ARK Invest

2026-08-21 06:54

RWA Trading May Reshape DeFi Platform Economics; Trade.xyz Could Demand Higher Fee Share if It Accounts for 90% of Hyperliquid's Trading Volume

Odaily News According to Lorenzo Valente, Head of Digital Asset Research at investment firm ARK Invest, trading venues dedicated to Real World Assets (RWA) can scale with minimal reliance on Bitcoin and Ethereum liquidity, driving RWA liquidity to diverge by asset class.On July 23, Valente stated that DeFi is entering a new phase. Data shows that RWA accounts for 54% of Hyperliquid's weekly trading volume, with individual stocks representing 61% of that RWA volume; decentralized exchanges recorded $79 billion in perpetual futures trading volume during the same period, with Hyperliquid accounting for $50 billion of that total.Valente believes that if Trade.xyz accounts for 90% of Hyperliquid's trading volume, it could demand a higher share of user fees. Most popular applications will continue to rely on shared infrastructure, and only when the cost of operating independently exceeds the value of the liquidity, users, and security they rent will they consider building their own chain. (Bitcoin.com News)

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2026-08-20 08:19

ARK Invest made significant purchases of Broadcom and Cloudflare yesterday, while reducing holdings in AMD and Roblox.

According to ARK Invest's official trading notification, multiple ETFs under ARK completed a new round of rebalancing on August 19, showing an overall trend of increasing positions in AI computing power and cloud computing while reducing positions in the genomics and gaming sectors. The specific operations are as follows: On the buying side, ARKK, ARKW, and ARKQ synchronously increased holdings in Broadcom (AVGO) across funds. ARKK and ARKW synchronously bought Cerebras Systems (CBRS) and Cloudflare (NET). ARKF also added positions in Cloudflare and tokenized securities platform Securitize (SECZ), while ARKG bought Ionis Pharmaceuticals (IONS) and Perceptive Capital Solutions (FRNM). On the selling side, AMD (Advanced Micro Devices) was synchronously sold by the three funds ARKW, ARKF, and ARKQ. Roblox (RBLX) was significantly reduced by ARKK by 501,466 shares (accounting for 0.32% of the total ETF holdings). 10X Genomics (TXG) was also jointly reduced by ARKK and ARKG by over 200,000 shares. Palantir (PLTR), Illumina (ILMN), Twist Bioscience (T

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2026-08-19 10:23

AI Token prices are falling while trading volume expands, Cathie Wood says market demand for AI has enormous price elasticity

Odaily News, ARK Invest founder Cathie Wood stated that AI Token prices are declining sharply, but usage is growing rapidly. As productivity and intelligence levels rise, market demand for AI demonstrates enormous price elasticity, and a virtuous cycle is forming that is still in its early stages.According to her reposted content, the average cost of LLM Tokens has dropped from $2.07 per million tokens on May 28 to approximately $1.02, mainly driven by price cuts on OpenAI models as well as the emergence of new open-source models like Kimi and DeepSeek, whose prices are typically only a fraction of those of closed-source models.

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2026-08-10 12:21

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.

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2026-08-09 22:22

Cathie Wood: US Corporate Pre-Tax Profit Margins Hit Multi-Decade High, AI and Productivity Gains May Drive a New Round of Divergence

Odaily News, ARK Invest Founder Cathie Wood stated on the X platform that US corporate pre-tax profits as a percentage of GDP have reached 13.2%, a level not seen in decades.Wood noted that the massive monetary and fiscal stimulus during the pandemic drove rapid profit growth, but the factors supporting current profit levels are shifting. She believes that more companies are leveraging artificial intelligence (AI) and productivity-enhancing tools to optimize operations and protect profit margins.She stated that the market is still in the early stages of observing AI's impact on corporate earnings, and companies that can effectively apply AI to boost efficiency will further widen the gap with those unable to adapt to technological change.Wood said that AI-driven productivity gains could become a key driver of sustained corporate profit growth, with the impact expected to gradually materialize over the coming years.

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2026-08-09 21:39

Cathie Wood: Bitcoin's Performance Relative to Gold Is Stabilizing

Odaily News, ARK Invest founder Cathie Wood stated that while the recent U.S. employment report appears concerning on the surface, deeper economic trends are shifting. Productivity gains, the expanding application of AI, and potential deflationary pressures could become the main market themes moving forward.Wood noted that the U.S. federal deficit as a percentage of GDP is currently around 5.6%, approaching levels seen during the Reagan era in the 1980s. She believes that if productivity and technology adoption continue to accelerate as ARK anticipates, that ratio could fall to about 5% by year-end, although most economic forecasters view this target as difficult to achieve.On inflation, Wood believes the market is underestimating deflationary risks. She noted that recent inflation data has consistently come in below expectations, with the June CPI falling 0.4% month-over-month, PPI down 0.3% month-over-month, and core PCE rising just 0.1% month-over-month. She argues that companies that fail to adopt AI and productivity tools may face greater pricing pressure and competitive risks in the future.Wood is also bullish on the U.S. dollar. ARK's data model based on Kalshi prediction markets suggests the dollar index could rise to 102.6 this year. She pushed back against the view that "overseas capital is selling off U.S. assets," pointing out that Japan's recent currency market intervention primarily involved selling euros and buying yen, rather than selling dollars.In energy markets, Wood believes a global crude oil supply glut is taking shape. She noted that the UAE's production has risen to historic highs after leaving OPEC, and further downside in oil prices could act as a deflationary driver for the global economy.Regarding the AI investment boom, Wood said concerns about an AI bubble are overblown, and the current growth in capital expenditure likely represents the early stage of a long-term technological revolution rather than a short-term speculative cycle.In the crypto asset space, Wood said Bitcoin's performance relative to gold is stabilizing, and believes that as the "agentic commerce" economy develops, Bitcoin and stablecoins could become the biggest beneficiaries.

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2026-08-06 17:06

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.

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2026-08-03 12:45

ARK Invest Rebalances Portfolio: Trims Snowflake, Adds CoreWeave, Circle and More

Odaily News: ARK Invest trading data shows that on July 31, the ARK Innovation ETF (ARKK) sold 18,855 shares of Snowflake (SNOW), valued at approximately $5.5 million based on the latest closing price. Meanwhile, Cathie Wood has also recently reduced positions in Shopify, 10x Genomics, Figma, and Iridium Communications, while buying shares of CoreWeave, Circle, Pony AI, and Kodiak AI.As of July 31, the top ten holdings of the ARK Innovation ETF include: Tesla (TSLA) 9.42%, SpaceX 4.92%, Tempus AI 4.81%, CRISPR Therapeutics 4.66%, Coinbase 4.54%, Shopify 4.54%, AMD 3.96%, Circle 3.82%, Robinhood 3.54%, and 10x Genomics 3.43%. (TheStreet)

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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.

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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."

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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.

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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.

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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 )

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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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