ARK Invest

2026-08-01 08:40

ARK Invest Increases Circle Stock Holdings by Approximately $6.83 Million and Purchases 3iQ Solana Staking ETF

ARK Invest's latest trading data shows that it increased its holdings of Circle stock by approximately $6.83 million and purchased 3iQ Solana Staking ETF valued at approximately $98,000.

3iQ Ark Ark Circle Solana

2026-07-31 10:56

Ark Invest increased its Meta stock holdings by $14.29 million yesterday, and reduced small positions in Bitmine and Bullish stock

According to the official ARK Invest website, multiple ETFs under ARK completed the following major rebalancing operations on July 30, 2026: On the buy side, META Platforms emerged as the biggest highlight of this rebalancing, simultaneously increased by four funds: ARKK, ARKW, ARKF, and ARKX, with a combined purchase of approximately 26,509 shares; L3Harris Technologies (LHX) was collectively purchased by ARKQ and ARKX for 37,635 shares, representing a significant proportion; additionally, X-Energy (XE) was slightly increased by three funds: ARKK, ARKQ, and ARKX. On the sell side, Strata Critical Medical (SRTA) was collectively reduced by ARKQ and ARKX by approximately 348,000 shares, making it the target with the largest reduction scale this time; Datadog (DDOG) was reduced by ARKW by 15,320 shares, accounting for 0.2552% of the ETF; Roku was reduced by ARKF by 9,925 shares; BitMine Immersion Technologies (BMNR) was reduced by ARKK by 33,560 shares; defense and industrial stocks such as Teledyne Technologies (TDY) and Elbit Systems (ESLT) were simultaneously reduced by multiple funds.

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2026-07-30 11:26

ARK Invest Analyst: Crypto Industry Enters Largest Consolidation Phase in History

According to Cointelegraph, ARK Invest researcher Lorenzo Valente noted in a post on July 30 that the cryptocurrency industry is entering the largest consolidation phase in history. As investors become increasingly strict in screening projects, revenue is accelerating towards concentration among a few top protocols—Hyperliquid and Pump.fun collectively account for approximately 67% of the industry's application revenue, and with Ethena included, the combined share of the top three approaches 80%. Valente expects this trend to accelerate in the coming months, triggering more M&A, bankruptcies, and project closures. Meanwhile, BitMEX and BitMart recently announced the shutdown of trading services in succession, further confirming the consolidation trend. Valente believes that this round of consolidation is "extremely beneficial" for the long-term development of the crypto industry.

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2026-07-28 17:48

Data: Nvidia's revenue per employee reaches $6 million, the highest among listed chipmakers

Odaily Ark Invest Tracker posted on X platform, stating that among the major semiconductor companies surveyed, Nvidia generates $6 million in revenue per employee, which is more than three times that of its closest competitor, Broadcom, and the highest among the listed chip manufacturers. In comparison, the combined number of employees at SK hynix, Micron, and Samsung is nearly 10 times that of Nvidia.ARK Invest founder Cathie Wood commented, "AI is the most profound productivity release since the internet."

Ark Ark

2026-07-28 12:55

Cathie Wood: Although SpaceX has fallen below its IPO price, the bull market is not over yet

Cathie Wood, founder of ARK Invest, posted on X platform that the successful splashdown of SpaceX's Starship last Friday may be a turning point for SpaceX. However, the company's stock price fell further below its IPO price at the opening on Monday. Cathie Wood believes that the stock market is climbing a "wall of worry," but the bull market will not end here. She emphasized that the end of a bull market often comes only when everyone believes that the future holds unlimited possibilities.

Ark Ark Starship

2026-07-24 20:33

BlackRock, Coinbase, and Others Establish a $15 Million Bitcoin Quantum Defense Fund

Odaily Odaily News: BlackRock, Coinbase, Strategy, Anchorage Digital, ARK Invest, Block, Blockstream, Fidelity Digital Assets, and Galaxy have formed the Bitcoin Security Consortium, committing a combined $15 million over three years to fund Bitcoin security research and open-source development focused on quantum computing defense. The consortium does not hold or distribute funds; each member directly selects the developers and researchers they will fund. The consortium stated it will not direct Bitcoin development or take positions on protocol changes. Mike Schmidt from the developer funding non-profit Brink will coordinate related efforts as a volunteer. Currently, there is no quantum computer capable of breaking Bitcoin's cryptography. Approximately 6.9 million BTC, worth $450 billion, are held in addresses that could be affected if such a quantum computer emerges. Remediation would require coordination among wallets, exchanges, miners, users, and other parties. Related work includes proposals such as BIP 360, which designs a new output type to limit public key exposure and accommodate post-quantum signature schemes. Robert Mitchnick, Head of Digital Assets at BlackRock, stated that Core developers are doing important work and that this organization will provide more funding for Bitcoin's long-term security.

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2026-07-24 08:39

Hyperliquid’s Weekly RWA Trading Volume Surpasses Crypto Volume, HIP-3 RWA Volume Hits $26 Billion

, ARK Invest Research Head Lorenzo Valente posted on X platform, stating that DeFi is entering a new era, with Hyperliquid for the first time exceeding crypto trading volume in RWA (Real World Assets) within a single week, where RWA accounts for 54% of total trading volume. Since June, individual stock trading volume on HIP-3 has surpassed indices and commodities, with stocks currently accounting for 61% of total RWA volume. Last week, the total DEX perpetual contract trading volume was $79 billion, with Hyperliquid contributing $50 billion, of which $26 billion came from HIP-3 RWA trading. Hyperliquid’s RWA market size has now surpassed the combined crypto perpetual contract trading volume of all other DEXs combined.

ALLO Ark Ark Gameta Hyperliquid June

2026-07-24 08:27

Hyperliquid Weekly RWA Trading Volume Surpasses Crypto Assets for First Time, Accounting for 54% of Total Perpetual Contract Volume

According to a post by ARK Invest Crypto Research Director Lorenzo Valente (@LorenzoARK), last week Hyperliquid platform RWA trading volume exceeded crypto assets for the first time, accounting for 54% of the platform's total trading volume. Data shows that last week the total DEX perpetual contract trading volume across the network was $79 billion, of which Hyperliquid accounted for $50 billion, while HIP-3 RWA trading volume alone reached $26 billion, exceeding the sum of crypto perpetual contract trading volumes of all other DEXs combined. Structurally, since June, individual stock trading volume has surpassed indices and commodities, currently accounting for 61% of total RWA trading volume. Based on this, Lorenzo judges that RWA trading and crypto asset trading may emerge as respective category leaders on different platforms in the future, and the importance of holding BTC/ETH/SOL trading traffic may be overestimated by the market.

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2026-07-23 20:16

Bitcoin Security Alliance Officially Established, Nine Major Institutions Pledge $15 Million Over Three Years

According to the official press release, Anchorage Digital, ARK Invest, BlackRock, Block, Blockstream, Coinbase, Fidelity Digital Assets, Galaxy, and Strategy, nine leading financial institutions and Bitcoin companies, jointly announced the establishment of the Bitcoin Security Consortium on July 23, 2026. The members independently committed to contributing a total of $15 million over the next three years to support long-term security research for the Bitcoin network, with a focus on development work in the field of post-quantum cryptography. The consortium's daily affairs are coordinated on a voluntary basis by Brink Executive Director Mike Schmidt; it will not intervene in protocol development or specific change decisions and will regularly release Bitcoin security status reports to investors and the public.

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2026-07-17 22:12

Bitcoin's supply in loss exceeds supply in profit for the first time since the 2022 bear market bottom

According to ARK Invest data, the proportion of Bitcoin supply in profit fell from approximately 57% to about 46% in the second quarter, while the proportion of supply in loss rose from roughly 43% to about 54%. This marks the first time since the 2022 bear market bottom that the amount of Bitcoin in a loss position has exceeded that in profit. ARK notes that historically, such crossovers have tended to occur near cycle lows, and an increase in the percentage of coins in loss could indicate that selling pressure is being exhausted. (Bitcoin News )

Ark Ark Bitcoin

2026-07-17 21:01

ARK Invest: BTC Price Decline Diverges from Whale Accumulation, Market Cycle Bottom Signals Emerge

ARK Invest's "The Bitcoin Quarterly" report for Q2 2026 indicates Bitcoin fell approximately 14% in the second quarter, closing around $58,544, and broke below three major technical moving averages. Historically, this technical pattern is often associated with bearish market conditions. The report shows that despite price pressure, Bitcoin Long-term Holders continued to accumulate, pushing their holdings to a new all-time high of approximately 14.85 million BTC, absorbing coins released during the market correction.ARK Invest stated that on-chain data is signaling signs of seller exhaustion: the supply of BTC in loss exceeds the supply in profit, and the rate of realized losses once surpassed the rate of realized profits. Historically, similar phenomena have often clustered near the bottom of market cycles.The report also pointed out that institutional demand in the Bitcoin market is facing pressure. Both corporate Bitcoin reserves (Treasury Companies) and the ETF ecosystem have shown signs of weakness:The STRC preferred stock price once fell to approximately $74.57, below its $100 par value;U.S. spot Bitcoin ETFs experienced net outflows for 7 consecutive weeks, with cumulative outflows totaling approximately 70,000 BTC.ARK Invest believes that ETF outflows indicate a weakening of important marginal buying pressure for Bitcoin, but continued accumulation by long-term holders suggests a redistribution of coins is occurring within the market.The firm stated that a clear divergence is currently forming between BTC's price performance and the behavior of long-term holders. Historical data shows that such divergences can often serve as important observation signals for market cycle turning points.

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2026-07-16 21:09

AI dining platform Wonder completes $650 million financing, with ARK Invest and others participating

: AI dining platform Wonder announced the completion of a $650 million financing round, with participation from Accel, Google Ventures (GV), and NEA. New investors include ARK Invest, AllianceBernstein, and Kayne Anderson, with Goldman Sachs, Jefferies, and JPMorgan serving as placement agents. The company is developing an AI platform called "MEL," which automatically plans and orders meals tailored to individual needs by analyzing users' biometric indicators and physical conditions. It is reported that Wonder's post-money valuation has reached $9 billion, and the company plans to launch its initial public offering (IPO) early next year. (Fortune)

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2026-07-16 19:57

ARK Invest Refutes a16z Viewpoint: Institutions Will Adopt More Public Blockchain Infrastructure

ARK Invest challenges a16z's view that traditional finance will prioritize permissioned blockchains over decentralized finance, arguing that institutions will increasingly adopt public blockchain infrastructure in the future rather than being confined to closed permissioned networks.

Ark Ark Public

2026-07-16 19:54

ARK Invest Refutes a16z’s View: Traditional Finance May Rely on DeFi Infrastructure, Not Permissioned Blockchains

ARK Invest’s Head of Research, Lorenzo Valente, recently publicly refuted a16z Crypto’s assertion that “traditional finance needs blockchain, not DeFi,” arguing that financial institutions are more likely to be built on open DeFi infrastructure in the future. Public blockchains have already demonstrated their advantages over private blockchain solutions. The growth of tokenized assets on open networks like Ethereum highlights the stronger network effects and scalability potential of public blockchains.Lorenzo Valente pointed out that the builders of the next generation of financial infrastructure may not be traditional financial institutions, but rather crypto-native enterprises, such as Circle and Coinbase.Earlier, a16z Crypto presented a differing view, suggesting that traditional financial institutions are not truly embracing DeFi, but are selectively adopting blockchain technologies that meet their existing compliance, governance, and operational requirements. Banks and asset management firms will build “programmable financial infrastructure” in the future, leveraging core capabilities of blockchain like tokenization and atomic settlement, but while maintaining permissioned management and institutional control.Sentora co-founder Jesus Rodriguez also raised objections to a16z’s stance. He argued that financial institutions might eventually adopt the underlying DeFi infrastructure and layer compliance, custody, and enterprise-grade control mechanisms on top of it.With the rapid development of RWA tokenization, on-chain settlement, and institutional-grade financial applications, the debate over the future dominance of “open DeFi architecture” versus “permissioned blockchain systems” is intensifying. (Cointelegraph)

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2026-07-09 19:38

Cathie Wood: OUSD Unlikely to Replace USDT and USDC

Cathie Wood posted on X, stating that in ARK Invest's view, stablecoins are monetary networks. Relying on trust, collateral utility, and integration, their network effects compound over time. The network effects of USDT and USDC have always been strong. LorenzoARK explained why OUSD is unlikely to replace them.

Ark Ark Circle Tether

2026-07-04 16:08

CryptoQuant Analyst: BTC Enters Late Bear Market Phase, ETF Inflows Easing Market Pressure

CryptoQuant analyst Axel Adler posted on platform X, stating that Bitcoin has begun to enter the later stage of the bear market cycle, with the ETF sector releasing its first signal of easing pressure. In the latest trading session, U.S. spot Bitcoin ETFs recorded net inflows of $223 million, with the majority of funds flowing into Fidelity's FBTC ($166 million) and ARK Invest's ARKB ($91.8 million).

Ark Ark Bitcoin CryptoQuant Market

2026-07-01 16:53

ARK Invest Executive Questions Stablecoin Consortium Project OpenUSD: Potential Repeat of "Diem-Style Collaborative Failure"

: Lorenzo Valente, ARK Invest's Director of Digital Asset Research, has questioned the stablecoin consortium project OpenUSD, expressing high skepticism about whether such consortium-style stablecoin initiatives can achieve scale. He believes that similar alliances have emerged multiple times before, including Diem and Global Dollar, but ultimately failed to form dominant network effects. Currently, the stablecoin market remains dominated by Tether and Circle, whose core advantages lie in strong network effects and instant liquidity. OpenUSD, however, may face a "cold start" problem, as its joint governance structure will severely slow down decision-making efficiency, making it prone to coordination failures under decentralized governance—resembling the governance dilemmas of DAO experiments: high collaboration costs, slow execution, and difficulty deploying capital efficiently.Furthermore, OpenUSD's economic model appears unsustainable for long-term operations. If it relies on a low-fee split mechanism, it will be unable to cover the costs of infrastructure, incentives, and market expansion.Lorenzo Valente concluded that OpenUSD resembles more of a "collection of letters of intent" than a unified product system with strong execution capabilities. He argued that in the long run, the more likely winners are single operators capable of rapid iteration and independent decision-making, rather than joint governance structures requiring multi-party consensus.

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2026-06-30 21:37

Cathie Wood: AI New Technologies Kick Off Productivity Cycle; Inflation Rebound Narrative Weakened by Macro Data

Odaily, ARK Invest CEO Cathie Wood released her latest market views on X, stating that a series of current macroeconomic data continues to dispel market concerns about a renewed rise in inflation. The US economy is entering a new upward cycle driven by technological productivity and will not repeat the stagflationary scenario of the 1970s. On the data front, US productivity growth is at 3%, unit labor costs at 0.5%, and Truflation's core CPI is near 1.3%. Multiple indicators confirm that inflationary pressures remain low. Even with strong employment data, short-term market pullbacks only reflect investor sensitivity to interest rates and macro risks. The current market is in a classic "climbing the wall of worry" phase, similar to the 1980s and 1990s, where innovation dividends support long-term asset appreciation.Cathie Wood points out that core technologies such as AI, robotics, autonomous driving, and multi-omics are still in their early stages of development. The productivity-enhancing effects have yet to be fully reflected in economic statistics. This is the early phase of a tech-driven expansion cycle, and technological innovation will dominate medium- to long-term economic growth.

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2026-06-28 14:38

Cathie Wood's ARK Invest Buys $25.54 Million Worth of Stocks in Coinbase, SpaceX, and Circle

ARK Invest's latest daily trading disclosure shows that Cathie Wood's ARK Invest spent $25.54 million on June 26 to purchase stocks in Coinbase, SpaceX, Circle, Bullish, and Robinhood, including $10.19 million in Coinbase stock, $7.01 million in SpaceX stock, and $5.79 million in Circle stock.

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2026-06-27 18:22

Cathie Wood: AI Cannot Replace Bitcoin’s Wealth Preservation Function

Cathie Wood, founder of ARK Invest, stated that although AI is driving a new wave of technological revolution and attracting significant capital attention, it cannot serve as a wealth preservation tool. She believes that capital outflows from globally unstable regions will continue to drive demand for Bitcoin and other digital assets.

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