ARK Invest

2026-06-15 19:07

AI server intermediary platform Hydra Host raises $100 million, led by Kindred Ventures

Hydra Host, a data center software startup and AI server intermediary platform, has completed a $100 million funding round at a post-money valuation of nearly $800 million. The round was led by Kindred Ventures. Other investors include Nvidia, ARK Invest, Magnetar Capital (an early investor in CoreWeave), and existing shareholders Founders Fund and Flume Ventures.Founded in 2021, Hydra Host initially served cryptocurrency miners but has since pivoted to providing automation software for data center operators. This software enables them to rent out idle Nvidia AI server computing power and operate a GPU matching marketplace connecting GPU holders with renters. The company has now deployed its technology across 50 data centers globally, expanding from 30 in February of this year. (The Information)

Ark Ark CoreWeave GPU.Net Hydra Node AI

2026-06-14 08:33

Anthropic pays SpaceXAI $1.25 billion per month to lease the Colossus supercomputer cluster.

ARK Invest stated that Anthropic is leasing the Colossus supercomputer cluster—owned by SpaceX AI—at a monthly rate of $1.25 billion. Annually, this amounts to $15 billion, underscoring how AI infrastructure investment has reached an unprecedented scale.

Ark Ark Colossus

2026-06-04 23:26

ARK Invest: Opportunities Lie in the Crypto Market's "Graveyard," High-Quality Assets Being Overlooked

Odaily, ARK Invest Director of Digital Asset Research Lorenzo Valente posted on X, stating that the crypto space now has a "graveyard" that no one wants to walk into, but it is filled with overlooked, high-quality protocols. Their token prices have fallen 70%, 80%, or even 90% from all-time highs, yet they still generate fees, continue to grow, and maintain leadership in their respective fields — they just lack attention. He gave examples:Aave: P/E ratio of only 9xSolana: P/E ratio of 12x, holding $6 billion in free cash flowEthereum: P/E ratio of 17x, yet treated as a "has-been asset"Uniswap: EBITDA of 8x, chain influence covering approximately 2 billion usersAvalanche (AVAX): Trading below the liquidation value of its own treasuryValente noted that many protocols were venture capital favorites in 2021 but are now market orphans. Compared to chasing the currently trendy Hype and Near, greater opportunities lie in finding value among assets that have fallen into "rubble territory." He emphasized: "You don't get rich by buying the assets everyone loves; you get rich by buying assets that are temporarily out of favor but have solid fundamentals."

Aave Ark Ark Avalanche Digital Asset Digital Asset Research

2026-06-04 22:31

ARK Invest: Starlink is the Key Business Supporting SpaceX's Nearly $2 Trillion Valuation

Odaily ARK Invest stated that SpaceX's upcoming IPO could become a historic capital markets event, with the company's overall valuation potentially approaching the $2 trillion level. Brett Winton, Head of Portfolio and Research at ARK, said on CNBC that SpaceX's IPO is priced at approximately $135 per share, corresponding to a valuation of around $1.77 trillion, and plans to list on Nasdaq on June 12.Winton pointed out that SpaceX's core value comes not only from its rocket launch business but more so from its rapidly expanding satellite internet network, Starlink. This network currently has a bandwidth capacity of approximately 500 Tbps, generating an annual revenue of around $13 billion. It is expected to significantly reduce launch costs with the Starship rocket, accelerating satellite deployment and network expansion. He believes that as AI applications proliferate rapidly, the demand for global communication and computing infrastructure will further increase, positioning SpaceX as a key infrastructure provider in this trend. ARK also estimates that the AI foundation model industry could create between $15 trillion and $20 trillion in enterprise value by 2030.Currently, ARK holds approximately 11.4% of SpaceX's private shares through its venture capital strategy and considers it one of its core long-term holdings. The fund has risen about 15% so far this year, with gains exceeding 70% over the past 12 months. (CNBC)

Ark Ark Brett June Key Starlink

2026-05-22 10:42

ARK Invest Purchased Approximately $5 Million Worth of Bullish Stocks Yesterday

According to The Block, Ark Invest—led by Cathie Wood—purchased a total of 139,117 shares of Bullish stock on Thursday through its ARKK, ARKW, and ARKF ETFs, valued at approximately $5 million. Combined with the $4.4 million in purchases made earlier this week on Monday and Tuesday, Ark Invest has been steadily increasing its position in Bullish. Despite Bullish’s stock price closing down 2.73% to $35.96 that day—and falling 8.9% over the past five trading days and 14.2% over the past month—Ark Invest continues to add to its stake. Bullish’s recently released Q1 financial results showed its net loss widened to $604.9 million, nearly doubling year-on-year, while adjusted revenue rose from $62.4 million to $92.8 million.

Ark Ark Block Bullish The Block

2026-05-22 00:01

AI hardware startup Hark completes $700 million Series A funding at a $6 billion valuation, led by Parkway Venture Capital

AI hardware startup Hark announced the completion of a $700 million funding round, reaching a post-investment valuation of $6 billion. This Series A round was led by Parkway Venture Capital, with participation from NVIDIA, AMD Ventures, ARK Invest, Brookfield, Greycroft, Intel Capital, Qualcomm Ventures, Salesforce Ventures, and others. The new funds will be used to expand GPU infrastructure and accelerate large model research and development. (Bloomberg)

Ark Ark GPU.Net Node AI NVIDIA

2026-05-21 23:59

AI startup Hark closes $700M Series A funding round at a $6B valuation, led by Parkway Venture Capital

AI startup Hark announced it has raised $700 million in funding, achieving a post-money valuation of $6 billion. This Series A round was led by Parkway Venture Capital, with participation from NVIDIA, AMD Ventures, ARK Invest, Brookfield, Greycroft, Intel Capital, Qualcomm Ventures, and Salesforce Ventures.

Ark Ark NVIDIA

2026-05-21 20:28

ARK Invest: Post-Quantum Cryptography Implementation and On-Chain Deployment Should Be Separated from the Handling of Quantum-Vulnerable Tokens

Odaily reports, ARK Invest stated that the choice of implementation for post-quantum cryptography and its on-chain deployment should be kept separate from the handling of tokens that remain quantum-vulnerable. (Bitcoin News)

Ark Ark Bitcoin Chain

2026-05-21 09:53

Kalshi closes $200 million Series F extension round, with Baillie Gifford and Layer Global participating

sources revealed prediction market platform Kalshi has raised an additional $200 million from Baillie Gifford and Layer Global, further expanding the $1 billion funding round previously led by Coatue Management, while maintaining a company valuation of $22 billion.Earlier this month, Kalshi announced the completion of a $1 billion Series F round, with participants including Sequoia Capital, a16z, IVP, Paradigm, Morgan Stanley, and ARK Invest.Data shows that Kalshi's monthly trading volume in April exceeded $14 billion, with annualized revenue surpassing $1.5 billion. (Bloomberg)

Ark Ark Kalshi Paradigm Paradigm

2026-05-20 15:10

ARK Invest Bought $4.4 Million Worth of Bullish Stocks This Week

According to The Block, Cathie Wood’s ARK Invest purchased a total of 122,020 shares of Bullish (BLSH) stock through its ARKK, ARKW, and ARKF ETFs on Monday and Tuesday this week, with a total value of approximately $4.4 million. Prior to this, Bullish’s stock price had fallen 15.4% over the past five trading days; it rebounded slightly by 1.88% on Tuesday to close at $36.23, but remained down 16.7% over the past month.

Ark Ark Block Bullish The Block

2026-05-19 10:02

Yesterday, Bitcoin spot ETFs saw a net outflow of $649 million.

According to data from Trader T (@thepfund), yesterday’s net outflow from Bitcoin spot ETFs totaled $649 million—the third-largest single-day outflow in 2026. Among them, BlackRock’s IBIT recorded the largest outflow at $448 million; ARKB (ARK Invest) saw an outflow of $110 million; Fidelity’s FBTC experienced an outflow of $63.42 million; Franklin’s EZBC recorded an outflow of $6.65 million; VanEck’s HODL saw an outflow of $7.59 million; Invesco’s BTCO had an outflow of $3.82 million; and Bitwise’s BITB posted an outflow of $9.16 million. Valkyrie’s, Grayscale’s, and Morgan Stanley’s products reported zero net inflows or outflows on the day.

Ark Ark Bitcoin Bitwise Franklin Grayscale

2026-05-18 17:54

Bernstein: CLARITY Act Yield Compromise to Strengthen Circle's Competitive Edge

Odaily. Bernstein stated in its latest research report that the newly reached compromise on stablecoin yields under the U.S. CLARITY Act is structurally beneficial for Circle and the USDC ecosystem.The report notes that the current version of the bill prohibits stablecoin issuers from paying interest to passive holders that is "economically equivalent" to bank deposits, but allows reward mechanisms tied to actual transaction, payment, and usage activities to continue. Bernstein believes this means Circle's current model, which relies on partners like Coinbase to provide USDC reward programs, will gain regulatory recognition, while also limiting the industry's ability to compete for market share through high yields.Bernstein points out that the bill effectively reinforces the positioning of stablecoins as "payment tools" rather than "deposit substitutes," helping to protect Circle's current business model that relies on reserve income. The firm maintains an "Outperform" rating for Circle with a $190 target price.Data shows that the total global supply of dollar-pegged stablecoins has surpassed $300 billion, with USDT and USDC collectively accounting for approximately 97% of the market share. Bernstein notes that USDC's share in on-chain payments and wallet transfers is steadily increasing, and its share of payments in the AI Agent payment protocol x402 has exceeded 99%.Additionally, Bernstein mentioned that Circle's ARC chain has cumulatively completed 244 million testnet transactions. The ARC token pre-sale previously raised $222 million, with investors including a16z crypto, Apollo Funds, ARK Invest, and BlackRock.However, the report also points out that the CLARITY Act still needs to complete multiple legislative procedures before it takes effect, including a 60-vote threshold in the full Senate and coordination with the House version. Polymarket currently estimates its probability of passage by 2026 at approximately 62%. (The Block)

AI Rig Complex Apollo ARC ARC Arcade Archly

2026-05-12 11:31

ARK Invest, led by Cathie Wood, increased its stake in Circle by 41,904 shares yesterday.

According to the Ark Invest Tracker, Cathie Wood’s Ark Invest increased its stake in Circle by 41,904 shares (approximately $5.52 million) yesterday.

Ark Ark Circle

2026-05-11 18:27

Circle Q1 Revenue Reaches $694 Million, USDC On-Chain Transaction Volume Up 263% Year-over-Year

Circle has released its financial results for the first quarter of fiscal year 2026. The data shows that as of the end of the first quarter, the circulating supply of USDC reached $77 billion, a year-over-year increase of 28%; on-chain transaction volume for USDC in the first quarter reached $21.5 trillion, up 263% year-over-year.The financial report indicates that Circle's total revenue and reserve income for the first quarter was $694 million, a 20% increase year-over-year; adjusted EBITDA was $151 million, up 24% year-over-year; net profit was $55 million, a 15% decrease year-over-year.Additionally, Circle disclosed that its ARC Token pre-sale raised $222 million, with a fully diluted valuation of $3 billion. Participants included institutions such as a16z crypto, BlackRock, and ARK Invest. The company also announced the launch of the "Agent Stack" infrastructure for AI agent scenarios, including products like Agent Wallets and Agent Marketplace, designed to support AI agent payments and commercial activities based on USDC.

AI Rig Complex ARC ARC Arcade Archly Arco Protocol

2026-05-09 09:33

Cathie Wood: The deflationary impact of AI is reshaping the macroeconomy; inflation over the next 6–9 months may fall below expectations

ARK Invest founder Cathie Wood stated that the current bond market is beginning to price in the deflationary impact of AI and technological innovation. She noted that as the costs of training and inference for AI models decline significantly, underlying productivity is accelerating, and “disinflationary” forces linked to innovation are building. Cathie Wood forecasts that inflation could unexpectedly fall over the next 6 to 9 months, and that markets currently underestimate both the speed and scale at which technological innovation is reshaping the macroeconomic environment—a trend expected to have profound implications for future interest rate movements.

Ark Ark

2026-05-07 23:42

Cathie Wood Clarifies: Binance Did Not Actively Trigger the “1011 Crypto Market Flash Crash”

Cathie Wood, CEO of ARK Invest, stated in her latest conversation with Changpeng Zhao (CZ) that Binance did not actively trigger the “October 11 crypto market flash crash” last year. She explained that the sharp market decline at the time caused partial system failures on Binance’s platform, and that tariff-related panic further amplified the market’s systemic fragility. Cathie Wood also noted that there had been a widespread misinterpretation of Binance’s role in the incident. In response, CZ expressed gratitude for the clarification, noting that prior statements had been widely cited by media outlets and had fueled the narrative that “Binance caused the crash.”

Ark Ark Binance Market

2026-05-05 20:36

Bitcoin rebounds 30% from its lows; ARK Invest forecasts Bitcoin’s market cap could reach $16 trillion by 2030

According to Forbes, ARK Invest, led by Cathie Wood, released a report forecasting that Bitcoin’s market capitalization will expand at a compound annual growth rate (CAGR) of approximately 63% over the next five years—rising from its current level of nearly $2 trillion to $16 trillion by 2030. The report states, “Bitcoin is maturing into the leader of a new institutional asset class.” ARK Invest analysts project that Bitcoin will drive the broader cryptocurrency market to reach $28 trillion by 2030 (up from roughly $2.8 trillion today). “Smart contract networks and pure digital currency markets may grow at an approximate annual rate of 61% to reach $28 trillion by 2030, with Bitcoin capturing 70% of the market share and the remainder dominated by smart contract platforms such as Ethereum and Solana.”

Ark Ark Bitcoin Ethereum Solana

2026-04-30 09:47

ARK Invest purchased approximately $39.43 million worth of Robinhood stock yesterday.

According to the Ark Invest Tracker, Cathie Wood’s Ark Invest increased its stake in Robinhood by 553,892 shares (approximately $39.43 million) yesterday.

Ark Ark Robinhood

2026-04-24 13:59

ARK Invest: Q1 Bitcoin “Strong Holders” Supply Surges 69%, Hits Highest Level Since 2020

According to Cointelegraph, ARK Invest’s latest report shows that in Q1 2026, despite Bitcoin’s price falling by 22%, the supply of Bitcoin held by “strong hands” surged from 2.13 million BTC to 3.6 million BTC—a 69% increase—the highest level since 2020.

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