2月3日消息，在比特币短线跌破10万美元关口之际，Cathie Wood 旗下的 ARK Invest 通过 ARKB ETF 买入约6500万美元的比特币。该操作发生在2026年2月3日，被市场视为机构资金“逢低吸纳”的典型案例，也为本已动荡的加密货币市场注入新的信心。
近期比特币价格波动加剧，不少投资者对回调是否意味着新一轮下行仍存疑虑。但从ARK的动作来看，其更倾向于把此次调整视为长期布局窗口。ARK在《Big Ideas》报告中维持对比特币的高目标价预期，认为到2030年，比特币有潜力达到150万美元。其核心逻辑包括：全球用户渗透率提升至5%，以及下一轮减半周期带来的稀缺性强化。
在ARK看来，比特币并非单纯的投机工具，而是一种具备长期价值储存属性的数字资产。正因如此，短期回撤反而为其提供了更优的建仓区间。与此同时，机构资金在价格下行阶段持续入场，也被视为对网络基本面与长期叙事的认可。
当然，市场声音并不完全一致。部分观察人士指出，Cathie Wood 过去也曾给出过激进预测，因此提醒投资者保持风险意识。但不可否认的是，越来越多机构正在通过配置比特币参与这一资产类别，强化了其在全球金融体系中的存在感。
从供需结构看，比特币总量固定，长期通缩属性明确。当机构需求与散户关注度同步上升时，其价格弹性也随之放大。ARK此次大额买入，进一步巩固了“机构看多比特币”的市场预期，也让比特币未来走势再度成为焦点。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Articoli correlati
Bitcoin Everlight: 4 Steps to Activate Shards and Stack Sats
Bitcoin is the most famous digital asset in the world. Most people think the only way to own it is by buying it or mining it with loud machines. A new platform called Bitcoin Everlight is changing that. It has built a simple way for anyone to help the Bitcoin network and earn real BTC rewards.
CryptoPotato1h fa
BlackRock CEO Larry Fink Receives $37.7 Million 2025 Compensation as Bitcoin ETF Becomes Key Revenue Driver
BlackRock increased CEO Larry Fink’s total compensation to $37.7 million for 2025, a 23% rise from the prior year, as the firm’s iShares Bitcoin Trust (IBIT) generated $174.6 million in sponsor fees and contributed to a record year of asset growth.
CryptopulseElite1h fa
BNP Paribas Launches Six Bitcoin and Ethereum ETNs for French Retail Clients under MiFID II Framework
BNP Paribas, France’s largest bank, will debut six cryptocurrency exchange-traded notes (ETNs) tied to Bitcoin and Ethereum on its platform starting March 30, 2026, offering French retail investors indirect exposure to digital assets without requiring direct ownership of the underlying coins.
CryptopulseElite1h fa
