In ARK Invest’s “Big Ideas 2026”, Cathie Wood reiterated her core belief about Bitcoin: Bitcoin is not only a risk asset, but also has long-term safe-haven and store-of-value attributes.

She pointed out that Bitcoin has a very low correlation with gold throughout history, meaning it doesn't simply replicate gold's price logic. However, on the supply side, Bitcoin's advantage is more pronounced—its issuance is mathematically limited to 21 million coins, while gold production increases continuously in response to price stimuli.

It is precisely this scarcity, which cannot be artificially accelerated, that gives Bitcoin the potential to become an important store of value in future intergenerational wealth transfers. In Cathie Wood's view, the story of Bitcoin as digital gold has only just begun.