Cathie Wood: The Next Bull Market Is Here (…What It Will Look Like)
The Rollup27 Apr

Cathie Wood: The Next Bull Market Is Here (…What It Will Look Like)

Cathie Wood joins The Rollup to break down her innovation platforms thesis, the story behind her firm, ARK Invest and its foray into digital assets. She also unpacks her belief in the tokenization thesis, what 'good deflation' is, her "Big Four" crypto assets.

We ask her about the 4-year cycle and where the macro liquidity landscape is currently at, and finally and agentic AI is converging with blockchain at scale.

Cathie Wood is the CEO and CIO of ARK Invest, one of the world's leading active investment managers focused on disruptive innovation with over $10 billion in AUM across five innovation platforms.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.


Timestamps:

00:00 Intro

01:22 5 Innovation Platforms

04:53 Why ARK Started

08:11 Bitcoin's Institutional Journey

12:38 First Bitcoin Position

15:11 Institutional Adoption Today

17:33 Larry Fink's Conversion

19:30 Stablecoins Are Impactful

22:06 $11T Tokenization Thesis

23:07 DeFi Value Accrual

28:48 Bitcoin & The Big Four

32:39 Macro Liquidity Dynamics

34:24 Bitcoin vs Gold

35:38 ARK's $730K Case

38:00 The Fed & Good Deflation

41:15 New Fed Chair

45:05 Four Year Cycle Debate

46:10 Why Agentic AI Needs Blockchain

49:15 Self-Driving Labs & Healthcare


𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(658)

Sam Boboev: The AI x Fintech Bull Case (My Full Thesis)

Sam Boboev: The AI x Fintech Bull Case (My Full Thesis)

Sam Boboev breaks down why stablecoins are the native currency of AI agents, why Mastercard's $1.8B blockchain acquisition and Visa's OpenAI partnership signal the payment giants have accepted their s...

17 Juni 32min

Alex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)

Alex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)

Alexander Cutler breaks down the state of investing in tokens, why Aerodrome is already the number one onchain exchange for Bitcoin, Ethereum, and FX volume, why 100% value redistribution is the only ...

16 Juni 52min

Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin

Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin

From pioneering the Transformer architecture now used in every AI stack to building the rails for the agent economy, NEAR Co-Founder Illia Polosukhin connects the full arc in this inaugural episode of...

15 Juni 40min

Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)

Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)

Vladimir Novakovski sits down with Andy & Robbie to break down the Lighter bull thesis from The Tokenization Tower in NYC. We discuss Lighter's escape hatch design that lets every participant exit thr...

13 Juni 45min

David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)

David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)

David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks that the market didn't price in for a full day, and ...

11 Juni 36min

Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)

Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)

Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer hardware is now provably cheaper than data centers...

10 Juni 41min

Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)

Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)

Sam Kazemian breaks down why the Genius Act's 120-day default acceptance is the most bullish structural change for compliant stablecoins, why you can't vibe code liquidity or DeFi integrations regardl...

9 Juni 30min

DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)

DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)

DeFi Dad breaks down why lighter's ETH escape hatch makes it the most underrated security feature versus HyperLiquid, why RWA tokenization will eventually eclipse all native crypto tokens by market ca...

8 Juni 38min

Populärt inom Teknik

uppgang-och-fall
natets-morka-sida
market-makers
elbilsveckan
rss-laddstationen-med-elbilen-i-sverige
rss-technokratin
skogsforum-podcast
rss-elektrikerpodden
bli-saker-podden
bilar-med-sladd
rss-uppgang-och-fall
rss-snacka-om-ai
ai-sweden-podcast
hej-bruksbil
dom-kallar-oss-krypto
developers-mer-an-bara-kod
rss-heja-framtiden
rss-en-ai-till-kaffet
rss-veckans-ai
rss-vaxtpressenpodden