In a bullish bombshell that lit up trading screens worldwide, ARK Invest CEO Cathie Wood declared on November 26, 2025, that the punishing liquidity drought choking AI and crypto markets is about to end—“in the next few weeks”—thanks to the Fed winding down quantitative tightening on December 1, a $300 billion Treasury cash reflow, and the fastest inflation cooldown in decades.
Speaking in a live webinar, Wood laid out the math: the U.S. government shutdown hoarded $70 billion in the Treasury General Account; now that cash is flooding back into markets. Another $300 billion is expected over the next five weeks as fiscal normalization kicks in—essentially a stealth stimulus that mirrors the 2023 liquidity surge that sent Bitcoin up 300%. “Markets are beginning to anticipate this shift,” she said, pointing to Palantir’s 123% explosion in U.S. commercial AI revenue last quarter as proof the innovation cycle is alive and accelerating.
While most managers panicked and sold, Wood went shopping. ARK deployed $16.5 million into Coinbase, $7 million into Circle, and millions more across Robinhood, BitMNR, and their own ARKB spot Bitcoin ETF—bringing their November crypto-related buying spree to nearly $100 million at the exact bottom of the drawdown.
Bitcoin responded instantly, ripping from $80,800 lows to $91,500 in days. Coinbase shares jumped 5% on the news alone. Wood doubled down on her long-standing call: Bitcoin to $1.5 million by 2030, driven by institutional adoption and the convergence of AI and blockchain. She dismissed bubble fears outright—“We’re in the first inning of AI, not the seventh”—and highlighted how enterprise AI spending is only now beginning to ramp while consumer applications are already booming.
For traders nursing losses from November’s $1.2 trillion crypto wipeout, Wood’s message was crystal clear: the storm is passing. Liquidity is returning, monetary policy is turning supportive, and the most disruptive technologies on the planet are trading at their cheapest levels in years.
As she put it, “When fear is this high and innovation this undervalued, that’s exactly when the biggest opportunities appear.”
The rebound isn’t coming—it’s already started.