This June, Cathie Wood was interviewed by CEO Diary, systematically explaining her views and recommendations on investing; the original video was 100 minutes long, and I have summarized it into 25 key points as follows:

Bitcoin is another 'asset class revolution' after 1600.

She calls Bitcoin 'the first truly new asset class since stocks emerged in 1600,' with its independence and non-correlation forcing institutions to allocate to it.

From the perspective of portfolio construction, she emphasizes the 'diversification premium' that Bitcoin brings, rather than just speculating on coins.

Original: 'We haven’t had one truly since equities in the 1600s... institutions have to consider it.'

Bitcoin's target price for 2030: $1.5 million.

She believes Bitcoin will become part of the global monetary system, especially after global institutions start to allocate to it, with its supply being extremely limited while demand is rising rapidly.

Cathie Wood has repeatedly emphasized the importance of a 'rules-driven monetary system,' seeing Bitcoin as the solution she has been waiting for since the dollar's disconnect from the gold standard in 1971.

Original: 'Our forecast for 2030 is $1.5 million... it’s a very big idea because it is a new asset class.'

Bought Bitcoin for $250 in 2015.

Cathie Wood bought Bitcoin early, mainly for academic research rather than speculation, encouraged by her professor Art Laffer to view Bitcoin from an economic perspective.

She mentioned that she was questioned and mocked at the time, but it strengthened her confidence in her judgment of technological trends.

Original: 'We got in at roughly $250... people thought we were doing it as a marketing trick.'


The three value pillars of Bitcoin: institutions, young people, and developing countries.

She emphasizes that the true breakout point for Bitcoin does not come from U.S. retail investors but from the gradual recognition by global institutions, the natural affinity of Generation Z, and the strong demand for currency stability in emerging countries.

She specifically mentioned that in countries like Venezuela and Turkey, Bitcoin and stablecoins are 'insurance policies' for ordinary people against hyperinflation.

Original: 'Three building blocks... institutional, digital gold, and emerging markets.'


The Bitcoin system has never been hacked since 2009; it is the 'safest computing network.'

She uses this to illustrate that Bitcoin's technological foundation is not a speculative scam, but a native, extremely robust financial infrastructure of the internet.

She believes Bitcoin is even more trustworthy than traditional financial systems; 'unhacked' is the best endorsement of trust.

Original: 'The base layer has not been hacked since 2009... how many systems can say that?'


AI and Autonomous Driving: A Universal Platform in the AI Era.


Tesla is the largest AI project on Earth.

She believes Tesla's AI investment has far exceeded public perception, especially in FSD (Full Self-Driving).

She once posted this view on X (formerly Twitter), and Elon Musk personally liked it to confirm.

Original: 'Tesla is the largest AI project on Earth... Elon liked it, so it must be true.'


Tesla's target stock price for 2030: $2,600.

Cathie Wood predicts Tesla's stock price will grow tenfold, with 90% of its value coming from its future robot taxi network.

She calls it the 'iPhone of the autonomous driving era'; once realized, it will become one of the largest platforms globally.

Original: 'Our prediction in five years is $2,600... 90% from the robo taxi platform.'


The future car is not a consumer product but a 'money-making machine.'

She envisions an ordinary person being able to rent out their Tesla during the day to earn money and use it at night.

She said, 'This is a new form of productivity,' reflecting the 'reusability' of future assets.

Original: 'Your Tesla could drive you to work, then go out to earn money during the day.'


Autonomous taxis will bring in $8–10 trillion in revenue in the future.

This is one of her most important predictions about the AI economy, comparing this technology to the emergence of the internet and mobile phones.

She said, 'The global GDP is $130 trillion, and $10 trillion is already a significant part of GDP.'

Original: 'The autonomous taxi network will be worth $8 to $10 trillion... it will move the needle.'


The humanoid robot market could reach $26 trillion in the future.

She thinks this will be more transformative than autonomous taxis, although it is still in early stages.

She mentioned Elon Musk's 'ultimate goal': robots that can thread a needle.

Original: 'Elon will not be satisfied until these robots can thread a needle... we expect a $26 trillion market.'


Healthcare Technology: AI Will Rewrite Life Sciences.


AI + Multi-Omics Technology Can Achieve Early Cancer Screening, Even at 'Stage Zero.'

She believes this is the most powerful contribution of AI to human welfare, as it can detect cancer at the earliest stages.

She emphasizes that this is the result of integrating multi-omics (genes, RNA, proteins) technology.

Original: 'We are able to diagnose cancer in stage one, maybe even before.'


Crispr can cure sickle cell anemia in one treatment and is already generating revenue.

She emphasizes that this is not a distant future but an AI healthcare case that 'can make money now.'

She focuses on the practical implementation of technology rather than theoretical breakthroughs.

Original: 'Crispr Therapeutics... with one treatment... it is already generating revenue.'



The global GDP growth rate may reach 7.3% in the next five years.

She believes the five major technology platforms will drive the 'second industrial revolution' in the economy.

She compares this growth rate to 0.6% from 1500-1900 and 3% after the industrial revolution, suggesting we are entering a boom period.

Original: 'Based on our platforms, GDP growth could accelerate to 7.3%.'


Wright's Law is the core principle for investing in technology companies.

All the technologies she invests in must comply with the principle that 'unit costs decline exponentially with scale.'

She emphasizes that technology 'is naturally deflationary'; the more mature it becomes, the cheaper it gets.

Original: 'Wright’s Law... how fast costs will decline... most important metric we use.'


The No-code era has arrived: humans no longer write code.

She mentioned that 'vibe coding' will replace traditional programmers, allowing anyone to write software using natural language.

She said ARK is using this technology to replace internal tools.

Original: 'We’re replacing software using natural language... customization will explode.'


Investment Recommendations: Future Opportunities Accessible to Ordinary People.



ARK ETF is a good way for ordinary people to get into innovative assets.

She recommends investing in the next ten years through the ARK fund ETF using the 'dollar-cost averaging' method.

She believes that even if you invest just $1,000, you can achieve the technology dividend through ETFs.

Original: 'Averaging into our ETF... you’re getting exposure to 35 top innovation companies.'



Social Structure and Future Changes.



Future companies will be replaced by 'individual economies'.

She believes DAOs, Bitcoin, and others will disrupt traditional corporate structures, allowing individuals to sustain themselves through investment and creation.

She said, 'Companies are just agreements,' and the convergence of technology and finance will create new organizational forms.

Original: 'Maybe this idea of a corporation as we know it is going to change radically.'


AI is penetrating government, with the U.S. FDA being the first to benefit.

She stated that seeing the FDA use AI for drug approvals, with significantly improved speed and efficiency, is the first step in reforming government through technology.

She uses this to support Elon's idea of 'technological governance of government.'

Original: 'I’m watching it in the FDA... how they’re starting to use AI, it’s phenomenal.'


Retail will be replaced by AI personal assistants, and shopping will be 'predicted.'

She predicts that everyone will have their own AI shopping assistant in the future, knowing what they need before they do.

She said, 'I hate shopping, I can't wait.'

Original: 'They’ll anticipate what we want... I hate shopping, I can’t wait.'


Digital Assets and Platform Revolution.


Digital assets are the 'native financial layer of the internet.'

She strongly advises abandoning the term 'Crypto' and using 'Digital Assets' to define the future Web3 infrastructure.

She believes 'Crypto' sounds like underground transactions, while digital assets are the backbone of the economy.

Original: 'Let’s stop calling it crypto. It’s really digital assets—this legitimizes it.'


Coinbase is the 'compliance beacon' of the digital financial revolution.

She invests in Coinbase not just because it makes money but because it educates regulators and is an important driver of industry legitimization.

She said: 'They made sure America didn't miss out on this innovation.'

Original: 'They fought the fight against regulators... helped policymakers understand.'