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Equities and cryptocurrency markets may be setting up for a year-end reversal as liquidity improves and US monetary policy turns more supportive following the end of the record government shutdown.
Improving market conditions will be driven by the increasing liquidity, which has already returned $70 billion into markets since the end of the <a href="https://cointelegraph.com/news/hopes-us-govt-shutdown-end-institutional-buying-etf-hopes" rel="noopener noreferrer nofollow">US government shutdown</a>, with another $300 billion expected to return over the next five to six weeks as the Treasury General Account normalizes, according to investment management company ARK Invest.
Another potential catalyst will arrive on Dec. 1, when the US Federal Reserve is scheduled to end its quantitative tightening program and pivot toward <a href="https://cointelegraph.com/explained/what-is-quantitative-easing-and-how-does-it-work" rel="noopener noreferrer nofollow" target="_self">quantitative easing</a>, a shift that involves bond-buying to lower borrowing costs and stimulate economic activity.
“With liquidity returning, quantitative tightening (QT) ending December 1st, and monetary policy turning supportive, we believe conditions are building for markets to potentially reverse recent drawdowns,” wrote Ark in a Wednesday X <a href="https://x.com/ARKInvest/status/1993797871259255230" rel="noopener noreferrer nofollow" target="_blank">post</a>.
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 <img src="https://s3.cointelegraph.com/uploads/2025-11/019ac47a-48c7-78cb-8458-57163de46879" title="" alt="Cathie Wood says ARK’s $1.5M Bitcoin bull price hasn’t changed as markets eye rally">
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 Source: ARK <a href="https://x.com/ARKInvest/status/1993797871259255230" rel="noopener noreferrer nofollow" target="https://x.com/ARKInvest/status/1993797871259255230">Invest</a>
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Related: <a href="https://cointelegraph.com/news/bitcoin-supply-migration-fed-rate-decision" rel="noopener noreferrer nofollow">Over 8% of Bitcoin changed hands in week, markets on ‘knife’s edge,’ Analysts say</a>
<h2 id="crypto-and-ai-liquidity-squeeze-may-ease">Crypto and AI liquidity squeeze may ease</h2>
The current “liquidity squeeze” limiting the upside of the cryptocurrency and artificial intelligence markets is set to “reverse in the next few weeks,” wrote Cathie Wood, the CEO and chief investment officer of ARK Invest, in a Thursday X <a href="https://x.com/CathieDWood/status/1993814526337155582" rel="noopener noreferrer nofollow" target="_blank">post</a>.
Earlier in April, ARK Invest <a href="https://www.ark-invest.com/articles/valuation-models/arks-bitcoin-price-target-2030" rel="noopener noreferrer nofollow" target="_blank">predicted</a> a 2030 Bitcoin (<a href="https://cointelegraph.com/bitcoin-price" rel="noopener noreferrer nofollow">BTC</a>) price target of $1.5 million in the company’s “bull case,” and a $300,000 price target in the “bear case.”
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 <img src="https://s3.cointelegraph.com/uploads/2025-11/019ac47a-4b9b-7df7-87b9-946783b13480" title="" alt="Cathie Wood says ARK’s $1.5M Bitcoin bull price hasn’t changed as markets eye rally">
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 Bitcoin price target for 2030. Source: Ark-invest.com
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Related: <a href="https://cointelegraph.com/news/strategy-btc-rating-debt-safe-bitcoin-slumps" rel="noopener noreferrer nofollow">Strategy unveils new credit gauge to calm debt fears after Bitcoin crash</a>
Despite the recent crypto market correction and stablecoins subtracting from Bitcoin’s role as a safe-haven asset, the bullish price target remains unchanged.
“The stablecoins have accelerated, taking some of the role away from Bitcoin that we expected,” but the “gold price appreciation has been far greater than we expected,” explained Wood during a <a href="https://www.ark-funds.com/webinars/november-2025-fund-webinar" rel="noopener noreferrer nofollow" target="_blank">webinar</a> on Monday, adding:
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 “So net, our bull price, which most people focus on, really hasn’t changed.”
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 <img alt="Cathie Wood says ARK’s $1.5M Bitcoin bull price hasn’t changed as markets eye rally" src="https://s3.cointelegraph.com/uploads/2025-11/019ac47b-c1fa-7f47-ab81-4f975ab9eb0c" title="">
 <figcaption style="text-align: center;">
 Webinar by Cathie Wood, the CEO and chief investment officer of ARK Invest. Source: <a rel="noopener noreferrer nofollow" target="http://ark-funds.com">Ark-funds.com</a>
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Other popular crypto analysts have also predicted a significant crypto market rally with improving financial conditions in the US. Notably, BitMEX co-founder Arthur Hayes predicted a <a href="https://cointelegraph.com/news/bitcoin-price-250k-fed-qe-arthur-hayes" rel="noopener noreferrer nofollow">Bitcoin rally to $250,000</a> if the Federal Reserve announced a pivot to QE.
Still, cryptocurrency markets will continue lacking conviction until Bitcoin can reclaim the $92,000 level, which may “open the door to a broader recovery if macro conditions align,” Iliya Kalchev, dispatch analyst at digital asset platform Nexo, told Cointelegraph.<iframe width="100%" height="315" src="https://www.youtube.com/embed/c9VK6995La4?start=" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen loading="lazy" sandbox="allow-scripts allow-same-origin allow-popups allow-forms"></iframe>
Magazine: <a href="https://cointelegraph.com/magazine/bitcoin-big-move-ether-price-surge-dogecoin-xrp-solana-trade-secrets/" rel="noopener noreferrer nofollow">Bitcoin to see ‘one more big thrust’ to $150K, ETH pressure builds</a>

Cathie Wood says ARK’s $1.5M Bitcoin bull price hasn’t changed as markets eye rally

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