[DigitalToday reporter Yoonseo Lee (이윤서)] Cathie Wood’s Ark Invest has drawn attention in the community with its long-term outlook for bitcoin and Nvidia, which led the market in 2024 to 2025.

On Jan. 21 local time, blockchain media outlet BeInCrypto reported that Ark recently forecast in its Big Ideas 2026 report that bitcoin’s market capitalisation would rise 700 percent over the next 4 years. It also predicted Nvidia’s dominance in AI hardware would be put to the test under pressure from competitors.

The report said bitcoin has begun to establish itself as a stable investment asset since 2025. It said volatility has fallen and risk-adjusted returns have improved, moving it away from its previous speculative character. The report forecast the crypto market would grow 61 percent a year on average through 2030, lifting total market capitalisation to $28 trillion, and predicted bitcoin would account for 70 percent of that. That suggests bitcoin could rise from the current level of about $90,000 to as high as $800,000.

It predicted bitcoin’s role as a safe-haven asset in emerging markets would shrink. It cited the rapid rise of dollar-based stablecoins as a key reason. It also said a surge in the gold market would further strengthen bitcoin’s value as “digital gold”.

Ark’s outlook for the fast-rising Nvidia was more cautious. Ark Invest said global AI infrastructure investment would exceed $1.4 trillion by 2030, but predicted Nvidia’s dominance in the AI chip market would be hard to sustain. It said Amazon, Google and AMD are accelerating development of custom AI chips, increasing the possibility of replacing Nvidia’s high-priced GPUs.

According to Ark Invest, Nvidia’s latest GPUs offer strong performance but high operating costs could constrain profitability gains. That means Nvidia will remain strong in the AI chip market, but it will be difficult to maintain the same explosive growth as in the past.

Ultimately, the report predicted Nvidia shares would trend higher over the long term, but growth would slow and volatility would rise. That contrasts with its forecast that bitcoin will follow a strong upward trajectory. With the two assets that led the market over the past 2 years expected to take different paths, the report said investors will likely need a more sophisticated approach tailored to the changed market environment.