Cathie Wood Says Bitcoin’s Four-Year Cycle Is About to Break
On Dec 10, 2025, Ark Invest CEO Cathie Wood argued that Bitcoin’s traditional four-year cycle is poised to break, calling BTC a “risk-on” asset in contrast to gold. Wood pointed to rising institutional allocations, tighter correlations with equities and macro-driven capital flows as evidence that halvings alone no longer dictate price rhythms. Her comments signal a deliberate shift in Ark’s framing of Bitcoin from a standalone store of value toward an asset influenced by broader market sentiment.
If Wood is correct, traders and investors may need to rethink strategies that rely on predictable halving cycles and instead watch macro indicators, equity trends and liquidity flows. The change raises the prospect of greater short-term volatility but also wider capital inflows as firms pursue growth exposure. Ark’s high-profile stance could amplify buying interest and reshape product demand, underscoring that Bitcoin may now move more with risk-on/risk-off dynamics than it once did.