SpaceX defies gravity… and the markets. While its stock collapses by 48%, Cathie Wood, the queen of bold bets, says that Elon Musk’s firm could become the most important in history. Visionary or madness? Let’s dive into the analysis of a bet that divides Wall Street.
In brief
- Cathie Wood is banking on SpaceX as the future most valuable company in history, despite a 48% stock market crash.
- Starlink and orbital data centers could revolutionize communications and AI, according to his long-term vision.
- Bitcoin and SpaceX: two bold bets for a world in crisis, between technological innovation and a hedge against economic instability.
SpaceX could become the most important company in history, says Cathie Wood
Cathie Wood, CEO of Ark Invest, defies skepticism by maintaining her conviction. SpaceX, despite falling 48% from its peak, embodies the future of technology, communications and even AI. For her, the key lies in Starlink, a global satellite network that is revolutionizing access to the internet, with 70% of satellites in orbit already under its control. But that’s not all. Indeed, orbital data centers could reduce cloud costs and boost AI, an exploding market.
However, the numbers hurt. $116.95 per SpaceX share, far from the $225.64 peak. Worse, a release of $106 billion in actions is approaching (August 6, 2026), risking worsening the pressure. So, visionary genius or dangerous stubbornness? Cathie Wood is banking on the long termbut investors are looking at the short term… with concern.
Bitcoin and SpaceX: two bold bets by Cathie Wood for a world in crisis
If SpaceX embodies technological innovation, Cathie Wood also sees Bitcoin as a bulwark against global instability. For her, the crypto queen is insurance against inflation and geopolitical crises, an argument she has been repeating for years. In 2026, with economic tensions and massive stock releases, bitcoin could benefit from an influx of capital fleeing the volatility of traditional markets.
SpaceX and bitcoin are therefore two bets on decentralization. One in space, the other in finance. Cathie Wood is banking on disruptive assets capable of withstanding systemic shocks. But here again, the criticisms are strong. BTC remains speculative, and SpaceX, overvalued. Still, if Wood is right on either, the returns could be historic. In the meantime, investors must choose… believe in the vision or the numbers?
Cathie Wood is betting big. SpaceX and bitcoin as pillars of a radical future. But between the stock market crash and skepticism, will his optimism stand up to reality? And you, would you be ready to follow his bets… or to defy them?
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