@CathieDWood
Mafi ƙarar murya a Wall Street wajen goyon bayan Bitcoin daga bangaren cibiyoyi. Wood tana jagorantar ARK Invest, tana buga hasashen farashinta a rubuce, kuma tana maimaita su a gaban kyamara tare da kwanan wata — wanda ya sa ta zama ɗaya daga cikin ƴan muryoyin manyan asusu waɗanda ake iya auna kiraye-kirayen crypto ɗinsu da gaske. Aunar tana yanka gefe biyu: karatun ƙasan kasuwa na 2026 nata ya yi daidai, jujjuyawar fita daga zinare a watan Fabrairu bai yi ba.
A taƙaice. Cathie Wood ita ce wacce ta kafa, CEO kuma CIO na ARK Invest, kamfanin sarrafa dukiya mai bin jigogi da ke bayan ARKK da ARK 21Shares Bitcoin ETF (ARKB). Hujjarta kan Bitcoin bincike ce, ba jadawali ba: iyakantaccen samarwa, kusan babu alaƙa da sauran dukiyoyi, karɓuwa a cibiyoyi, da haɓakar yawan aiki da AI ke jagoranta wadda take tsammanin za ta ƙare da faɗuwar farashi gaba ɗaya. Tana buga hasashen farashi na shekaru masu yawa — hasashen tushe kusan $730–750k da hasashen sama na $1.25–1.5M nan da 2030 — kuma an sake duba waɗannan lambobin fiye da sau ɗaya. A cikin wannan taga, kiranta na 1 ga Afrilu cewa «babu sauran faɗuwar 85–95%» da karatun ƙasa na ƙarshen Yuni/farkon Yuli sun tabbata; kiranta na 2 ga Fabrairu na fita daga zinare zuwa Bitcoin ya yi kuskure sosai.
Catherine Duddy Wood ta shafe shekaru ashirin a fannin sarrafa dukiya na gargajiya kafin ma crypto ya wanzu. Ta fara a matsayin mataimakiyar masanin tattalin arziki a Capital Group a 1977, ta shafe shekaru 18 a Jennison Associates a matsayin masaniyar tattalin arziki, manazarciya kuma manajan hannun jari, ta haɗa kafa asusun hedge Tupelo Capital Management a 1998, sannan ta jagoranci dabarun jigo na duniya a matsayin CIO a AllianceBernstein daga 2001 zuwa 2013. Ta kafa ARK Invest a 2014 bisa ra'ayi guda: mai da hankali kan sabbin fasahohi masu canza tsari da buga bincike a fili. Hedkwatar ARK yanzu tana St. Petersburg, Florida, kuma Bitcoin yana tsakiyar hujjar — ARK tana tallafa wa ARK 21Shares Bitcoin ETF (ARKB) tare da 21Shares, ɗaya daga cikin ETF ɗin Bitcoin na kai-tsaye da aka amince da su a Janairu 2024.
Tarihin ba na gefe ɗaya ba ne, kuma wannan fayil ɗin ba ya ɓoye hakan. ARKK ya faɗi da 24% a 2021 kuma shi ne mafi muni a cikin asusun hannayen jari a kwata na farko na 2022; Morningstar ya sanya asusun ARK a matsayi na uku mafi girma a matsayin «wealth destroyer» na 2014–2023. Manufofinta na Bitcoin ma sun sauya: kusan $1.5M cikin shekaru biyar a farkon 2025, an rage zuwa $1.2M a farkon Nuwamba 2025 lokacin da BTC ke ƙoƙarin riƙe $100k, sannan aka ambace su a matsayin ma'auratan shekaru biyar $1.25M sama / $750k ƙasa a Mayu 2026 da ma'auratan $730k tushe / $1.5M sama nan da 2030 a rahotannin tsakiyar 2026. Manufa mai motsi manufa ce duk da haka, amma masu karatu su san cewa tana motsi. Kuskurenta mafi bayyana a kwanan nan yana zane a ƙasa: a 2 ga Fabrairu 2026 ta gaya wa mai hira cewa za ta «make a shift from gold into Bitcoin» tana tsammanin BTC zai riƙe $80–90k. Maimakon haka Bitcoin ya faɗi zuwa $58,566 kuma zinare ya ci gaba da hawa.
Sources: ark-funds.com · @CathieDWood on X · ARK Invest “In The Know” · dated third-party coverage (linked on each call)
Bincike da farko, na shekaru masu yawa, ba ta damu da farashin shiga ba. Wood ba ta yin ciniki da Bitcoin — tana ware masa kuɗi tana kuma kare hujjar. Tsarin jigo ne: layukan S guda biyar na fasaha da ke haɗuwa (AI, robotics, ajiyar makamashi, multiomics, blockchain), rahoton Big Ideas da ake bugawa kowane Janairu, da manufofin farashi na hasashe da aka gina daga ƙasa zuwa sama daga kasuwannin da za a iya kaiwa, ba daga tsarin jadawali ba. Hujjojinta da take maimaitawa kan Bitcoin su ne haɓakar samarwa («0.8% per year»), kusan babu alaƙa da hannayen jari, bond da zinare, matsayin «insurance policy» kan raguwar darajar kuɗi, da haɓakar yawan aiki ta AI wadda take tsammanin za ta zama mai rage farashi. Rauninta madubin ƙarfinta ne: lokaci da wuraren shiga ba sa cikin tsarinta. Tana ƙara sayayya lokacin rauni bisa ƙa'ida, kuma idan wani takamaiman matakin gajeren lokaci ya kuɓuce mata — «$80 to 90,000» — kuskuren zai iya yin girma sosai.
A tsarin gaba ɗaya, kusan ba tare da wani sharaɗi ba tana goyon bayan hauhawar Bitcoin a cikin shekaru biyar, kuma mai sayen hannayen jarin crypto lokacin faɗuwa. Ba ta da gear ɗin faɗuwa — ka ɗauki alkiblar a matsayin matsayi na dindindin, ba siginar ciniki ba.
Maganganu masu kwanan wata da manema labarai na waje suka danganta ga Wood, tare da ɗaya daga cikin rubuce-rubucenta a X, an zana su akan farashin gaskiya. Ita mai raba jari ce, ba ɗan kasuwa ba, don haka yawancin abin da take faɗi na alkibla ne kuma na shekaru masu yawa — mun auna kowane kira da abin da farashin ya yi bayan haka, cikin tagar da muke iya zanawa. Wannan samfurin 2026 ne mai gudana: uku daga cikin huɗu sun tabbata, kuma wanda ya sāɓa mata — jujjuyawar Fabrairu daga zinare zuwa Bitcoin — yana nan a shafin, ba a ɓoye shi ba. Manyan hasashenta na $730k–$1.5M nan da 2030 suna nesa da wannan tagar jadawali don haka ba a auna su a nan ko kaɗan.
“Gold is probably riding for a fall”
A hirar 2 ga Fabrairu ta ce za ta «make a shift from gold into Bitcoin», tana nuni ga zinare da aka raba kan M2 a matsayin da bai taɓa yin sama ba. Abin ya juya. BTC yana $76,896 a ranar, ya rasa 18% cikin kwana huɗu ya kuma sauka zuwa $58,566 (−23.8%) a 1 ga Yuli, yayin da zinare ya ci gaba zuwa sabon matsayi. A wannan hirar ta yi tsammanin Bitcoin zai «hold in the 80 to 90,000 range» — tun daga lokacin ya rufe sama da $80k a kwana tara kacal, da kololuwa $82,018 a 11 ga Mayu. Kusan watanni bakwai bayan haka yana $78,800, +2.5% kacal daga kiranta. Hujjarta ta dogon lokaci na iya har yanzu biya; wannan jujjuyawar ba ta biya ba.
Source‘Sell Gold, Buy Bitcoin’: Cathie Wood Makes The Rotation Call — NewsBTC / TradingView↗ tradingview.com“…the 85-95% collapses associated with a very new technology — that’s done. This is a proven technology, it’s a proven monetary system and it’s a new asset class.”
An faɗe shi a Squawk Box na CNBC a 1 ga Afrilu, BTC yana $68,107 kasuwa kuma na ci gaba da faɗuwa: zamanin shafe Bitcoin da 85–95% ya ƙare, kuma faɗuwar 50% za a lissafa a matsayin «a real victory». Ƙasan ya riƙe. Sayarwa ta tsaya a $58,566 a 1 ga Yuli — −14.0% daga kiranta, kuma kusan 54% ƙasa da matsayin $126,200 na Oktoba 2025. Zurfi, amma nesa da faɗuwar da ta ce sun ƙare. BTC yanzu yana $78,800, +15.7% daga ranar da ta faɗe shi.
SourceBitcoin ‘done’ with 85% crashes, says Cathie Wood — Cointelegraph / TradingView↗ tradingview.com“Capital outflows from less stable countries around the world will light another fire under bitcoin and other digital assets.”
An buga a X kwana huɗu kafin ƙasan zagayen, tana amsa wa Philippe Laffont na Coatue, wanda ya gaya wa CNBC cewa bai sani ba abin da zai yi tunani game da Bitcoin. Amsar Wood: AI ba zai iya zama «insurance policy» da ke kare dukiya ba, amma gudun jari daga ƙasashe marasa kwanciyar hankali zai iya. BTC yana $60,022; ya ƙara zamewa da 2.4% kacal zuwa $58,566 a 1 ga Yuli, sannan ya tashi +31.3% zuwa $78,800. Ba ta faɗi wani matakin farashi ba — amma tana sayen hujjarta a gefen ƙasa na kewayon, a bainar jama'a, tare da kwanan wata.
𝕏 Post@CathieDWood on X — 27 June 2026↗ x.com“resume the very volatile but broad uptrend”
A shirin ARK nata a 3 ga Yuli ta ce Bitcoin ya shiga «bottoming process» kuma zai ci gaba da hawan sa mai faɗi. Ƙasan zagayen ya wuce kwana biyu kafin haka. Daga $61,490 na wannan ranar Bitcoin bai taɓa rufewa a ƙasa ba — mafi ƙasƙanci bayan kiran shi ne ranar kiran kanta — kuma yana +28.2% a $78,800. Kiranta mafi tsafta a wannan tagar, kuma wani lamari da ba kasafai ba inda mai raba jari ya yi da wuri-kuma-daidai maimakon da wuri-kuma-kuskure.
SourceCathie Wood of Ark Invest Thinks Bitcoin Has Finally Bottomed Out — The Motley Fool↗ fool.comSakamakon shi ne yadda muka karanta matsayin da ta bayyana idan aka kwatanta da farashin gaskiya, ba nata maki ba. An samo kiraye-kirayen daga rahotannin waje masu kwanan wata da asusunta na X da aka tabbatar (an haɗa hanyoyin a kowane kati), ba taƙaitawa ba. Alamun gajeren lokaci na iya juyawa yayin da zagayen ke warwaruwa; an bar manufofin shekaru masu yawa da gangan saboda ba a iya zana su tukuna.
Wood ba mutuniyar kafofin watsa labarai ce da ke samun kuɗi daga masu sauraro ba — tana gudanar da kamfanin sarrafa dukiya mai ƙa'ida. Wannan tsari ne mafi tsafta fiye da ƙungiyar sigina, kuma rikicin buƙatu mafi girma: idan tana magana da kyakkyawan fata kan Bitcoin a talabijin, tana magana ne kan kayayyakin da kamfaninta ke sayarwa.
ARK tana samun kuɗin sarrafawa akan ETF ɗinta da asusun da ake sarrafawa daban. Dukiya tana bin sakamako da hankalin jama'a, don haka babbar hujja a bainar jama'a tana da riba kai tsaye.
ARK tana tallafa wa ARK 21Shares Bitcoin ETF (ARKB) tare da 21Shares. Kowane bayyanuwa mai kyakkyawan fata kan Bitcoin, a tsarin gaba ɗaya, talla ce ga asusun da take samun kuɗi a kai. Ka auna sharhinta kan Bitcoin da wannan a gaban idonka.
ARKK/ARKW/ARKF suna riƙe da hannayen jari masu alaƙa da crypto — Coinbase, Circle, Robinhood, Bullish da sauransu — kuma ARK tana saye lokacin rauni. Ra'ayinta kan kasuwa da fayil ɗinta suna nuni zuwa alkibla ɗaya, an tsara haka.
“That’s just for the equivalent of a checking account. When they want real savings, they’re going to buy Bitcoin, we believe.”
02 Feb 2026 · dalilin da ya sa stablecoin ba sa maye gurbin BTC“The supply growth of Bitcoin is 0.8% per year and it’ll drop to 0.4 in another two years”
02 Feb 2026 · hujjar ƙarancin samarwa, a jimla ɗaya“Believe it or not, in the Bitcoin community, down 50% — if that’s as far as it goes — they’ll consider that a real victory.”
01 Apr 2026 · yadda take kallon kasuwar faɗuwaQuotes transcribed from her own public sources; stated views, not recommendations.
Wood tana buga bincikenta a tashar ARK — sabuntawar kasuwa ta wata-wata In The Know da rahoton shekara-shekara Big Ideas. Wasu kwanan nan da suka dace:
Cathie Wood: The Fed Will Not Tighten In '26 | In The KnowKaratunta na macro na yanzu: riba, kuɗi mai gudana da ma'anarsa ga dukiyoyi masu haɗari.07 Aug 2026
Is AI Winning The War On Inflation? | ITK With Cathie WoodHujjar AI–yawan aiki–faɗuwar farashi da take ƙarƙashin hujjarta kan Bitcoin.09 Apr 2026
Gold ﹥ Bitcoin... For NowBibiyarta bayan zinare ya ci gaba da doke Bitcoin — ya cancanci kallo tare da kiran Fabrairu da ke sama.05 Mar 2026
Cathie Wood's Big Ideas 2026 RecapRahoton bincike na shekara-shekara da tsarin «great acceleration» da take dawowa kai koyaushe.23 Jan 2026Wood tana gefen cibiyoyi na muhawarar Bitcoin — kusa da ma'aunin kuɗi da ETF fiye da jadawali. Taswirar da'irorin da take zagawa; hanyoyin fayil za su haɗa su yayin da bayanan ke ƙaruwa.
Ɗayan babban mai goyon bayan Bitcoin daga cibiyoyi — shi yana yin sa da ma'aunin kuɗin kamfani, ita kuma da asusu.
Yana raba tsarinta na kariya daga raguwar darajar kuɗi da wannan da'irar talabijin; yana jagorantar kamfanin ajiyar Bitcoin da aka lissafa a kasuwar hannayen jari.
Mai tunani kan macro da kuɗi mai gudana wanda tsarinsa na «exponential age» ya yi daidai da layukan S na ARK.
Abokin hamayyarta mafi nacewa a bainar jama'a — hujjar zinare kan ainihin jujjuyawar da ta yi kira a kai a Fabrairu.
Catherine Duddy Wood ita ce wacce ta kafa, CEO kuma CIO na ARK Invest, kamfanin Amurka na sarrafa dukiya mai bin jigogi da ta fara a 2014 bayan shekaru ashirin a Jennison Associates, Tupelo Capital da AllianceBernstein. ARK tana tallafa wa ARK 21Shares Bitcoin ETF (ARKB), kuma ita ce ɗaya daga cikin masu goyon bayan Bitcoin daga cibiyoyi da aka fi ambata.
Tana buga hasashe na shekaru masu yawa maimakon matakan gajeren lokaci, kuma an sake duba su. Lambobin jama'a na kwanan nan sun taru kusa da hasashen tushe na kusan $730,000–$750,000 da hasashen sama na $1.25–1.5 miliyan nan da 2030 — ƙasa daga, sannan komawa zuwa, adadin $1.5 miliyan na shekaru biyar da ta bayar a farkon 2025 kuma ta rage zuwa $1.2 miliyan a Nuwamba 2025.
Gauraye ne, kuma bangarorin biyu suna wannan shafin. Kiranta na 1 ga Afrilu 2026 cewa zamanin faɗuwar 85–95% ya ƙare ya tabbata, kuma karatun ƙasa nata na ƙarshen Yuni da 3 ga Yuli sun sauka cikin ƴan kwanaki daga mafi ƙasƙanci. Kiranta na 2 ga Fabrairu 2026 na fita daga zinare zuwa Bitcoin ya sāɓa mata a fili, haka ma kewayon $80–90k da ta yi tsammanin BTC zai riƙe.
Ita manajan asusu ce da ke magana kan kayayyakin da kamfaninta ke sayarwa — ARKB ETF ɗin Bitcoin ne da ARK ke tallafa wa — don haka sharhinta ba ya taɓa kasancewa ba tare da buƙata ba. ARKK ya faɗi da 24% a 2021 kuma Morningstar ya sanya asusun ARK cikin manyan masu lalata dukiya na shekaru goma. Ka ɗauki ra'ayoyinta a matsayin ra'ayi da aka rubuta, mai kwanan wata, kuma mai rikicin buƙatu — kada ka taɓa yin ciniki da su a rufe ido.
Fare-fare masu maida hankali, bisa bincike, na shekaru masu yawa kan sabbin fasahohi masu canza tsari, waɗanda ake auna girmansu da manufofin hasashe da aka buga maimakon matakan farashi. A kan Bitcoin musamman: iyakantaccen samarwa, kusan babu alaƙa da sauran dukiyoyi, karɓuwa a cibiyoyi da faɗuwar farashi da AI ke jagoranta. Tana ƙara sayayya lokacin faɗuwa kuma ba ta ƙoƙarin zaɓen lokacin shiga.
Wood tana sayen hujja, tana rubuta manufar, tana kuma riƙewa cikin faɗuwar 50% ba tare da ta girgiza ba. Har wane iri hankalinka ya yi kusa — auna shi da gaske da Trader Passport.
Yanzu ka sanya hanyar ka aiki. Gwada fa'idarka a bayanan kasuwa na gaske — ba tare da haɗarin kuɗi ba — a gasar BuyCrypt kyauta tare da kyaututtuka na gaske.
Nazari na bayanai da ilimi wanda ya dogara kacokan kan kayan da jama'a ke iya samu (rahotannin waje masu kwanan wata da rubuce-rubucenta da hirarrakinta na jama'a, an haɗa hanyoyin a kowane kira). Cathie Wood ita ce CEO na ARK Invest, wanda ke tallafa wa kayayyakin saka jari na Bitcoin da masu alaƙa da crypto — an bayyana wannan rikicin buƙatu a duk faɗin wannan shafin. Ba shawarar kuɗi ko saka jari ba ne. Lambobin kimanta ne kuma suna canzawa kullum. Spotted an error, or are you Cathie? Gabatar da gyara →
An tabbatar da masu amfani · An ambaci tushe a sama · Hanyar ba da maki · An sabunta 26 August 2026
