{"id":91508,"date":"2025-11-27T18:30:11","date_gmt":"2025-11-27T15:30:11","guid":{"rendered":"https:\/\/forklog.com\/en\/?p=91508"},"modified":"2025-11-27T18:37:10","modified_gmt":"2025-11-27T15:37:10","slug":"ark-invest-flags-december-catalysts-for-bitcoin","status":"publish","type":"post","link":"https:\/\/forklog.com\/en\/ark-invest-flags-december-catalysts-for-bitcoin\/","title":{"rendered":"ARK Invest flags December catalysts for bitcoin"},"content":{"rendered":"<p>Liquidity returning to markets and further monetary easing by the <span data-descr=\"US Federal Reserve System\" class=\"old_tooltip\">Fed<\/span> could help bitcoin recover in December, according to ARK Invest analysts.<\/p>\n<blockquote class=\"twitter-tweet\">\n<p lang=\"zxx\" dir=\"ltr\"><a href=\"https:\/\/t.co\/A1PDSrCSZd\">https:\/\/t.co\/A1PDSrCSZd<\/a><\/p>\n<p>\u2014 ARK Invest (@ARKInvest) <a href=\"https:\/\/twitter.com\/ARKInvest\/status\/1993797871259255230?ref_src=twsrc%5Etfw\">November 26, 2025<\/a><\/p><\/blockquote>\n<p> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>They said that on 30 October liquidity fell to a multi-year low of $5.56 trillion. The record 43-day <a href=\"https:\/\/forklog.com\/en\/news\/elephant-versus-donkey-americas-longest-shutdown\">government shutdown in the US<\/a> triggered $621 billion of outflows.\u00a0<\/p>\n<p>However, the government\u2019s reopening has already released about $70 billion \u2014\u00a0another $300 billion is set to return to markets over the next five to six weeks.\u00a0<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"639\" src=\"https:\/\/forklog.com\/wp-content\/uploads\/img-f110f8a88fa74f3f-10647915242702375-1024x639.png\" alt=\"image\" class=\"wp-image-270653\" srcset=\"https:\/\/forklog.com\/wp-content\/uploads\/img-f110f8a88fa74f3f-10647915242702375-1024x639.png 1024w, https:\/\/forklog.com\/wp-content\/uploads\/img-f110f8a88fa74f3f-10647915242702375-300x187.png 300w, https:\/\/forklog.com\/wp-content\/uploads\/img-f110f8a88fa74f3f-10647915242702375-768x479.png 768w, https:\/\/forklog.com\/wp-content\/uploads\/img-f110f8a88fa74f3f-10647915242702375-1536x958.png 1536w, https:\/\/forklog.com\/wp-content\/uploads\/img-f110f8a88fa74f3f-10647915242702375.png 1824w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Source: <a href=\"https:\/\/x.com\/ARKInvest\/status\/1993797871259255230\">X\/ARK Invest<\/a>.\u00a0<\/figcaption><\/figure>\n<p>The Treasury\u2019s cash balance remains elevated \u2014 $892 billion versus a normalised level of ~$600 billion.\u00a0<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"648\" src=\"https:\/\/forklog.com\/wp-content\/uploads\/img-19c5100cf2351536-10647936977473995-1024x648.png\" alt=\"image\" class=\"wp-image-270654\" srcset=\"https:\/\/forklog.com\/wp-content\/uploads\/img-19c5100cf2351536-10647936977473995-1024x648.png 1024w, https:\/\/forklog.com\/wp-content\/uploads\/img-19c5100cf2351536-10647936977473995-300x190.png 300w, https:\/\/forklog.com\/wp-content\/uploads\/img-19c5100cf2351536-10647936977473995-768x486.png 768w, https:\/\/forklog.com\/wp-content\/uploads\/img-19c5100cf2351536-10647936977473995-1536x972.png 1536w, https:\/\/forklog.com\/wp-content\/uploads\/img-19c5100cf2351536-10647936977473995.png 1994w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Source: X\/ARK Invest.<\/figcaption><\/figure>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>\u201cThis means that substantial liquidity is still poised to return,\u201d the experts noted.\u00a0<\/em><\/p>\n<\/blockquote>\n<p>Improving conditions have coincided with hints of further interest-rate cuts. Investors put the probability at 84.9%.\u00a0<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"533\" src=\"https:\/\/forklog.com\/wp-content\/uploads\/img-c2781b4d161d7097-10647957529677021-1024x533.png\" alt=\"image\" class=\"wp-image-270655\" srcset=\"https:\/\/forklog.com\/wp-content\/uploads\/img-c2781b4d161d7097-10647957529677021-1024x533.png 1024w, https:\/\/forklog.com\/wp-content\/uploads\/img-c2781b4d161d7097-10647957529677021-300x156.png 300w, https:\/\/forklog.com\/wp-content\/uploads\/img-c2781b4d161d7097-10647957529677021-768x400.png 768w, https:\/\/forklog.com\/wp-content\/uploads\/img-c2781b4d161d7097-10647957529677021-1536x800.png 1536w, https:\/\/forklog.com\/wp-content\/uploads\/img-c2781b4d161d7097-10647957529677021.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Source: <a href=\"https:\/\/www.cmegroup.com\/markets\/interest-rates\/cme-fedwatch-tool.html\">CME FedWatch<\/a>.\u00a0<\/figcaption><\/figure>\n<p>US macro data strengthen the case for monetary easing, the analysts concluded.\u00a0<\/p>\n<p>ARK Invest chief <a href=\"https:\/\/forklog.com\/en\/news\/who-is-cathie-wood-and-how-does-she-promote-bitcoin\">Cathie Wood<\/a> also underlined that growth-limiting \u201cliquidity pressure\u201d should \u201creverse in the next few weeks\u201d. She said she maintains a bullish price outlook despite the correction and the growing popularity of \u201cstablecoins\u201d.<\/p>\n<blockquote class=\"twitter-tweet\">\n<p lang=\"en\" dir=\"ltr\">In this recent webinar, I discuss why the liquidity squeeze that has hit <a href=\"https:\/\/twitter.com\/hashtag\/AI?src=hash&#038;ref_src=twsrc%5Etfw\">#AI<\/a> and <a href=\"https:\/\/twitter.com\/hashtag\/crypto?src=hash&#038;ref_src=twsrc%5Etfw\">#crypto<\/a> will reverse in the next few weeks, something the markets seemed to buy, and why AI is not in a bubble. The 123% increase noted below was in Palantir\u2019s US commercial business last qtr.<\/p>\n<p>Watch\u2026 <a href=\"https:\/\/t.co\/GdBZtEQcxM\">https:\/\/t.co\/GdBZtEQcxM<\/a><\/p>\n<p>\u2014 Cathie Wood (@CathieDWood) <a href=\"https:\/\/twitter.com\/CathieDWood\/status\/1993814526337155582?ref_src=twsrc%5Etfw\">November 26, 2025<\/a><\/p><\/blockquote>\n<p> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>In the most optimistic scenario, Wood <a href=\"https:\/\/forklog.com\/en\/news\/cathie-wood-reaffirms-bitcoin-price-forecast-above-1-million\">expects<\/a> bitcoin at $1 million by 2030. The base case <a href=\"https:\/\/forklog.com\/en\/news\/cathie-wood-predicts-bitcoin-to-reach-650000\">is<\/a> $650,000.\u00a0<\/p>\n<h2 class=\"wp-block-heading\">\u201cImproved risk appetite\u201d\u00a0<\/h2>\n<p>On 27 November bitcoin <a href=\"https:\/\/forklog.com\/en\/news\/bitcoin-back-above-91000\">climbed<\/a> above $91,000 after a slide to the lowest since April, <a href=\"https:\/\/forklog.com\/en\/news\/fear-and-panic-bitcoin-falls-below-85000-for-the-first-time-since-april\">around $80,000<\/a>.\u00a0<\/p>\n<p>Analysts at QCP Capital <a href=\"https:\/\/www.qcpgroup.com\/insights\/asia-colour-176\/\">\u0441\u0432\u044f\u0437\u0430\u043b\u0438<\/a> the rebound with better risk appetite, pointing to a rising stock market and the higher likelihood of Fed easing. Risks remain, however: most Federal Reserve members still hold a neutral stance or oppose cutting the policy rate.\u00a0<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>\u201cWith no other major events, the market\u2019s attention is fixed on jobless claims and the <span data-descr=\"US private-sector employment report\" class=\"old_tooltip\">ADP<\/span> report due later this week,\u201d they added.\u00a0<\/em><\/p>\n<\/blockquote>\n<p>Bearish sentiment and selling could also be reignited by a potential removal of Strategy from the S&amp;P 500 index and continued outflows from spot exchange-traded funds.\u00a0<\/p>\n<p>Despite two days of $129 million in inflows, the overall trend remains negative. Since the start of November, <a href=\"https:\/\/forklog.com\/en\/news\/what-is-a-cryptocurrency-etf\">ETFs<\/a> have lost $3.5 billion \u2014\u00a0the second-worst result since the products launched.\u00a0<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"529\" src=\"https:\/\/forklog.com\/wp-content\/uploads\/img-6b24364bbaf977c0-10648003949428237-1024x529.png\" alt=\"image\" class=\"wp-image-270656\" srcset=\"https:\/\/forklog.com\/wp-content\/uploads\/img-6b24364bbaf977c0-10648003949428237-1024x529.png 1024w, https:\/\/forklog.com\/wp-content\/uploads\/img-6b24364bbaf977c0-10648003949428237-300x155.png 300w, https:\/\/forklog.com\/wp-content\/uploads\/img-6b24364bbaf977c0-10648003949428237-768x397.png 768w, https:\/\/forklog.com\/wp-content\/uploads\/img-6b24364bbaf977c0-10648003949428237-1536x794.png 1536w, https:\/\/forklog.com\/wp-content\/uploads\/img-6b24364bbaf977c0-10648003949428237.png 1834w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Flows in spot bitcoin ETFs. Source: <a href=\"https:\/\/sosovalue.com\/assets\/etf\/us-btc-spot\">SoSoValue<\/a>.\u00a0<\/figcaption><\/figure>\n<p>The options market also shows caution. Large investors <a href=\"https:\/\/forklog.com\/en\/news\/expert-identifies-three-signals-for-bitcoins-price-bottom\">hold<\/a> the view that bitcoin will move sideways and is unlikely to rise above $120,000 by year-end.\u00a0<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>\u201cA rally to $95,000 will likely face ETF-related selling, reinforcing the sideways trend. On the other hand, the $80,000\u201382,000 area remains key support after the recent \u2018flush\u2019. Cryptocurrencies continue to trade as a reflection of overall market risk appetite, remaining firmly under the control of macro catalysts,\u201d the analysts concluded.\u00a0<\/em><\/p>\n<\/blockquote>\n<p>At the time of writing, digital gold is trading around ~$90,700.\u00a0<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"602\" src=\"https:\/\/forklog.com\/wp-content\/uploads\/img-76eda68f1ebe22ef-10648020251674564-1024x602.png\" alt=\"image\" class=\"wp-image-270657\" srcset=\"https:\/\/forklog.com\/wp-content\/uploads\/img-76eda68f1ebe22ef-10648020251674564-1024x602.png 1024w, https:\/\/forklog.com\/wp-content\/uploads\/img-76eda68f1ebe22ef-10648020251674564-300x176.png 300w, https:\/\/forklog.com\/wp-content\/uploads\/img-76eda68f1ebe22ef-10648020251674564-768x452.png 768w, https:\/\/forklog.com\/wp-content\/uploads\/img-76eda68f1ebe22ef-10648020251674564-1536x903.png 1536w, https:\/\/forklog.com\/wp-content\/uploads\/img-76eda68f1ebe22ef-10648020251674564.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Hourly chart of BTC\/USDT on Binance. Source: <a href=\"https:\/\/ru.tradingview.com\/chart\/atJ4mYHE\/?symbol=BINANCE%3ABTCUSDT\">TradingView<\/a>.\u00a0<\/figcaption><\/figure>\n<p>Earlier, K33 analysts <a href=\"https:\/\/forklog.com\/en\/news\/k33-identifies-current-bitcoin-price-as-ideal-for-long-term-investment\">called<\/a> the current price of bitcoin suitable for long-term buying.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Liquidity returning to markets and further Fed easing could help bitcoin recover in December.<\/p>\n","protected":false},"author":1,"featured_media":91509,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"1","news_style_id":"1","cryptorium_level":"","_short_excerpt_text":"ARK Invest sees liquidity and Fed easing as tailwinds for bitcoin in December.","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[1218,18,480,1138,1326],"class_list":["post-91508","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-ark-invest","tag-bitcoin","tag-bitcoin-price","tag-opinions","tag-qcp-capital"],"aioseo_notices":[],"amp_enabled":true,"views":"208","promo_type":"1","layout_type":"1","short_excerpt":"ARK Invest sees liquidity and Fed easing as tailwinds for bitcoin in December.","is_update":"","_links":{"self":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/91508","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/comments?post=91508"}],"version-history":[{"count":1,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/91508\/revisions"}],"predecessor-version":[{"id":91510,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/91508\/revisions\/91510"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media\/91509"}],"wp:attachment":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media?parent=91508"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/categories?post=91508"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/tags?post=91508"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}