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。
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