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ARK DeFAI is a dehumanized financial system governed by protocols, ordered by models, and participated by AI. It integrates parameter algorithms and adaptive mechanisms to automatically predict, regulate, and repair, eliminating emotional decision-making.
ARK Invest Releases Updated Tesla Valuation: Market Cap Could Reach $17.5 Trillion by 2031, with a Price Target of $4,400 per Share
ARK Invest has released an update to its open-source Tesla valuation model, projecting that Tesla will be worth approximately $4,400 per share by 2031. A Monte Carlo simulation based on 32 independent variables shows a bear case of around $3,300 per share and a bull case of around $5,000 per share, corresponding to annualized share price gains of 53% and 66%, respectively, with the base case implying an annualized return of approximately 62%.Under the base case, ARK Invest expects Tesla's total revenue to reach approximately $1.45 trillion by 2031, with EBITDA of about $902 billion and a market capitalization of approximately $17.5 trillion.To support the development of its AI and robotics businesses, the model also assumes that Tesla's cumulative AI infrastructure spending will increase from approximately $7 billion at the end of 2025 to approximately $225 billion by the end of 2031. Robotaxi is expected to become Tesla's primary source of value, contributing approximately 80% of enterprise value by 2031. The humanoid robot Optimus will also become an important growth engine, with Tesla's cumulative external sales of Optimus robots reaching approximately 1 million units by 2031, and revenue from robotics-as-a-service (RaaS) and related businesses amounting to approximately $212 billion.However, ARK Invest cautions that these valuations depend on multiple assumptions, including the pace of autonomous driving commercialization, the maturity of robotics technology, profit margins, and capital efficiency. Actual results may differ significantly from these projections. The model is for reference only and does not constitute investment advice.
AI chip startup Tenstorrent completes $1.5 billion Series E funding round, post-money valuation reaches $6.2 billion
According to an official announcement from Tenstorrent, the company has completed a $1.5 billion Series E financing round, with a post-money valuation of $6.2 billion. Led by Trace Capital and Innovation X, the round saw participation from both new and existing investors, including Agostinelli Group, ARK Invest, Cadence Ventures, Fidelity Management & Research Company, Morgan Stanley, Sandisk, Tether Investments, T. Rowe Price, Virtu Financial, and XTX Markets.
ARK Invest and Securitize to Tokenize Venture Fund With Exposure to OpenAI, Anthropic, and More
Odaily News: Asset management firm ARK Invest will partner with Securitize (SECZ) to tokenize the ARK Venture Fund (ARKVX) on Ethereum. The fund provides qualified investors with investment exposure to private and public companies such as OpenAI, Anthropic, Stripe, and Databricks.This collaboration continues the existing relationship between the two parties, as ARK Invest made a strategic investment in Securitize last year. (CoinDesk)
ARK Invest 与 Securitize 合作将风险基金代币化，涵盖 OpenAI、Anthropic 等头部 AI 公司持仓
据 CoinDesk 报道，Cathie Wood 旗下资产管理公司 ARK Invest 宣布与代币化平台 Securitize 合作，将旗下 ARK Venture Fund（ARKVX）进行代币化，基金持仓涵盖 OpenAI、Anthropic、Stripe 及 Databricks 等头部私人科技公司。代币化利息将首先在以太坊上发行，后续可能扩展至其他链。 Securitize 将负责链上发行及投资者体验，并计划提供每日净资产值及链上二级市场交易功能。值得注意的是，代币化并不将底层资产直接上链，投资者持有的是基金权益的链上凭证。ARK 此前已对 Securitize 进行战略投资，双方将持续合作推动更多合规投资产品上链。
ARK Invest Exec Suggests Hyperliquid Acquire Gemini to Position as Compliant HIP-3/4 Deployer in the U.S.
Odaily Planet Daily reported that Lorenzo Valente, Head of Digital Asset Research at investment firm ARK Invest, stated that Hyperliquid is in discussions with the CFTC and SEC to facilitate the offering of perpetual futures on its public chain by U.S.-regulated companies. He suggested that Hyperliquid acquire Gemini to position it as a U.S.-regulated HIP-3/4 deployer. He noted that Gemini's current market value is approximately $450 million, representing a decline of over 85% from its $3.3 billion valuation at the time of its 2025 IPO. Hyperliquid could obtain Gemini's entire U.S. regulatory infrastructure—including the NYDFS Trust Charter, DCM, DCO, FCM, MTLs, and Broker-dealer—for approximately $450 million.He further proposed that Hyperliquid could use approximately 7.9 million HYPE tokens from its community reserve, valued at around $550 million at $70 per token, to complete the acquisition at a premium of roughly 20% over Gemini's current market value. Following the transaction, Gemini would handle KYC, custody, fiat on/off ramps, brokerage, clearing, and compliance for the U.S. market, while Hyperliquid L1 would provide the underlying market infrastructure, liquidity, and on-chain settlement. He cited Polymarket's acquisition of QCEX as a similar precedent for re-entering the U.S. market, and stated that the core of this potential deal is not acquiring an exchange, but rather securing the regulatory bridge for HIP-3/4 to enter the U.S. market.
Humanoid robot company Current Robotics discloses initial funding progress, with Baidu, Hillhouse Capital, Zhiyuan, and others participating; cumulative funding reaches hundreds of millions of yuan.
According to STAR Market Daily, humanoid robotics company Current Robotics (Yuanliu) has publicly disclosed its financing progress for the first time, having completed seed, angel, and Pre-A funding rounds with a cumulative total of several hundred million RMB. Financial investors include Baidu Ventures, Hillhouse Capital, Oasis VC, Monolith Capital, Qianhai Ark, FSG Investment Management, and Junshan Capital; strategic partners include Agibot, StarSea, and JiKe Technology. The proceeds will primarily be used to advance large-scale acquisition of human full-body data, with a key focus on the research and development of core technologies such as whole-body dexterous manipulation foundation models and interactive world models.
ARK Invest 与 Securitize 合作将风险基金代币化，涵盖 OpenAI、Anthropic 等头部 AI 公司持仓
据 CoinDesk 报道，Cathie Wood 旗下资产管理公司 ARK Invest 宣布与代币化平台 Securitize 合作，将旗下 ARK Venture Fund（ARKVX）进行代币化，基金持仓涵盖 OpenAI、Anthropic、Stripe 及 Databricks 等头部私人科技公司。代币化利息将首先在以太坊上发行，后续可能扩展至其他链。 Securitize 将负责链上发行及投资者体验，并计划提供每日净资产值及链上二级市场交易功能。值得注意的是，代币化并不将底层资产直接上链，投资者持有的是基金权益的链上凭证。ARK 此前已对 Securitize 进行战略投资，双方将持续合作推动更多合规投资产品上链。
Wintermute: BTC ETF Records First Net Outflow Since June as Market Awaits Fed Rate Decision
In a write-up by Wintermute OTC trader @Jjay_dm, BTC ETFs recorded a net outflow of $463 million for the week ending September 14, marking the first negative reading since June's lows. ARK and Grayscale alone accounted for combined outflows of $371 million, while BlackRock remained flat. As a result, BTC fell 4.4% for the week to close at $76,838, making it the worst-performing asset, while Ethereum dipped 1.5% and altcoins collectively gained 1.0%. On the macro front, the US August CPI came in at 0.4% month-on-month (core 0.3%), exceeding the expected 0.2%, while the PPI annual rate hit 5.4%, prompting Goldman Sachs to upgrade its September rate outlook from "hold steady" to "increase." The market has now priced in an 87% probability of a 25-basis-point hike on Wednesday. Meanwhile, ongoing escalation in Middle East tensions pushed Brent crude past $105/barrel, and the 10-year US Treasury yield reached a 20-year high. Wintermute stated that following the shift to negative ETF flows, it favors a neutral over a bullish market stance. Two key catalysts this week: ① On Tuesday, the US Senate will hold a procedural vote on the CLARITY Act (Crypto Market Structure Act), which requires 60 votes to pass; ② On Wednesday, the Fed will announce its interest rate decision. While the rate hike itself is already fully priced in, subsequent hawkish commentary (particularly any signals pointing to continued tightening into Q1 2027) could exert downward pressure on the crypto market.
Insiders: Cathie Wood's Ark Invest Could Become the SEC's First Exempt Tokenized Securities Asset Manager
Odaily News – Andy, host of The Rollup podcast, stated on X: "We have received fairly reliable information that Ark Invest, founded by Cathie Wood, will become one of the first asset managers to launch tokenized securities through a transfer agent under the SEC's 'Innovation Exemption' policy. The plan will start with Ark's funds and then expand further. Several institutions, including Fidelity and WisdomTree, are also likely to follow suit."
Cathie Wood: Bitcoin is decoupling from gold, AI could drive a new cycle of economic growth and technical deflation
ARK Invest founder Cathie Wood stated that the August nonfarm payroll data shows the U.S. economy remains highly resilient. The market may interpret the strong employment figures as rising inflation pressures and further bet on Federal Reserve tightening policies, but it is overlooking more critical shifts. Although headline U.S. inflation remains at 3.7%, other inflation indicators have moved closer to 2%, and oil prices could even fall to around $30 per barrel.
ARK Invest Exec Suggests Hyperliquid Acquire Gemini to Position as Compliant HIP-3/4 Deployer in the U.S.
Odaily Planet Daily reported that Lorenzo Valente, Head of Digital Asset Research at investment firm ARK Invest, stated that Hyperliquid is in discussions with the CFTC and SEC to facilitate the offering of perpetual futures on its public chain by U.S.-regulated companies. He suggested that Hyperliquid acquire Gemini to position it as a U.S.-regulated HIP-3/4 deployer. He noted that Gemini's current market value is approximately $450 million, representing a decline of over 85% from its $3.3 billion valuation at the time of its 2025 IPO. Hyperliquid could obtain Gemini's entire U.S. regulatory infrastructure—including the NYDFS Trust Charter, DCM, DCO, FCM, MTLs, and Broker-dealer—for approximately $450 million.He further proposed that Hyperliquid could use approximately 7.9 million HYPE tokens from its community reserve, valued at around $550 million at $70 per token, to complete the acquisition at a premium of roughly 20% over Gemini's current market value. Following the transaction, Gemini would handle KYC, custody, fiat on/off ramps, brokerage, clearing, and compliance for the U.S. market, while Hyperliquid L1 would provide the underlying market infrastructure, liquidity, and on-chain settlement. He cited Polymarket's acquisition of QCEX as a similar precedent for re-entering the U.S. market, and stated that the core of this potential deal is not acquiring an exchange, but rather securing the regulatory bridge for HIP-3/4 to enter the U.S. market.
CLARITY Act Feared Delayed Until 2027, Large Crypto Enterprises May Leverage Regulatory Vacuum to Expand Advantage
According to Cryptopolitan, the U.S. Senate is scheduled to enter recess on August 7, leaving an extremely limited window for the CLARITY Act to pass before then. If voting is not completed this week, the next feasible window will be delayed until September, and if missed again, it could be postponed until after the midterm elections, meaning enactment may not occur until 2027. The main disagreement over the bill currently lies in the Democrats' insistence on adding crypto ethics clauses for senior government officials, but the consolidated draft has not yet incorporated relevant provisions. During the regulatory vacuum, large institutions such as Coinbase and Circle are better equipped to adapt to the uncertain environment due to their capital strength—ARK Invest increased its holdings in both companies this week, and Circle was approved for a federal national trust bank charter in July—while small and medium-sized crypto enterprises and DeFi projects continue to face pressure. In terms of the market, Polymarket data shows that the probability of the CLARITY Act passing within 2026 has dropped to 23%, a significant decline from Galaxy Research's prediction of 67%–75% in mid-May.
Yesterday, Bitcoin spot ETF recorded a net inflow of $137.32 million.
According to data released by Trader T (@thepfund), Bitcoin spot ETFs saw a net inflow of $137.32 million yesterday, with BlackRock IBIT recording a net inflow of $136 million, Bitwise BITB a net inflow of $1.32 million, and net flows for other funds such as Fidelity FBTC, Grayscale GBTC, and ARK ARKB all at zero.
U.S. Bitcoin spot ETFs recorded a net inflow of $301 million this week, while BlackRock IBIT posted a single-week inflow of $566 million.
Meanwhile, Fidelity FBTC saw a net outflow of $116.6 million, ARK Invest's ARKB recorded $99.6 million in net outflows, Grayscale GBTC posted $51.8 million in net outflows, and Bitwise BITB faced $18.5 million in net outflows.
Market selling pressure begins to erode institutional demand? Bitcoin ETF sees largest single-day net outflow since June
Odaily reports: U.S. spot Bitcoin ETFs saw a net outflow of $635.6 million on Thursday, the largest single-day net outflow since June. Among them, BlackRock's IBIT saw a net outflow of $254.1 million, Fidelity's FBTC saw a net outflow of $217.5 million, and Ark Invest and 21Shares' ARKB saw a net outflow of $109.4 million. Morgan Stanley's MSBT bucked the trend with a net inflow of $2.3 million; since its launch in April this year, the fund has recorded only one single-day net outflow.Despite the large outflow on Thursday, U.S. spot Bitcoin ETFs still recorded cumulative net inflows of $442.7 million this week. Since their launch in January 2024, such ETFs have accumulated more than $57 billion in net inflows, with assets under management exceeding $100 billion. Meanwhile, U.S. spot Ethereum ETFs saw a net outflow of $110.6 million on Thursday, Solana and Hyperliquid ETFs also saw outflows, while XRP ETFs recorded a net inflow of $3.6 million.In the market, Bitcoin fell to about $81,500 at one point on Friday, down 3.4% over the past 24 hours. The selloff in U.S. tech stocks spread to Asian markets, compounded by concerns over AI spending and geopolitical tensions, weighing on crypto market performance. Over the past 24 hours, liquidations of leveraged positions in the crypto market totaled at least $440 million, of which about $397 million were long liquidations. Jeff Anderson, head of STS Digital's U.S. division, said the market has recently remained in a trading range of $80,000 to $86,000, and attention should be paid to the direction of a breakout from the range. (The Block)
Yesterday, Bitcoin spot ETFs recorded a net outflow of $635.54 million.
According to data released by Trader T (@thepfund), Bitcoin spot ETFs recorded a net outflow of $635.54 million yesterday. Among them, BlackRock's IBIT saw a net outflow of $254.1 million, Fidelity's FBTC had a net outflow of $217.46 million, ARK's ARKB recorded a net outflow of $109.43 million, Grayscale's GBTC posted a net outflow of $29.53 million, and Bitwise's BITB experienced a net outflow of $27.35 million. Morgan Stanley's MSBT saw a net inflow of $2.33 million, while net flows for the remaining listed funds were zero.
Yesterday, Bitcoin spot ETFs recorded a net inflow of $528.41 million, with a year-to-date cumulative net inflow of $1.39 billion.
According to Trader T (@thepfund), total net inflows into Bitcoin spot ETFs amounted to $528.41 million yesterday, bringing the monthly cumulative net inflow to $463.3 million, with the year-to-date cumulative net inflow for 2026 reaching $1.39 billion. • BlackRock IBIT: Net inflow of $235 million • Fidelity FBTC: Net inflow of $212.71 million • Grayscale GBTC: Net inflow of $32.59 million • Bitwise BITB: Net inflow of $19.23 million • ARK ARKB: Net inflow of $9.79 million • Grayscale Mini Trust BTC: Net inflow of $8.21 million • Franklin EZBC: Net inflow of $7.31 million • Valkyrie BRRR: Net inflow of $3.57 million • VanEck HODL, Morgan Stanley MSBT, Invesco BTCO, WisdomTree BTCW: No inflows or outflows.
ARK funds increase positions in CoreWeave, reduce holdings in Shopify and Palantir
According to Ark Invest Tracker (@ArkkDaily), on October 19, multiple funds under Cathie Wood’s ARK Invest underwent portfolio adjustments. ARKK purchased 102,280 shares of CoreWeave (CRWV), representing 0.0836% of the ETF. Simultaneously, it sold 18,087 shares of Shopify (SHOP) and 15,988 shares of Palantir (PLTR), accounting for 0.0418% and 0.0420%, respectively. ARKW followed the same trading direction as ARKK, buying 30,218 shares of CRWV, which accounted for 0.1008%. The fund sold 2,668 shares of SHOP and 2,361 shares of PLTR, accounting for 0.0252% and 0.0253%, respectively. It also sold 500 shares of DraftKings (DKNG), accounting for 0.0005%. On the same day, ARKG purchased three biotech-related assets: 60,269 shares of Iambic Therapeutics (IAM), 19,856 shares of Scribe Therapeutics (SCTX), and 4,835 shares of Freenome (FRNM), accounting for 0.0261% and 0.0100% respectively.
Second hacked, loses 0.75 BTC, user funds unaffected
Odaily reports: Second, a project built on Ark Protocol, disclosed that its server was exploited in an attack on Monday, resulting in the loss of 0.75 BTC of its own funds, worth approximately $62,300. The team stated that user funds were not affected and that the issue was fixed within hours.The attacker subsequently continued attempting to withdraw more funds from the project and launched a denial-of-service attack. On Tuesday, Second said the attack may have degraded the ability of Bark-based wallets to receive Lightning Network transfers.Second stated that the vulnerability was in the Ark server's boarding process, where an attacker could register and exit the relevant boards using only their own signature, while simultaneously spending the same batch of VTXOs in the node via the Lightning Network. The attacker also attempted to use bitcoin linked to the Blink Wallet security breach on September 19, but was unsuccessful. (Bitcoin.com News)
Cathie Wood: Open-Source AI Is Making OpenAI and Anthropic Richer
According to BeInCrypto, ARK Invest founder Cathie Wood recently expressed a view that overturns the market's traditional perception of open-source AI. She pointed out that the capabilities of open-source models such as Meta, Mistral, and DeepSeek are continuously enhancing, which instead expands the cybersecurity attack surface, forcing enterprises to continuously procure frontier AI as a defense layer, thereby driving revenue growth for OpenAI and Anthropic rather than harming them. Data from the UK AI Safety Institute shows that the cyber attack capabilities of open-source models have caught up to the level of frontier models from 4 to 7 months ago. Wood named OpenAI, Anthropic, and SpaceXAI as the three companies most likely to capture the bulk of AI model revenue; ARK currently holds positions in all three companies. Currently, Anthropic has already submitted an S-1 filing at a valuation of nearly $1 trillion, and OpenAI is expected to go public in September 2026.
Summer.fi: Lazy Summer USDC Vault Suffers NAV Manipulation Attack, Losing Approximately 6.04 Million USD
According to official sources, Summer.fi released a post-mortem stating that on July 6, the attacker manipulated the share prices of two Lazy Summer USDC vaults by injecting overvalued Silo tokens into an offline Ark still included in the NAV, and extracted approximately $6.04 million in a single atomic transaction.
Yesterday, Bitcoin spot ETF recorded a net inflow of $137.32 million.
According to data released by Trader T (@thepfund), Bitcoin spot ETFs saw a net inflow of $137.32 million yesterday, with BlackRock IBIT recording a net inflow of $136 million, Bitwise BITB a net inflow of $1.32 million, and net flows for other funds such as Fidelity FBTC, Grayscale GBTC, and ARK ARKB all at zero.
Yesterday, Bitcoin spot ETFs recorded a net outflow of $635.54 million.
According to data released by Trader T (@thepfund), Bitcoin spot ETFs recorded a net outflow of $635.54 million yesterday. Among them, BlackRock's IBIT saw a net outflow of $254.1 million, Fidelity's FBTC had a net outflow of $217.46 million, ARK's ARKB recorded a net outflow of $109.43 million, Grayscale's GBTC posted a net outflow of $29.53 million, and Bitwise's BITB experienced a net outflow of $27.35 million. Morgan Stanley's MSBT saw a net inflow of $2.33 million, while net flows for the remaining listed funds were zero.
ARK Increases Holdings in Nuclear Stocks X-Energy and Oklo, Gene-Editing Stock Scribe; Trims E-Commerce Stock Shopify
Based on daily trading data released by Ark Invest Tracker (@ArkkDaily), Cathie Wood's ARK Invest adjusted the holdings of several ETFs on October 21. Additions: • X-Energy (XE): ARKQ bought 134,201 shares, ARKX bought 66,146 shares. • Oklo (OKLO): ARKQ bought 42,230 shares. • Intuitive Surgical (ISRG): ARKQ bought 6,411 shares. • Intuitive Machines (LUNR): ARKX bought 43,539 shares. • Netflix (NFLX): ARKW bought 18,783 shares. • Scribe Therapeutics (SCTX): ARKG bought 199,698 shares. • Iambic Therapeutics (IAM): ARKG bought 18,936 shares. • Pacific Biosciences (PACB): ARKK bought 201,932 shares, ARKG bought 63,679 shares. Reductions: • Shopify (SHOP): ARKK sold 10,637 shares, ARKW sold 6,416
ARK Invest Q3 DeFi Report: Tokenized Equity Trading Heats Up, Perpetual DEX Open Interest Up 76%
ARK Invest's Q3 2026 DeFi report shows tokenized equities became the main driver of the rebound in on-chain trading activity during the quarter. Spot DEX trading volume for tokenized equities reached approximately $50 billion, about 9x the previous quarter, with its share of total spot DEX trading volume rising from about 1% to about 9%. Overall DEX spot trading volume grew approximately 13% quarter-over-quarter to $571 billion, marking the first increase in nearly four quarters.Robinhood Chain achieved approximately $65 billion in DEX trading volume and $51 million in network revenue in its first quarter live, with network revenue approaching BNB Chain's level over the same period. ARK Invest expects recent gas mechanism adjustments to bring the chain's revenue down from current levels. Total stablecoin supply fell approximately 3% quarter-over-quarter to $309 billion, but adjusted transaction volume grew approximately 16% quarter-over-quarter to $781 billion, while average monthly active addresses increased approximately 39% to 73 million. Perpetual DEX open interest grew approximately 76% quarter-over-quarter to $24 billion, while quarterly trading volume fell approximately 16% to $1.4 trillion; of that, Hyperliquid accounted for approximately $13 billion in open interest, or about 53%.
ARK Invest Releases Updated Tesla Valuation: Market Cap Could Reach $17.5 Trillion by 2031, with a Price Target of $4,400 per Share
ARK Invest has released an update to its open-source Tesla valuation model, projecting that Tesla will be worth approximately $4,400 per share by 2031. A Monte Carlo simulation based on 32 independent variables shows a bear case of around $3,300 per share and a bull case of around $5,000 per share, corresponding to annualized share price gains of 53% and 66%, respectively, with the base case implying an annualized return of approximately 62%.Under the base case, ARK Invest expects Tesla's total revenue to reach approximately $1.45 trillion by 2031, with EBITDA of about $902 billion and a market capitalization of approximately $17.5 trillion.To support the development of its AI and robotics businesses, the model also assumes that Tesla's cumulative AI infrastructure spending will increase from approximately $7 billion at the end of 2025 to approximately $225 billion by the end of 2031. Robotaxi is expected to become Tesla's primary source of value, contributing approximately 80% of enterprise value by 2031. The humanoid robot Optimus will also become an important growth engine, with Tesla's cumulative external sales of Optimus robots reaching approximately 1 million units by 2031, and revenue from robotics-as-a-service (RaaS) and related businesses amounting to approximately $212 billion.However, ARK Invest cautions that these valuations depend on multiple assumptions, including the pace of autonomous driving commercialization, the maturity of robotics technology, profit margins, and capital efficiency. Actual results may differ significantly from these projections. The model is for reference only and does not constitute investment advice.
Onchain Launch: ARK Venture Fund Advances Tokenization Through Securitize
Cathie Wood posted on X that ARK Venture Fund has launched onchain through Securitize, with the fund's portfolio, liquidity, and minimum investment threshold remaining unchanged. She stated that, based on ARK research, tokenization has the potential to fundamentally change how investors participate in private and public financial markets; the onchain launch of ARK Venture Fund is an extension of its mission to broaden investor access to technology-driven innovation opportunities.
Related news
Tether Partners with Crypto Exchange CoinW to Launch "Tether's Ark"
Stablecoin issuer Tether has announced a strategic partnership with global cryptocurrency exchange CoinW, with the two parties set to jointly launch the "Tether's Ark" project. Official details regarding the project's specific features and implementation have not yet been disclosed. (Cointelegraph)
ARK Invest Buys the Dip on Robinhood, Investing $9.1 Million to Increase Stake
According to CoinDesk, Ark Invest, led by Cathie Wood, purchased approximately $9.1 million worth of Robinhood (HOOD) shares on Wednesday, adding a total of 99,418 shares across the ARKK, ARKW, and ARKF ETFs. This marks Ark's largest Robinhood stock purchase since April 29, as well as its first increase in holdings since September 8.
Yesterday, Bitcoin spot ETF recorded a net inflow of $137.32 million.
According to data released by Trader T (@thepfund), Bitcoin spot ETFs saw a net inflow of $137.32 million yesterday, with BlackRock IBIT recording a net inflow of $136 million, Bitwise BITB a net inflow of $1.32 million, and net flows for other funds such as Fidelity FBTC, Grayscale GBTC, and ARK ARKB all at zero.
Ark Invest increased its holdings in Circle stock by approximately $5.23 million yesterday.
According to the Ark Invest Tracker, Cathie Wood’s ARK Invest conducted multiple trades on October 26. On the buying side, ARKQ and ARKX collectively purchased approximately 1.1616 million shares of Archer Aviation (ACHR), around 434,000 shares of Joby Aviation (JOBY), roughly 63,600 shares of Kratos Defense (KTOS), and approximately 59,200 shares of AeroVironment (AVAV). Additionally, ARKW purchased 65,615 shares of Circle (CRCL), and ARKQ bought 182,508 shares of Kodiak AI (KDK).
U.S. Bitcoin spot ETFs recorded a net inflow of $301 million this week, while BlackRock IBIT posted a single-week inflow of $566 million.
Meanwhile, Fidelity FBTC saw a net outflow of $116.6 million, ARK Invest's ARKB recorded $99.6 million in net outflows, Grayscale GBTC posted $51.8 million in net outflows, and Bitwise BITB faced $18.5 million in net outflows.
Market selling pressure begins to erode institutional demand? Bitcoin ETF sees largest single-day net outflow since June
Odaily reports: U.S. spot Bitcoin ETFs saw a net outflow of $635.6 million on Thursday, the largest single-day net outflow since June. Among them, BlackRock's IBIT saw a net outflow of $254.1 million, Fidelity's FBTC saw a net outflow of $217.5 million, and Ark Invest and 21Shares' ARKB saw a net outflow of $109.4 million. Morgan Stanley's MSBT bucked the trend with a net inflow of $2.3 million; since its launch in April this year, the fund has recorded only one single-day net outflow.Despite the large outflow on Thursday, U.S. spot Bitcoin ETFs still recorded cumulative net inflows of $442.7 million this week. Since their launch in January 2024, such ETFs have accumulated more than $57 billion in net inflows, with assets under management exceeding $100 billion. Meanwhile, U.S. spot Ethereum ETFs saw a net outflow of $110.6 million on Thursday, Solana and Hyperliquid ETFs also saw outflows, while XRP ETFs recorded a net inflow of $3.6 million.In the market, Bitcoin fell to about $81,500 at one point on Friday, down 3.4% over the past 24 hours. The selloff in U.S. tech stocks spread to Asian markets, compounded by concerns over AI spending and geopolitical tensions, weighing on crypto market performance. Over the past 24 hours, liquidations of leveraged positions in the crypto market totaled at least $440 million, of which about $397 million were long liquidations. Jeff Anderson, head of STS Digital's U.S. division, said the market has recently remained in a trading range of $80,000 to $86,000, and attention should be paid to the direction of a breakout from the range. (The Block)