$BTC Ms. Mu Zhu is calling the supercycle again!
She expects that the U.S. actual GDP growth rate could hit above 7%.
AI and the technological revolution are once again lifting productivity!
What’s even more dramatic is that while growth accelerates, inflation may continue to fall.
Stocks and Bitcoin could become the biggest beneficiaries of this cycle!
In her latest comments, Cathie Wood said a productivity revolution driven by technologies such as AI, robotics, and energy storage could accelerate real GDP growth in the coming years from a long-term range of about 2% to 3% to above 7%. ARK even expects productivity growth to reach 5% to 6%, while cost-reduction effects brought by technology could continue to push inflation lower.
Following her logic, this environment would be more favorable for risk assets like stocks, while traditional fixed-income assets may become less attractive. Therefore, asset allocation could increase the stock allocation ratio and also consider adding BTC. Note that above-7% is ARK’s long-term forecast for the technology revolution, not the actual growth rate of the current U.S. economy. In reality, the AI-driven productivity improvement is still subject to significant debate.
If productivity really starts to materialize, markets will be trading more than just a rate-cut story.
With growth re-accelerating but no high inflation, BTC and tech stocks will face a completely different valuation environment.
Click the card below and get started!👇
$ETH $ZEC
She expects that the U.S. actual GDP growth rate could hit above 7%.
AI and the technological revolution are once again lifting productivity!
What’s even more dramatic is that while growth accelerates, inflation may continue to fall.
Stocks and Bitcoin could become the biggest beneficiaries of this cycle!
In her latest comments, Cathie Wood said a productivity revolution driven by technologies such as AI, robotics, and energy storage could accelerate real GDP growth in the coming years from a long-term range of about 2% to 3% to above 7%. ARK even expects productivity growth to reach 5% to 6%, while cost-reduction effects brought by technology could continue to push inflation lower.
Following her logic, this environment would be more favorable for risk assets like stocks, while traditional fixed-income assets may become less attractive. Therefore, asset allocation could increase the stock allocation ratio and also consider adding BTC. Note that above-7% is ARK’s long-term forecast for the technology revolution, not the actual growth rate of the current U.S. economy. In reality, the AI-driven productivity improvement is still subject to significant debate.
If productivity really starts to materialize, markets will be trading more than just a rate-cut story.
With growth re-accelerating but no high inflation, BTC and tech stocks will face a completely different valuation environment.
Click the card below and get started!👇
$ETH $ZEC
