ARK CEO Expects Bitcoin and Crypto to Lead Finance Shakeup

Cathie Wood, the CEO of ARK Invest, believes Bitcoin is positioned to push higher, supported by its strength against traditional assets and recent changes in the regulatory environment. Her comments came during a recent YouTube update, where she shared a broader view on both Bitcoin and the overall financial sector.

Good to know

• Bitcoin continues to outperform gold on long-term trend charts.
• Cathie Wood sees a major shift coming in financial services within 5–10 years.
• SoFi and other platforms are ramping up crypto involvement following clearer regulation.

Wood pointed to a long-term Bitcoin-to-gold ratio chart that still shows a strong upward trend. In her view, this pattern confirms that Bitcoin remains in a healthy position. She explained, “This uptrend has not been broken. Again, this aligns with the net bullish risk-on kind of market that we think we’re in, and I guess you could call the markets anti-fragile, which is a description used in Bitcoin.”

Her use of the term “anti-fragile” reflects how Bitcoin has reacted to external shocks. Over the past few years, the digital asset has weathered volatility, regulatory shifts, and macroeconomic uncertainty while continuing to gain adoption. Wood now believes equity markets are beginning to mirror that same resilience.

Financial Services May Look Very Different Soon

Looking beyond Bitcoin’s current strength, Wood also addressed broader industry changes. She expects a complete transformation of the financial services landscape over the next five to ten years, driven by blockchain and digital assets.

“We think this is a very powerful movement,” she said, referring to the growth in crypto. “We think the financial services sector is going to reconfigure completely in the next five to ten years, and that of course Bitcoin and now Circle and of course Coinbase as well. Robinhood, [and] others… SoFi is now moving back into crypto in a big way now that regulatory clarity is here. So, thank goodness for that.”

According to Wood, the shift in the United States regulatory landscape—especially under former President Trump—has helped reduce uncertainty in the crypto space. That regulatory clarity is giving firms like SoFi and Coinbase the confidence to scale their crypto offerings again.