ARK Invest

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.

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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.

Ark Ark Bullish Circle Coinbase June

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.

Ark Ark Bitcoin Function

2026-06-27 18:04

Cathie Wood: Growing Demand for Asset Preservation and Cross-Border Allocation Tools May Boost Bitcoin and Digital Asset Demand

Cathie Wood, founder of ARK Invest, stated on platform X that capital outflows from relatively unstable countries around the world will provide new upward momentum for Bitcoin and other digital assets.She pointed out that artificial intelligence is leading a technological revolution and is "sucking up a lot of attention and liquidity" in the investment field, but AI cannot replace the role that digital assets play in the current global environment — especially their function as a "wealth insurance tool."Cathie Wood emphasized that against the backdrop of rising macroeconomic uncertainty, investors' demand for asset preservation and cross-border allocation tools is increasing, and digital assets are gradually becoming an important vehicle for this demand.

Ark Ark Bitcoin Boost Boost Digital Asset

2026-06-27 17:54

Cathie Wood: Multiomics Could Become One of AI's Most Profound Applications, Potentially Reshaping Healthcare Paradigms

Cathie Wood stated that, according to ARK Invest's research, multiomics will be one of the most impactful applications of artificial intelligence, with the potential to bring structural change to the medical field. By combining multi-omics technology with AI capabilities, it is possible to achieve early disease diagnosis before any physical symptoms appear, while significantly reducing the cost and time of new drug development. This could accelerate the creation and delivery of innovative therapies, fundamentally improving the efficiency of the healthcare system.Cathie Wood believes this trend will drive a shift in the medical model from the traditional "sickcare" approach to genuine "healthcare," realizing a transition from passive treatment to proactive prevention.

Ark Ark

2026-06-23 20:38

Cathie Wood's ARK Invest increases holdings of SpaceX shares by over $21 million

Walter Bloomberg posted on X platform, stating that ARK Invest increased its holdings of SpaceX shares by over 210,000 shares after a 16% drop in SpaceX's stock price, valued at least $32 million. This increase represents ARK adding to its position following the SpaceX IPO, with Cathie Wood viewing the sell-off as a buying opportunity.Despite the recent decline, SpaceX's stock price remains above its IPO price of $135.

Ark Ark

2026-06-23 09:45

ARK Invest purchased 210,121 shares of SpaceX stock yesterday, valued at approximately $32.5 million.

ARK Invest, led by Cathie Wood, increased its stake in SpaceX shares by 210,121 shares yesterday, valued at approximately $32.5 million.

Ark Ark

2026-06-19 23:04

ARK Invest Increased Its Tesla Stock Holdings by $21.95 Million Yesterday

According to the Ark Invest Tracker, Cathie Wood’s ARK Invest increased its Tesla stock holdings by 54,815 shares yesterday, valued at approximately $21.95 million.

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2026-06-18 11:07

ARK Invest increased its stake in Coinbase stock by $18.4 million and reduced its stake in Robinhood stock by nearly $29 million.

According to The Block, on June 17, ARK Invest purchased 111,799 shares of Coinbase stock—valued at approximately $18.4 million based on the closing price—across its three ETFs: ARKK, ARKW, and ARKF. At the same time, ARK reduced its holdings in Robinhood by 275,572 shares, generating nearly $29 million in proceeds.

Ark Ark based Block Coinbase June

2026-06-15 19:07

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)

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2026-06-14 08:33

Anthropic pays SpaceXAI $1.25 billion per month to lease the Colossus supercomputer cluster.

ARK Invest stated that Anthropic is leasing the Colossus supercomputer cluster—owned by SpaceX AI—at a monthly rate of $1.25 billion. Annually, this amounts to $15 billion, underscoring how AI infrastructure investment has reached an unprecedented scale.

Ark Ark Colossus

2026-06-04 23:26

ARK Invest: Opportunities Lie in the Crypto Market's "Graveyard," High-Quality Assets Being Overlooked

Odaily, ARK Invest Director of Digital Asset Research Lorenzo Valente posted on X, stating that the crypto space now has a "graveyard" that no one wants to walk into, but it is filled with overlooked, high-quality protocols. Their token prices have fallen 70%, 80%, or even 90% from all-time highs, yet they still generate fees, continue to grow, and maintain leadership in their respective fields — they just lack attention. He gave examples:Aave: P/E ratio of only 9xSolana: P/E ratio of 12x, holding $6 billion in free cash flowEthereum: P/E ratio of 17x, yet treated as a "has-been asset"Uniswap: EBITDA of 8x, chain influence covering approximately 2 billion usersAvalanche (AVAX): Trading below the liquidation value of its own treasuryValente noted that many protocols were venture capital favorites in 2021 but are now market orphans. Compared to chasing the currently trendy Hype and Near, greater opportunities lie in finding value among assets that have fallen into "rubble territory." He emphasized: "You don't get rich by buying the assets everyone loves; you get rich by buying assets that are temporarily out of favor but have solid fundamentals."

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2026-06-04 22:31

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)

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2026-05-22 10:42

ARK Invest Purchased Approximately $5 Million Worth of Bullish Stocks Yesterday

According to The Block, Ark Invest—led by Cathie Wood—purchased a total of 139,117 shares of Bullish stock on Thursday through its ARKK, ARKW, and ARKF ETFs, valued at approximately $5 million. Combined with the $4.4 million in purchases made earlier this week on Monday and Tuesday, Ark Invest has been steadily increasing its position in Bullish. Despite Bullish’s stock price closing down 2.73% to $35.96 that day—and falling 8.9% over the past five trading days and 14.2% over the past month—Ark Invest continues to add to its stake. Bullish’s recently released Q1 financial results showed its net loss widened to $604.9 million, nearly doubling year-on-year, while adjusted revenue rose from $62.4 million to $92.8 million.

Ark Ark Block Bullish The Block