Bitcoin News Today: Macro Shifts and AI Fuel ARK's Unshaken $1.5M Bitcoin Bet

ARK Invest's Bitcoin price target of $1.5 million remains unchanged despite recent market volatility, reflecting a broader shift toward bullish sentiment in the crypto and tech sectors. The firm, led by Cathie Wood, has intensified its purchases of both traditional tech stocks and crypto-related assets, signaling confidence in long-term growth trajectories. Recent acquisitions include over $56 million in Alphabet (GOOG) shares, alongside investments in Coinbase, Circle, and its own Bitcoin ETF (ARKB), as outlined in a November 26 report. Wood has also adjusted her 2030 Bitcoin forecast downward to $1.2 million, citing the rapid rise of stablecoins, but maintains a core thesis of multi-year appreciation.

Bitcoin's price has stabilized near $87,700 after a 36% correction from its October peak, with mixed institutional flows indicating cautious optimism. Spot Bitcoin ETFs saw alternating inflows and outflows this week, according to SoSoValue data, totaling $128.64 million and $151.08 million, respectively. The market's indecision is compounded by macroeconomic uncertainty, including the U.S. government shutdown's impact on data releases and shifting Federal Reserve policy. Fed officials' recent dovish remarks-suggesting room for further rate cuts-have spurred risk-on sentiment, with Bitcoin Munari's presale entering Phase 2 at $0.22 per token amid renewed market stabilization.

The broader macroeconomic landscape has also shifted. The UK's Office for Budget Responsibility downgraded its 2026 growth forecast to 1.4%, reflecting global economic headwinds, while the Fed's pivot toward easing has bolstered asset markets. Jpmorgan analysts argue that Bitcoin's market structure is evolving from a speculative asset to a macro-driven investment, with institutional liquidity now dominating price movements. The bank projects a long-term target of $240,000 for Bitcoin, citing its transition into a tradable asset class.

Tech stocks remain central to ARK's strategy, with Alphabet's recent Gemini 3 AI model and Google's AI chip developments attracting attention. Despite Wedbush analysts noting that Google's TPUs won't displace Nvidia's dominance, the firm acknowledged the AI arms race's broader implications for tech valuations according to Seeking Alpha. Ark Invest's recent $29.4 million purchase of AI cloud firm CoreWeave (CRWV) and $21.5 million in Meta (META) underscores its focus on AI-driven infrastructure as reported in Decrypt.

Bitcoin's near-term volatility is being monitored by strategists like Michael Howell, who attributes current swings to a liquidity cycle. He anticipates a risk-off phase through early 2026 followed by a liquidity-driven recovery, aligning with institutional adoption trends. Nasdaq's proposal to raise position limits on BlackRock's Bitcoin ETF (IBIT) from 250,000 to 1,000,000 contracts aims to enhance institutional participation, reflecting growing demand for regulated Bitcoin derivatives.

As the market digests these dynamics, Bitcoin Munari's fixed-supply model-selling 53% of its 21 million token supply across 10 phases-has drawn investor interest amid a crypto market cap rebound above $3 trillion. The project's structured approach contrasts with volatile, variable-price token sales, offering a predictable framework for long-term positioning.

ARK's continued bullish stance, combined with macroeconomic shifts and institutional-grade crypto products, suggests the market is primed for a multi-year bull run. While short-term volatility persists, the alignment of AI innovation, Fed easing, and institutional adoption creates a compelling case for sustained growth in both equities and digital assets.