Cathie Wood Predicts $2.4 Million Bitcoin by 2030—Here's Why You Should Pay Attention

Bitcoin Is Up 2,099,900% Since 2012. ARK Invest expects another 2,185% gain by 2030. Here's how to position your portfolio.

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Cathie Wood, CEO of ARK Invest, is bullish on Bitcoin.

How bullish? Her firm believes that a single Bitcoin could be worth up to $2.4 million by 2030.

And they believe it so strongly that they’ve published all their research online to support it.

Source: ARK Investment Management LLC, 2025

Here’s what I find interesting and why I spent 5% of my portfolio on Bitcoin ETFs:

Quick Story

If you read yesterday’s newsletter, you know I missed out on $10 million by not investing in Bitcoin in 2012—they were $5 per coin.

And if you’re wondering—Yes, I feel like a complete doofus every time I hear the word, Bitcoin.

But that’s why I find Cathie’s research so interesting today.

Here’s the Point

In just 13 years, Bitcoin has ballooned by 2,099,900% from its $5 price in 2012.

And Cathie Wood, one of the world’s most influential investors, estimates it’ll rise another 2,185% from its current price of $105,000—making it one of the most valuable commodities on earth.

What’s Driving Bitcoin?

Wondering how a single coin could be worth $2.4 million? I did too.

Cathie and her team at ARK Invest provided six drivers that influenced their bold forecast. We’re only going to talk about two that I believe are the most influential:

• Institutional investors allocating more money to Bitcoin

• The US government establishing a strategic Bitcoin reserve

1. Institutional Investors Buying Bitcoin

Institutional money was not widely invested in Bitcoin before January 2024, when the SEC (Securities and Exchange Commission) approved the purchase and sale of Bitcoin on the stock market through Spot Bitcoin ETFs.

Nine months into the approval, $12.4 billion of institutional money was invested in Bitcoin.

Five months later, that number more than tripled to $38.7 billion.

Why does this matter?

When institutions start purchasing an asset, its competitors often follow suit, which in turn raises demand for the asset.

When demand rises on a limited asset (only 21 million Bitcoins exist; there will never be more), significant price increases follow.

2. US Government’s Strategic Bitcoin Reserve

“Bitcoin is the original cryptocurrency. The Bitcoin protocol permanently caps the total supply of bitcoin (BTC) at 21 million coins, and has never been hacked. As a result of its scarcity and security, Bitcoin is often referred to as “digital gold”. Because there is a fixed supply of BTC, there is a strategic advantage to being among the first nations to create a strategic bitcoin reserve. The United States Government currently holds a significant amount of BTC, but has not implemented a policy to maximize BTC’s strategic position as a unique store of value in the global financial system. Just as it is in our country’s interest to thoughtfully manage national ownership and control of any other resource, our Nation must harness, not limit, the power of digital assets for our prosperity.”

-President Donald J. Trump

What you just read is “Section 1. Background” of an Executive Order signed by President Trump on the establishment of the strategic Bitcoin reserve.

And it’s not only the United States. Other nations are accepting Bitcoin and establishing reserves for it, much like they do for gold.

💡 Pro tip: Click to read the full Ark Invest Bitcoin report.

If these two drivers hit full stride, then the numbers from Cathie and her team don’t sound far-fetched.

The Solution—How I Invested in Bitcoin

Currently, 3% of my portfolio is invested in two Bitcoin ETFs.

By the end of 2025, my allocation will increase to 5%.

Here’s how—and the companies I’m invested in: