Workflow
Cathie Wood
icon
Search documents
X @Cathie Wood
Cathie Wood· 2025-07-15 02:21
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]
X @Cathie Wood
Cathie Wood· 2025-07-14 19:31
RT ARK Invest (@ARKInvest)https://t.co/at50jZUM5L ...
X @Cathie Wood
Cathie Wood· 2025-07-14 12:55
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 ...
X @Cathie Wood
Cathie Wood· 2025-07-13 16:04
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]
X @Cathie Wood
Cathie Wood· 2025-07-13 15:44
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]
X @Cathie Wood
Cathie Wood· 2025-07-12 16:10
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 ...
X @Cathie Wood
Cathie Wood· 2025-07-12 16:06
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]
X @Cathie Wood
Cathie Wood· 2025-07-11 17:36
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 ...
X @Cathie Wood
Cathie Wood· 2025-07-11 17:36
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]
X @Cathie Wood
Cathie Wood· 2025-07-11 17:23
RT AJ (@alojoh)I find it fascinating how people don't understand why Elon can retain top talent at a fraction of the cost.The calculus is very simple: it's the Elon dividend.It works like this for top talent:1. Work for Elon at $1-10M/year.2. You will have for sure the coolest job amongst everyone you know and get forever to tell stories about how you worked with Elon, the most successful entrepreneur of our time and richest man alive.3. Once you decide to leave after a few years you'll get a huge Elon-bonu ...