Bitcoin Slump Sparks ARK’s Bold Gold Revelation

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Bitcoin, it would seem, has slipped once more, and the most renowned bulls of the moment-those who haunt the drawing rooms of finance-are discoursing with gravity enough to alarm even a prudent aunt. According to the discerning minds at ARK Invest, the retreat following a brisk ascent forms part of a larger design in which gold, the measures of money, and the currents of investors mingle like guests at a very fashionable assembly. The markets wear a countenance most unsettled; yet such bustle does not extinguish the long‑standing tales that the patient reader may still wish to inspect.

Cathie Wood’s Long View

Miss Cathie Wood, it would appear, has long kept a public and steadfast faith in the fortunes of crypto, acquiring assets and shares in enterprises linked to digital tokens when prices were sufficiently low to tempt even a wary spirit. Her house took early positions in exchange operators and fintech houses that provide access to crypto, as a testament, one must suppose, to constancy in the face of volatility more rapid than a Regency wable in a ballroom.

Whispers report that ARK’s valuation studies and scenarios place Bitcoin far above present prices by the year 2030 under certain assumptions of adoption. These forecasts are not promises; they are models, with many parts that move as erratically as any debutante at a county ball.

Also important to note is that the correlation between the bitcoin and gold prices has been 0.14 since early 2020, and that the gold price led the last two significant bull moves in the bitcoin price in the last two major cycles.

– Cathie Wood (@CathieDWood) January 31, 2026

Gold And The Debasement Trade

Reports declare that ARK’s director of research compared gold’s market value to the United States’ M2 money supply and found readings not seen since the 1930s, and approaching the very era of 1980.

Such extremity has historically preceded a considerable reversal in gold’s fortune. Some traders recall a sixty percent decline after the 1980 peak. These are matters that deserve a second, cooler inspection. They do not, however, translate directly into a prediction for Bitcoin, though.

Bitcoin and gold do not always move in concert. The historic correlation has been modest-about 0.14 since early 2020-meaning their daily price moves rarely synchronize, much as two acquaintances who occasionally attend the same assembly by chance.

Yet in former grand rallies, gold’s gains were typically followed by a robust rise in Bitcoin. This time, the sequence stalled. The precious metals spiked and then receded rather abruptly, but capital did not pour into crypto as some had anticipated. That provokes questions about who moves money and for what ends.

Market Moves And What To Watch Next

Bitcoin descended to about $78,150 at the hour of this report. It sits well below the lofty peak of October 2025, with volatility remaining rather theatrical.

Different Roles, Different Clocks: ARK’s View On Bitcoin And Gold

In broad terms, ARK’s stance remains constant. The house still regards Bitcoin as a long‑term asset tethered to adoption and network growth, even amid sharp drawdowns.

Gold, by contrast, is watched for signs of exhaustion after an extraordinary run born of fears regarding the money supply. In ARK’s view, the two assets perform different functions, move on different clocks, and ought not to be judged by the day’s short-term fluctuations alone.

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2026-02-02 00:12