RT Timmy Shen (@timmyhmshen)ICYMI from the @TheBlock__ US session:🇪🇺 The European Union is considering banning crypto transactions with Russia to tighten sanctions evasion, according to the FT.💰 Tether has made a strategic investment in LayerZero Labs, the team behind the tech powering USDT0.📈 Canaan’s revenue more than doubled in Q4 as the bitcoin miner expanded its treasury to record levels.📊 Interactive Brokers added nano Bitcoin and Ether futures via Coinbase Derivatives.🗣️ Michael Saylor said bitcoin w ...

Cathie Wood’s Ark Invest Sees AI Driving a Prolonged CapEx Boom—Here’s Whyhttps://t.co/QdpouOcVdj ...

🚨HUGE: DTCC AMONG PARTNERS FOR LAYERZERO'S NEW "ZERO" BLOCKCHAIN@The_DTCC , which processes trillions in securities annually, is exploring @LayerZero_Core 's new Zero blockchain for tokenized securities and large-scale collateral management.Zero claims 2 million transactions per second using zero-knowledge proof breakthroughs, dwarfing @solana 's previous 100K TPS max.The partner list is arguably the real story: @Citadel Securities (handles 35% of U.S. retail stock trades) is making a strategic ZRO token in ...

Core Insights - LayerZero has announced a new public blockchain named Zero, aimed at addressing scalability and privacy issues faced by Wall Street in adopting blockchain technology [1] - The blockchain claims to achieve approximately 2 million transactions per second with a cost of less than 1 cent per transaction [1] - Notable participants in this initiative include Citadel, Intercontinental Exchange, and Ark Invest founder Cathie Wood, who will engage as investors, partners, or advisors [1] - Citadel has invested in the project through tokens, although the amount has not been disclosed, while Tether and Ark have also announced their participation [1]

Citadel and Ark Invest back LayerZero as it launches blockchain, partners with Google Cloud and DTCC https://t.co/bNAZwD80uI ...

LATEST: 📈 Cathie Wood's Ark Invest purchased $1.83 million in Bullish shares on Monday as the stock surged 16.76%, while also trimming its Coinbase holdings by $22.2 million on Friday. https://t.co/ufeMtIOPxX ...

RT James Hunt (@humanjets)ICYMI: Here's a quick news recap from today's Asia & EMEA sessions @TheBlock__ 👇💰 BitMine bought another $84 million in ETH, according to onchain data, as Tom Lee called the market pullback an "attractive" entry point.💸 Cathie Wood's Ark Invest bought more Bullish shares as the stock jumped over 16%.🚧 Commissioner Uyeda said that SEC rules shouldn't create "unnecessary roadblocks" as tokenization advances.🇰🇷 South Korea's Financial Supervisory Service launched a full-scale investig ...

Cathie Wood's Ark Invest buys more Bullish as stock jumps over 16% https://t.co/8bNE76FERJ ...

Group 1 - Ark Invest, led by Cathie Wood, has added 35,766 shares of Tesla (TSLA.O) to its Ark Space & Defense Innovation ETF (ARKX), representing 1.99% of the fund's assets, marking the first time ARKX has held Tesla shares [1] - Tesla is expanding into robotics, particularly with its Optimus robot project, which aims to develop general-purpose robots for complex tasks, potentially synergizing with SpaceX's space exploration and xAI's AI business [1] - Ark Invest holds significant positions in Tesla across multiple ETFs, including Ark Innovation ETF (ARKK), Ark Next Generation Internet ETF (ARKW), and Ark Autonomous Technology & Robotics ETF (ARKQ), indicating a positive long-term outlook on Tesla's development and technological innovation [2] Group 2 - The recent merger between SpaceX and xAI has generated market interest, with a combined valuation of $1.25 trillion, aiming to utilize solar energy in space for AI applications, supporting broader space exploration goals [2] - Challenges such as heat dissipation in space, cosmic radiation effects on electronics, and high launch costs are present, but Elon Musk remains confident in reducing launch costs and achieving feasible space data centers for AI computing [2] - There are mixed opinions on whether Tesla will merge with SpaceX/xAI, with potential benefits in resource sharing and technological synergy, but also concerns regarding shareholder dilution and antitrust scrutiny [3]

Core Insights - Cathie Wood's Ark Space & Defense Innovation ETF (ARKX) has made its first purchase of Tesla shares, acquiring 35,766 shares, which represents 1.99% of the ETF's total assets, raising speculation about potential restructuring within Elon Musk's business empire [1][2][3] Group 1: Investment Actions - The purchase of Tesla shares by ARKX marks the first time the fund has included Tesla in its space and defense investment portfolio, occurring at a critical time when reports suggest a merger between SpaceX and xAI has been completed [1][2] - This rare buying behavior highlights the limited public investment channels into SpaceX and suggests potential capital operations, as a merger with Tesla would require complex regulatory reviews and shareholder approvals [2][8] Group 2: Investment Rationale - Market interpretations of ARKX's purchase suggest two main motivations: one being a strategic positioning for a potential shareholder vote on a merger between Tesla and SpaceX/xAI, and the other being based on fundamental logic related to Tesla's advancements in robotics, particularly the development of the Optimus robot [3][9] - The ETF has identified "adaptive robotics" as a core investment theme, aligning with Tesla's efforts to leverage robotics technology for broader goals, including space exploration [3][9] Group 3: Holdings Overview - This acquisition reinforces Ark Invest's position as a strong supporter of Musk's companies, with Tesla being a major holding in several of Ark's ETFs, including ARK Innovation ETF (ARKK), ARK Next Generation Internet ETF (ARKW), and ARK Autonomous Technology & Robotics ETF (ARKQ), with holdings of approximately 10.99%, 10.39%, and 9.93% respectively [4][10] - Ark Venture Fund also holds significant stakes in Musk-related companies, with SpaceX as the largest holding at 11.23%, followed by xAI at 6.31%, and Tesla at 1.05% [4][10] Group 4: Market Sentiment - Analysts on Wall Street are closely monitoring the potential for Musk to consolidate his business empire, with investor Chamath Palihapitiya suggesting a "reverse merger" of SpaceX into Tesla, and Wedbush analyst Dan Ives noting an increasing likelihood of a merger between Tesla and the newly formed SpaceX/xAI entity [5][12] - The growing AI ecosystem is seen as a logical foundation for such a merger, although it would require shareholder approval and regulatory scrutiny [5][12] Group 5: SpaceX Investment Landscape - SpaceX remains one of the largest private companies globally, with limited avenues for public investment, primarily through Ark Invest's funds or by holding shares in publicly traded companies like Bank of America, Alphabet, and EchoStar [6][13] - While Musk has hinted at an IPO for SpaceX, no formal documents have been submitted, with speculation suggesting a potential IPO could occur as early as June 2026 [6][13]