Foreign media: According to the founder of ARK Invest, Cathy Wood, the global economic and political environment is becoming unstable and is creating conditions for the next round of increases in Bitcoin. She concluded that, following capital outflows from some countries, investors would be more active in finding assets that could be held across borders and that would preserve wealth when the financial system was under pressure.
Financial outflows are seen as catalysts
Wood wrote on platform X on 27 June that financial outflows from areas of economic and political instability could bring new momentum to Bitcoin and the wider digital asset market. She described digital assets as a “insurance tool” and suggested that the demand for such assets would increase when confidence in the traditional financial system was weakened.
Her core view was that the role of bitcoin was not just a high-variant risk asset. Bitcoin is easier to move across borders than traditional assets that rely on local banking systems or capital-regulated environments, and therefore is more likely to be seen as an alternative value-added tool during periods of uncertainty.
AI and Bitcoin for different purposes
Wood also mentioned that AI was driving a new wave of investment in technology and was continuing to attract large inflows. However, in her view, AI was not directly competitive with bitcoin, and the two satisfied different needs.
According to her, AI corresponds to the growth-oriented investment logic, with capital placing emphasis on enterprise expansion and technological returns, while bitcoin corresponds to the need for wealth protection, especially in an environment of inflation, weak exchange rates and financial system pressure, which is more likely to be magnified.
Macro stresses still affect expectations.
At the time of the announcement, the market was still assessing a number of external factors, including geographical tensions, inflationary pressures, weak currencies in some areas and uncertainty about the outlook for monetary policy. According to Wood, these factors are increasing the market ' s interest in value-fixing assets.
AARK analyst Lorenzo Valente has also previously indicated on social platforms that the market is increasingly looking at encrypted assets from an institutionalized perspective, but this may weaken its original use. In his view, digital assets should not be seen only as risk-biased trading instruments, but also as financial protections in unstable environments.
Additional information:Crypto.news had previously reported that Wood, after exchanges with Asian and European investors, had indicated that many investors expected inflation to remain high and believed that the Fed might further tighten its policy. At the same time, however, she noted that the direction reflected in the latest economic data did not necessarily support that judgement.