By Mohammad Shahid
Publication Date: 2026-01-21 21:56:00
Cathie Wood’s ARK Invest has laid out one of its clearest long-term views yet on Bitcoin and Nvidia, two assets that defined the 2024–2025 market cycle. The firm’s latest Big Ideas 2026 report predicts that the Bitcoin market cap will increase by 700% over the next four years.
It also predicts that Nvidia’s dominance in AI hardware may face growing pressure from competitors.
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Bitcoin Price to Hit $800,000?
ARK argues that Bitcoin’s behavior changed meaningfully in 2025. Its drawdowns were smaller, volatility declined, and risk-adjusted returns improved compared to past cycles.
Measured by the Sharpe Ratio, Bitcoin outperformed Ethereum, Solana, and the broader CoinDesk 10 Index across multiple time frames. That shift supports ARK’s view that Bitcoin is increasingly acting like a safe-haven asset rather than a purely speculative one.
As a result, ARK expects Bitcoin to dominate a rapidly expanding crypto market. The firm estimates total cryptocurrency market capitalization could reach $28 trillion by 2030, growing at roughly 61% annually.
Crucially, ARK believes Bitcoin could account for 70% of that market, lifting its market capitalization to around $16 trillion by the end of the decade.
Based on current supply projections, that implies a Bitcoin price of roughly $800,000 per coin. That’s a near nine-fold increase…