As Cathie Wood holds firm on a $1.5 million Bitcoin target, returning liquidity and a looming Fed pivot are turning whispers of a year-end rally into something much louder.
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Ark Invest’s Cathie Woods Is Adamant that Bitcoin Will Reach $1.5M, Saying ‘Our Bull Price Really Hasn’t Changed’
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Cathie Wood says her firm’s long-term $1.5 million Bitcoin target remains unchanged, even after the recent pullback across crypto and AI stocks. According to ARK Invest, the market is approaching a sharp shift in liquidity that could reset risk assets into year-end.
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ARK estimates that about $70 billion has already returned to markets since the end of the U.S. government shutdown. Another $300 billion could follow over the next five to six weeks as Treasury balances normalize. For crypto, that flow matters.
Liquidity Resets Shift the Market Back Toward Risk
ARK also points to a major policy turn ahead. The U.S. Federal Reserve is expected to end quantitative tightening on Dec. 1. This move would indicate a return to bond buying and easier financial conditions.
In a recent post, ARK said the end of QT and improving liquidity could allow markets to reverse recent drawdowns. That same liquidity squeeze has weighed on both crypto and AI valuations for months.
Bitcoin Targets Hold as Stablecoins Distort Short-Term Signals
ARK’s 2030 Bitcoin bull target of $1.5 million stays intact, even as stablecoins take on a larger role in digital finance. Wood acknowledged that stablecoins have absorbed some of Bitcoin’s utility in payments, but rising gold prices (CM:XAUUSD) have offset that shift.
“So net, our bull price really hasn’t changed,” Wood said during a recent webinar. Despite volatility, ARK continues to view Bitcoin as core to long-term monetary disruption.
Macro Forecasts Stack Up for a Potential Breakout
Other market voices echo the same risk-on setup. Arthur Hayes has said Bitcoin could surge toward $250,000 if the Federal Reserve pivots to easing. Meanwhile, Nexo analysts say Bitcoin must reclaim $92,000 to unlock a broader recovery.
For now, Bitcoin remains range-bound. But the liquidity backdrop is changing fast. At the time of writing, Bitcoin is sitting at $91,175.61.
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