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Project Overview
ARK is a blockchain-based development platform that enables anyone to create their own fully customizable and interoperable blockchain.
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)
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.
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 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)
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)
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 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)
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)
Trump: Will Not Allow Banks to Obstruct Crypto Market Structure Legislation
Odaily Odaily: U.S. President Trump stated at a private event for TRUMP Meme coin holders held at his Mar-a-Lago estate in Florida that the White House will not allow banking lobbying groups to hinder the progress of the crypto market structure bill, the Digital Asset Market Clarity Act. He said the crypto industry has entered the mainstream, declaring "America is the leader in crypto," and that banks should not obstruct the establishment of stablecoin and crypto regulatory frameworks.Dubbed the "most exclusive meeting in the world," the event invited hundreds of large TRUMP coin holders. Guests included Tether CEO Paolo Ardoino, Ark Invest founder Cathie Wood, Anchorage Digital CEO Nathan McCauley, and boxing champion Mike Tyson. Previously, the U.S. banking industry had expressed concerns that stablecoin reward mechanisms could impact traditional deposit businesses, which had slowed the legislative process. (CoinDesk)
昨日比特币现货 ETF 净流入 2.3315 亿美元
According to data from Trader T (@thepfund), yesterday's Bitcoin spot ETF net inflow was $233.15 million, a significant increase compared to the previous day (July 29 net inflow of $32.1 million). Among them, BlackRock IBIT led with an inflow of $183.41 million, Bitwise BITB had an inflow of $20.74 million, Fidelity FBTC had an inflow of $15.5 million, Morgan Stanley MSBT had an inflow of $7.42 million, VanEck HODL and Grayscale Mini BTC each had an inflow of $2.29 million, Ark ARKB had an inflow of $1.5 million, and the net inflow for other products was zero for the day.
昨日比特币现货 ETF 净流入 3210 万美元
据 Trader T（@thepfund）数据，昨日比特币现货 ETF 净流入 3210 万美元。分产品来看，贝莱德（BlackRock）旗下 IBIT 净流入 8980 万美元，为当日最大买入方；富达（Fidelity）旗下 FBTC 净流出 4308 万美元；方舟（Ark）旗下 ARKB 净流出 1462 万美元；Bitwise、Invesco、Franklin、Valkyrie、VanEck、Morgan Stanley、WisdomTree及 Grayscale 旗下各产品当日净流量均为零。
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.
Yesterday, Bitcoin spot ETFs recorded a net inflow of $203.2 million.
According to data from Trader T (@thepfund), the total net inflow for US Bitcoin spot ETFs yesterday was $203.2 million. Among them, IBIT (BlackRock) ranked first with a net inflow of $163.94 million; FBTC (Fidelity) had a net inflow of $23.11 million; ARKB (Ark) had a net inflow of $9.69 million; and BTC (Grayscale Mini) had a net inflow of $6.46 million.
Yesterday, Bitcoin spot ETFs recorded a net inflow of $226.8 million.
According to Farside Investors data, U.S. spot Bitcoin ETFs recorded a total net inflow of $226.8 million yesterday. Among them, BlackRock's IBIT saw a net inflow of $116.5 million, Ark's ARKB saw a net inflow of $72.7 million, and Fidelity's FBTC saw a net inflow of $24.1 million.
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.
ByteDance Launches Seedance 2.5 Model: 30-Second Single Generation Duration, Breakthrough in Long-Form Narrative Capabilities
ByteDance announced today the launch of the Seedance 2.5 video generation model, capable of generating 30-second high-quality video clips in a single run. It will be rolled out on Jimeng AI and Doubao Pro sequentially, and API services will also be integrated into Volcano Ark in the near future.
Visa CEO on Open USD Competition: Visa Is Not Just Picking Winners
Visa CEO Ryan McInerney stated during the earnings call that Visa's role in the stablecoin space is not to pick winners, but to help clients securely and scalably connect to the stablecoin ecosystem.Last month, Visa joined forces with over 140 companies, including Stripe, Mastercard, BlackRock, and Coinbase, to support Open Standard, which plans to launch the stablecoin Open USD (OUSD) later this year. Following the announcement, market speculation arose that OUSD could challenge Tether's USDT and Circle's USDC.When asked whether Visa views OUSD as a competitor to USDT and USDC, McInerney said that Visa will maintain a "multi-currency, multi-chain" strategy going forward and will not bet on a single stablecoin, network, or infrastructure.He stated that Visa's goal is to support clients in accessing the stablecoin ecosystem, regardless of which stablecoin, network, or underlying infrastructure is ultimately adopted.Ark Invest analyzed that Visa is clearly interested in Open USD, but this does not necessarily mean it views OUSD as an exclusive strategic bet. Overall, Visa appears to be keeping its participation open at the stablecoin infrastructure level, rather than directly aligning with a specific stablecoin issuer.
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.
Lightning Labs Launches Ark-Based Bitcoin Payment Platform Wavelength
Lightning Labs announced on X platform that it has launched Wavelength, a self-custodial Bitcoin payment toolkit designed to make integrating Bitcoin into applications as simple as calling an API. Built on an Ark-like settlement layer, the platform enables developers, AI agents, and vibe coders to connect any application to Lightning payments without running a node, managing channels, or acquiring liquidity. It also supports AI agents in using Bitcoin payment APIs, data sources, and other services through MCP tool calls. Wavelength is currently available in alpha on signet and testnet, while mainnet access requires an invitation.
Bybit today launched perpetual contracts for 6 US stocks/ETFs, with up to 20x leverage
Bybit has added 6 perpetual contracts for US stocks/ETFs today, including WENSTOCKUSDT, DKNGUSDT, RIVNUSDT, FLYUSDT, ARKKUSDT, and TSLLUSDT, supporting up to 20x leverage. A limited-time fee discount is also available during the launch: 0% maker fee rate and 50% off the taker fee rate.Among them, WENSTOCK (Wendy's) is a globally renowned fast-food chain brand, DKNG (DraftKings) is a leading US online gambling and sports betting company, RIVN (Rivian) is an electric vehicle manufacturer, and FLY (Firefly Aerospace) is an aerospace launch vehicle and space services company; ARKK is the ARK Innovation ETF (tracking disruptive innovative tech stocks), and TSLL is the Direxion Daily TSLA Bull 2X Shares ETF.
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.
Related news
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.
ByteDance Launches Seedance 2.5 Model: 30-Second Single Generation Duration, Breakthrough in Long-Form Narrative Capabilities
ByteDance announced today the launch of the Seedance 2.5 video generation model, capable of generating 30-second high-quality video clips in a single run. It will be rolled out on Jimeng AI and Doubao Pro sequentially, and API services will also be integrated into Volcano Ark in the near future.
昨日比特币现货 ETF 净流入 2.3315 亿美元
According to data from Trader T (@thepfund), yesterday's Bitcoin spot ETF net inflow was $233.15 million, a significant increase compared to the previous day (July 29 net inflow of $32.1 million). Among them, BlackRock IBIT led with an inflow of $183.41 million, Bitwise BITB had an inflow of $20.74 million, Fidelity FBTC had an inflow of $15.5 million, Morgan Stanley MSBT had an inflow of $7.42 million, VanEck HODL and Grayscale Mini BTC each had an inflow of $2.29 million, Ark ARKB had an inflow of $1.5 million, and the net inflow for other products was zero for the day.
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.
Ark Invest reduces holdings in multiple crypto-related stocks, simultaneously purchases approximately $14.5 million worth of SpaceX shares.
According to The Block, Cathie Wood's Ark Invest sold several crypto-related stocks from its ARKK ETF on Wednesday amid falling share prices, including Bitmine (120,665 shares, approximately $2 million), Block Inc. (13,403 shares, approximately $1.1 million), Robinhood (12,561 shares, approximately $1.1 million), and Bullish (11,314 shares, approximately $247,000). Meanwhile, Ark bought approximately 128,932 shares of SpaceX across its multiple ETFs, valued at approximately $14.5 million.
昨日比特币现货 ETF 净流入 3210 万美元
据 Trader T（@thepfund）数据，昨日比特币现货 ETF 净流入 3210 万美元。分产品来看，贝莱德（BlackRock）旗下 IBIT 净流入 8980 万美元，为当日最大买入方；富达（Fidelity）旗下 FBTC 净流出 4308 万美元；方舟（Ark）旗下 ARKB 净流出 1462 万美元；Bitwise、Invesco、Franklin、Valkyrie、VanEck、Morgan Stanley、WisdomTree及 Grayscale 旗下各产品当日净流量均为零。