Investment Focus - ARK Fintech Innovation ETF (ARKF) invests in tools rebuilding financial infrastructure, including digital wallets, Bitcoin, and smart contracts [1] - The ETF is positioned for a digital reset [1] Portfolio Strategy - The fund's Associate Portfolio Manager shares insights on how the fund is positioned [1] Holdings - Information on the fund's holdings is available via a provided link [1]

Team & Focus - ARK Invest's digital assets team is actively engaged during "Crypto Week" [1] - The team includes a Director of Research, Research Trading Analyst, and Research Associate [1] Research & Analysis - The team provides research, analysis, and updates on digital assets [1]

RT ARK Invest (@ARKInvest)https://t.co/at50jZUM5L ...

RT ARK Invest (@ARKInvest)Halfway through 2025, where does bitcoin stand against our research, including "Big Ideas 2025"? @dpuellARK does a mid-year pulse check, highlighting the ETF boom, falling volatility, and how our thesis is evolving.Revisit "Big Ideas" before watching: https://t.co/yXG9FYebpb ...

Scalability & Privacy - Ethereum Foundation intends to integrate zero-knowledge (zk) into Ethereum L1 [1] - This integration could significantly improve scalability and privacy on the Ethereum network [1] Institutional Adoption - The proposed moves for scalability and privacy are seen as positive steps to maintain Ethereum's lead in the institutional world [1]

Supply Dynamics - Ethereum (ETH) net issuance since The Merge (1,030 days ago) is approximately 373,000 ETH [1] - ETH ETFs absorbed roughly 380,000 ETH in just 9 days [1] - ETF demand has consumed approximately 3 years of new ETH supply in under two weeks [1] Market Outlook - The analysis suggests a potential supply shock for both Bitcoin (BTC) and Ethereum (ETH) [1] Pricing Theory - The price of any good is determined at the margin, demand relative to supply [1]

RT Tim Sweeney (@TimSweeneyEpic)Grok 4 feels like Artificial General Intelligence to me. It is clearly not just constructing statistically likely connections, but is drawing fairly deep insights on problems it hasn’t seen before, in ways I haven’t seen elsewhere. Here’s an example: https://t.co/n00hEEZfMJ ...

Tesla's Dojo and Nvidia Dependence - Tesla is currently dependent on Nvidia's A100 and H100 GPUs for training its video-based neural networks [1] - Nvidia's GPUs are general-purpose chips optimized for broader markets like LLMs and gaming [1] - Tesla's Dojo is designed to break free from this reliance on Nvidia [1]

RT ARK Invest (@ARKInvest)Halfway through 2025, where does bitcoin stand against our research, including "Big Ideas 2025"? @dpuellARK does a mid-year pulse check, highlighting the ETF boom, falling volatility, and how our thesis is evolving.Revisit "Big Ideas" before watching: https://t.co/yXG9FYebpb ...

ETF Performance - ARK Innovation ETF (ARKK) 在 2025 年上半年出现强劲反弹 [1] - 市场存在超买信号，但 ARK Funds 认为其强势可能持续到下半年 [1]