News linked to both this project and an event.
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.
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.
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'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 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.
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.
据 CrowdFundInsider 报道，ARK Invest 首席执行官 Cathie Wood 表示，投资者判断下一轮技术趋势时，应从关注开发者投入时间转向追踪 AI Agent 的消费行为，即观察自主软件将资金支付给哪些服务。随着 AI Agent 从回答问题发展到自主执行任务，市场需要关注这些智能体如何选择服务、完成交易以及资金流向，未来 AI Agent 产生的支付活动可能比产品发布本身更能反映技术真实采用情况。 Cathie Wood 预测 2027 年市场发展时表示，OpenAI、Anthropic 以及英伟达（NVIDIA）将继续成为 AI 基础设施竞争核心，算力供应、能源、资本投入和模型可靠性仍是行业扩张面临的关键限制因素，如果 AI Agent 已经开始自主选择服务并进行支付，那么追踪其资金流向可能成为衡量 AI 商业化落地的重要方式。
Cathie Wood's ARK Invest has announced the tokenization of its approximately $1.3 billion ARK Venture Fund (ARKVX) through Securitize, marking the first fund under ARK to be officially brought on-chain.ARKVX is an actively managed fund with an investment scope covering private and public market technology companies. Its current portfolio includes companies such as OpenAI, Anthropic, Stripe, and Databricks. The tokenization will not change the fund's investment strategy; rather, it will move existing fund shares onto blockchain infrastructure.The tokenized version will be deployed on Ethereum and made available to eligible investors through Securitize. Securitize will be responsible for fund issuance, investor onboarding, and the related on-chain infrastructure.ARK Invest founder and CEO Cathie Wood stated that tokenizing the ARK Venture Fund is a practical implementation of the company's assessment of the future evolution—even "revolution"—of capital markets. She believes that tokenization has the potential to fundamentally change the way investors participate in private and public financial markets.
ARK Investment Management has filed an exemption application with the U.S. SEC to issue a tokenized share class for its venture fund, ARK Venture Fund. The SEC issued a related notice on August 24, setting September 18 as the deadline for hearing requests. ARK has chosen to pursue the exemption for the tokenized share class through the standard exemption application process, rather than wait for tokenization exemptions that the SEC has hinted at but has not yet published.
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."
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.
According to the latest trading data disclosed by Ark Invest, funds under Cathie Wood sold a total of 109,492 shares of Palantir (PLTR) on August 4 and 5, valued at approximately $17 million based on the latest closing price.Palantir previously reported second-quarter revenue of $1.94 billion, up 93% year-over-year, and raised its full-year guidance, driving the stock up nearly 30% in a single day after the earnings release. In addition, Cathie Wood has recently increased positions in Circle (CRCL), SpaceX (SPCX), and NVIDIA (NVDA), while reducing holdings in Shopify (SHOP) and Roblox (RBLX). (The Street)
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 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.
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 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 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'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.
Lorenzo Valente, Director of Crypto Research at Ark, stated on X that Robinhood Chain is the clearest case study for examining the evolution of the ETH economic model over time.Since its inception, Robinhood Chain has generated a total of approximately $816,000 in revenue; Arbitrum, serving as the middleware provider, took a 10% cut, amounting to about $80,000; Arbitrum then paid settlement fees to the Ethereum mainnet, totaling approximately $1,538. A rough breakdown of the profit distribution in this model is as follows — Robinhood 89%; Arbitrum 10%; Ethereum 0.15%.If your thesis is "ETH is money," then Robinhood building an L2 within the Ethereum ecosystem is a major positive. However, if your thesis is "ETH is a revenue-generating asset," then this is an extremely bearish case.
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.