[Digital Today reporter Chi-gyu Hwang] An analysis in a 2026 economic outlook report released by ARK Invest founder Cathie Wood said bitcoin could outperform gold as a risk diversification tool. Wood wrote that the U.S. economy is in a “coiled spring” state and forecast a new productivity cycle driven by innovative technologies such as artificial intelligence and blockchain.

Wood in particular named crypto assets and public blockchain technology as one of five core innovation platforms, alongside AI, robotics, energy storage and multi-omics. She forecast these innovations would help cut corporate costs, curb inflation and boost long-term GDP growth.

In the report, Wood highlighted bitcoin’s value in asset allocation. First, she cited that bitcoin’s supply growth rate is mathematically and strictly limited. Bitcoin is expected to rise by about 0.82 percent over the next 2 years and then gradually decline to around 0.41 percent, while gold supply could increase as mining output expands.

Bitcoin has also shown a very low correlation since 2020 with traditional assets such as gold, stocks and bonds. The correlation is even lower than the stock-bond correlation, she wrote, meaning bitcoin could function as an effective diversification tool within an investment portfolio.