According to Cathie Wood, the liquidity squeeze that has hit AI and crypto will reverse in the next few weeks, noting that markets appeared to validate this view on the day of her remarks, source: Cathie Wood on X, Nov 26, 2025. She cited a 123% year-over-year increase in Palantir’s US commercial business last quarter as evidence of robust AI demand, source: Cathie Wood on X, Nov 26, 2025. She characterized this outlook as constructive for risk assets in AI and crypto, implying near-term catalysts for BTC and ETH if liquidity conditions improve, source: Cathie Wood on X, Nov 26, 2025.

According to @CathieDWood, the liquidity squeeze impacting AI and crypto will reverse in the next few weeks, a timeline she shared via an ITK episode promoted by ARK Funds, adding that markets appeared to reflect this view today. Source: ARK Funds post x.com/ARK_Funds/status/1993002170862424405; @CathieDWood post x.com/CathieDWood/status/1993103198836711870. According to @CathieDWood, AI is not in a bubble, which she framed alongside the expected reversal in liquidity conditions for digital assets and AI-related equities. Source: @CathieDWood post x.com/CathieDWood/status/1993103198836711870. According to @CathieDWood, she cited a 123% increase in Palantir’s US commercial business last quarter as supporting evidence for AI demand momentum. Source: @CathieDWood post x.com/CathieDWood/status/1993103198836711870.