Don't want to trade it yourself?
Our desk runs DEX portfolios on profit share.
Bitcoin vs. Gold: Cathie Wood Sees a Breakout
- BTC-USD
- GC=F
- ARKK
Quick Read
-
Wood’s Bitcoin breakout call conflicts with the trailing-year data: Bitcoin lost 28% while gold gained 20% over the same period.
-
Bitcoin’s one-month 22% surge against flat gold is thin evidence for a structural regime shift most allocators would require.
-
ARK’s AI-disruption thesis argues rising counterparty risk lifts both gold and Bitcoin, with a calm VIX of 16 supporting the risk-on leg.
-
Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Cathie Wood is planting her flag in Bitcoin again, and this time she is doing it against gold. In ARK Invest’s “In The Know” commentary, the ARK Innovation ETF advisor said “You know we’re big bulls on Bitcoin” and framed the asset as “both a risk-off and a risk-on asset.” She called Bitcoin’s correlation with gold “very low” by historical standards, described the breakout relative to gold as “very reassuring from our point of view,” and argued the asset has “miles to go.” Her specific call: the Bitcoin-to-gold ratio keeps climbing to new all-time highs.
What the Bitcoin-to-Gold Ratio Actually Measures
The Bitcoin-to-gold ratio is simple arithmetic dressed up as macro commentary: how many ounces of gold one Bitcoin will buy. On the morning of September 11, 2026, per TheStreet, Bitcoin (CRYPTO:BTC) was quoted at $78,007.67 while spot gold sat at $4,377.49 per ounce. When Bitcoin outruns gold, the ratio expands. When gold gains and Bitcoin sags, it contracts. Wood treats a rising ratio as evidence that scarce digital money is taking share from the oldest hard asset on the planet.
24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now.
The report is free, and you can see why we think each stock is a top investment today.
Reality Check on the Breakout Claim
Wood’s confidence is slightly at odds with the record, but this all comes down to the timeframe. In a report published on the 8th of September, 2026, TheStreet’s reporter Anand Sinha wrote that Bitcoin gained 22% over the trailing month while gold gained nothing. Over a longer window, Sinha’s reporting for TheStreet flipped the script: gold gained 20% over the trailing year while Bitcoin lost 28% during that same period.
Source: finance.yahoo.com