Cathie Wood Says Bitcoin Is 'More Scarce Than Gold' — Predicts M&A Surge Under Trump 2.0
Cathie Wood Says Bitcoin Is 'More Scarce Than Gold' — Predicts M&A Surge Under Trump 2.0
According to Wood, production rises in tandem with the price of gold. Bitcoin prevents that from occurring.Cathie Wood, the founder of Ark Investment Management LLC, predicts a surge in mergers and acquisitions after President-elect Donald Trump defeats Vice President Kamala Harris in the 2024 election.
方舟投资管理公司创始人凯西·伍德预测，在当选总统特朗普通过副总统卡玛拉·哈里斯在2024年选举中获胜后，合并与收购将大幅增加。
What Happened: "M&A has been prevented by the FTC. That is going to change," Wood, popularly known for leading ARK Innovation ETF (NYSE:ARKK) said in an interview with Bloomberg Television on Thursday.
发生了什么："M&A被联邦贸易委员会阻止了。这将会改变，" 木德在周四接受彭博电视采访时表示，她因领导ARK Innovation ETF（纽交所：ARKK）而广为人知。
The seasoned investor continues to maintain her optimistic view on cryptocurrencies, projecting that Bitcoin (CRYPTO: BTC) may hit $1.5 million by 2030. Wood highlighted how Bitcoin is becoming "more scarce than gold," pointing out that after the April halving, its annual supply increase has decreased to 0.9%.
这位资深投资者继续保持对数字货币的乐观态度，预计比特币（数字货币：BTC）到2030年可能会达到150万。木德强调，比特币正在变得"比黄金更稀缺，" 并指出在4月减半后，其年供应量增长已减少至0.9%。
According to Wood, production rises in tandem with the price of gold. Bitcoin prevents that from occurring.
木德表示，生产与黄金价格同步上涨。而比特币防止了这种情况的发生。
Her remarks come as Bitcoin has gained 120% this year and is now trading above $100,000. Wood highlights Bitcoin's fixed supply cap of 21 million coins and credits the surge to increased institutional interest and regulatory certainty.
她的言论出现在比特币今年已上涨120%，并且现在价格超过10万美元的背景下。木德强调，比特币的固定供应上限为2100万枚，并将此次价格飙升归功于机构兴趣的增加和监管的确定性。
The emergence of Bitcoin ETFs has significantly increased retail investor interest, with prominent offerings such as iShares Bitcoin Trust (NASDAQ:IBIT), Grayscale Bitcoin Trust (NYSE:GBTC), Fidelity Wise Origin Bitcoin Fund (BATS:FBTC), ARK 21Shares Bitcoin ETF (BATS:ARKB), Bitwise Bitcoin ETF (NYSE:BITB), Grayscale Bitcoin Mini Trust (NYSE:BTC), ProShares Bitcoin ETF (NYSE:BITO), and Volatility Shares Trust 2x Bitcoin Strategy ETF (BATS:BITX), providing various options for investors seeking exposure to the cryptocurrency market.
比特币ETF的出现显著增加了散户投资者的兴趣，著名的产品包括iShares比特币信托（纳斯达克：IBIT）、Grayscale Bitcoin Trust（纽交所：GBTC）、Fidelity Wise Origin比特币基金（BATS：FBTC）、ARk 21Shares比特币ETF（BATS：ARKB）、Bitwise比特币ETF（纽交所：BITB）、Grayscale比特币迷你信托（纽交所：BTC）、ProShares比特币ETF（纽交所：BITO）和Volatility Shares Trust 2x比特币策略ETF（BATS：BITX），为寻求接触数字货币市场的投资者提供了多种期权。
Why It Matters: The Ark Innovation ETF manager, known for her high-conviction bets on disruptive technology, has recently adjusted her fund's positions. ARKK sold 14,016 shares of Tesla Inc. (NASDAQ:TSLA) at $436.17 and 33,402 shares of Palantir Technologies Inc. (NYSE:PLTR) at $74.21 on Thursday.
为什么这很重要：以其对颠覆性科技的高度信任而闻名的ARK Innovation ETF经理最近调整了她基金的头寸。ARK在周四以436.17美元的价格出售了14,016股特斯拉（纳斯达克：TSLA），以及以74.21美元的价格出售了33,402股Palantir Technologies（纽交所：PLTR）。
Wood also expressed optimism about broader market participation under Trump's presidency. "The market's going to broaden out right now and reward companies who are at the leading edge of innovation," she said during a previous CNN appearance, though cautioning that growth wouldn't be linear.
木德还对特朗普总统任内更广泛的市场参与表示乐观。"市场现在将会扩大，并奖励那些处于创新前沿的公司，" 她在之前的一次CNN采访中表示，但也提醒增长不会是线性的。
Her outlook aligns with Bank of America analysts' predictions of increased M&A activity, particularly in banking and biotech sectors, under a Republican administration. Analysts note that financial sector deals historically increased by 50% during Republican presidencies.
她的展望与美国银行分析师关于在共和党政府下，尤其是在银行和生物技术板块中，M&A活动增加的预测一致。分析师指出，历史上金融板块的交易在共和党总统任期内通常增长了50%。
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Image via Ark Invest
图片来自ARK
