{"id":70290,"date":"2026-02-01T21:01:32","date_gmt":"2026-02-01T21:01:32","guid":{"rendered":"https:\/\/dogewisperer.com\/?p=70290"},"modified":"2026-02-01T21:01:32","modified_gmt":"2026-02-01T21:01:32","slug":"with-bitcoin-below-80k-ark-reframes-the-narrative-around-gold","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=70290","title":{"rendered":"With Bitcoin Below $80K, ARK Reframes The Narrative Around Gold"},"content":{"rendered":"
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Bitcoin slid again, and big-name bulls are talking. According to ARK Invest\u2019s team, the pullback<\/a> after a rapid run is part of a wider picture that mixes gold, money supply measures, and investor flow. Markets are messy now. That does not mean long-term stories are dead.<\/p>\n

Cathie Wood\u2019s Long View<\/h2>\n

Based on reports<\/a>, Cathie Wood has kept a public, steady bet on crypto for years, buying assets and shares in firms tied to digital tokens when prices were far lower. Her company took early positions in exchange operators and fintech companies that provide crypto access.<\/p>\n

Reports note ARK\u2019s valuation work and scenarios that place Bitcoin far above current prices by 2030 under certain adoption assumptions. Those forecasts are not promises. They are models with many moving parts.<\/p>\n

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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. https:\/\/t.co\/kxZEHhbBVJ<\/a><\/p>\n

\u2014 Cathie Wood (@CathieDWood) January 31, 2026<\/a><\/p>\n<\/blockquote>\n

Gold And The Debasement Trade<\/h2>\n

Reports say ARK\u2019s research director compared gold\u2019s market value to the US M2 money supply and found readings at a level not seen since the 1930s and around the same era as 1980.<\/p>\n

That kind of extreme has historically preceded a big reversal in gold\u2019s price. Some traders remember a 60% drop after the 1980 peak. Those are facts that deserve a second look. They do not translate directly into a prediction for Bitcoin, though.<\/p>\n

Bitcoin<\/a> and gold do not always move together. Based on reports, the historic correlation has been low \u2014 about 0.14 since early 2020. That number means daily price moves rarely sync up.<\/p>\n

<\/p>\n

Yet, in past major rallies, gold\u2019s gains<\/a> were followed by a strong leg for Bitcoin. This time, the sequence stalled. Precious metals spiked and then pulled back sharply, but capital did not flow into crypto the way some expected. That raises questions about who is moving money and why.<\/p>\n

Market Moves And What To Watch Next<\/p>\n

Bitcoin fell to $78,150 at the time this report was made. The top crypto asset hit a level many traders watch closely after a flash crash last October. It is now more than 35% under the peak it reached on Oct. 6, 2025, and volatility is high.<\/p>\n

Different Roles, Different Clocks: ARK\u2019s View On Bitcoin And Gold<\/strong><\/p>\n

Overall, ARK\u2019s stance remains consistent. Reports show the firm still views Bitcoin as a long-term asset tied to adoption and network growth, even during sharp drawdowns.<\/p>\n

Gold, in contrast, is being watched for signs of exhaustion after an extreme run tied to money supply fears. In ARK\u2019s view, the two assets play different roles, move on different clocks, and should not be judged by short-term price action alone.<\/p>\n

Featured image from Unsplash, chart from TradingView<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Bitcoin slid again, and big-name bulls are talking. According to ARK Invest\u2019s team, the pullback after a rapid run is part of a wider picture that mixes gold, money supply measures, and investor flow. Markets are messy now. That does not mean long-term stories are dead. Cathie Wood\u2019s Long View Based on reports, Cathie Wood […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[2],"tags":[3,4,5],"class_list":["post-70290","post","type-post","status-publish","format-standard","hentry","category-news","tag-crypto","tag-doge","tag-news"],"_links":{"self":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/70290","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=70290"}],"version-history":[{"count":0,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/70290\/revisions"}],"wp:attachment":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=70290"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=70290"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=70290"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}