown
- Cathie Wood says liquidity pressure in crypto and AI is close to easing.
- Ark Invest boosts holdings in Coinbase, Block, Robinhood, Circle, and Bullish.
- Wood sees long-term strength in crypto–AI trends, with Bitcoin outperforming gold.
Ark Invest founder Cathie Wood says the liquidity pressure weighing on both the crypto and AI sectors may be nearing its end, signalling a potential shift in market conditions over the coming weeks. In a post on X, Wood said markets “appear to be pricing in that turn,” pointing to early signs that the recent tightening cycle is losing momentum.
Ark Invest has continued buying into the downturn, increasing exposure to crypto-linked public companies. The firm has accumulated additional shares of Block, Coinbase, and Robinhood, while expanding positions in Circle and Bullish. Wood’s stance reflects Ark’s broader thesis that digital assets remain deeply undervalued relative to long-term network fundamentals.
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
Liquidity pressures may be short-lived
According to Wood, the liquidity squeeze that has dampened speculative appetite across crypto and AI is likely temporary. She referenced trends discussed during a recent Ark webinar, arguing that macro conditions—particularly in credit markets—suggest easing may arrive sooner than anticipated.
Wood also challenged the view that artificial intelligence is entering bubble territory. She highlighted Palantir’s 123% year-over-year growth in U.S. commercial revenue last quarter as evidence that enterprise adoption remains early and demand continues to expand at a structural level.
Ark positions for market rebound
Ark Invest’s continued accumulation of crypto-exposed equities shows confidence in a forthcoming rebound. Coinbase remains one of Ark’s largest holdings and a core beneficiary of rising digital-asset trading volumes. Block, which has been accelerating its Bitcoin-driven revenue streams, has also featured prominently in recent purchases.
Wood emphasized that the intersection of crypto and AI represents a long-term structural trend, arguing that both sectors are supported by improving fundamentals rather than speculative excess.
Earlier this year, Wood also highlighted Bitcoin’s continued outperformance over gold as a sign of a broader shift toward risk-on behaviour. In a YouTube update, she shared a chart showing the Bitcoin-to-gold ratio in a sustained uptrend, underscoring Bitcoin’s resilience despite market volatility.
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