Macro· ★★★· bullish·

Cathie Wood: AI to drive 7–8% US growth and turn Bitcoin higher

  • —AI inference costs are falling about 99.99% a year, boosting automation and cutting costs
  • —Wood sees real US GDP growth reaching 7–8% annually versus the historical ~3%
  • —Bitcoin's correlation with gold since 2019 is only about 0.1, with the two now moving in opposite directions
  • —Wood sees oil potentially falling to $30–35 a barrel as transport electrifies
Why it matters: If Wood is right, low inflation with strong growth would support risk assets, while Bitcoin's divergence from gold could draw more institutional flows into BTC.
Source: Blockmedia