About this episode

Cathie Wood discusses her investment thesis and insights on digital assets and the macroeconomic landscape.

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…

People in this episode

Hosts: Robbie, Andy

Guest: Cathie Wood

Topics covered

• digital assets
• investment strategies
• blockchain technology
• macro liquidity
• tokenization
• cryptocurrency

Keywords

• Cathie Wood
• ARK Invest
• tokenization
• Bitcoin
• macro liquidity
• DeFi
• Stablecoins
• AI
• investment strategies

Mentioned in this episode

Organizations: ARK Invest

Products: Bitcoin, Stablecoins, DeFi, AI, Gold

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