Cathie Wood & Tom Lee: “Bitcoin’s REAL Bull Run Hasn’t Started Yet" (MIND BlOWING UPDATE)
1 extracted signal · 0 resolved · 1 still active
Crypto NutshellIndependent analyst profile- Source published
- 28 Oct 2026, 17:17 UTC
- Recorded by Tahlil Plus
- 28 Oct 2026, 23:36 UTC
AI-generated source summary
ARK Invest's long-term thesis for Bitcoin in 2030 projects a price target of $1 million per coin in the bull case, with a base case target of $1.2 million. This projection is based on a CAGR model and considers factors like emerging market safe-haven demand, which was recently reduced by 80% to 0.5% for the base case and 1.3% for the bull case. Despite this reduction, the overall market cap assumption for Bitcoin is still projected to be $24.4 trillion. The firm also sees Bitcoin as a downstream AI story, with AI agents potentially carrying crypto wallets. For Ethereum, the target is set at $750,000 for the base case, with a bull case of $1.5 million, driven by its role in AI and potential as a store of value. The analysis highlights the low correlation of Bitcoin and Ethereum with gold and other traditional assets, positioning them as uncorrelated assets for portfolio diversification. The expected growth in AI computing demand is seen as a significant catalyst for crypto, particularly for compute tokens and AI-centric ETPs.
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