⚡ NEW: Ark Invest Cathie Wood says Bitcoin, Ethereum, Solana, and Hyperliquid could serve as strong portfolio diversifiers.She notes BTC-gold correlation has stayed minimal at 0.14 since early 2020, with gold historically leading Bitcoin during bull runs. https://t.co/mwpfHZXZUo ...

At first glance, the $19 billion liquidity wipeout on Oct. 10 looked routine: a rapid chain of liquidations, or forced closures of trading positions, across major exchanges as bitcoin (BTC), the largest cryptocurrency, tumbled. It's what followed, and the lack of transparency over the day's events, that's made the largest single-day liquidation by dollar value in crypto history frustrating for traders and changed crypto trading fundamentally. And one name has everyone's attention: Binance. The world’s ...

Core Insights - Cathie Wood, CEO of Ark Invest, is recognized for her focus on disruptive companies, although her investment track record has faced criticism for long-term shareholder value erosion [1] Group 1: Spotify - Spotify started 2025 strong but faced challenges in the second half due to weak guidance and CEO departure [3] - Despite competition, Spotify maintains a leading position in the music streaming market with significant global market share [4] - The company benefits from a network effect, where partnerships with record labels and artists attract more users, and its podcast strategy could enhance long-term growth and margins [5] - Spotify aims to reach one billion monthly active users by 2030 and sees potential for expanding paying members, with many current users on ad-supported plans [6] - The company is enhancing its platform through AI initiatives, making it an attractive buy after recent poor performance [6] Group 2: Pinterest - Pinterest encountered challenges in 2025, with financial results below expectations due to tariffs impacting ad demand [7] - The platform's ecosystem is expanding, with monthly active users increasing by 12% year over year to 600 million in Q3 [7] - Pinterest is improving its monetization, with average revenue per user (ARPU) increasing, particularly in international markets [8]

Core Insights - Investing in unproven technologies like Bitcoin can be risky, but thorough research and conviction can lead to significant opportunities over time [1] - Bitcoin's price has increased nearly 22,000% over the past decade, with predictions of a potential tenfold increase in the next 10 years [2] - Bitcoin's market cap was $1.7 trillion as of January 26, with a realistic projection of reaching $17 trillion by early 2036, implying a price of about $880,000 [3] Market Comparison - Gold is considered the best asset for comparison with Bitcoin, having increased by 99% in the past 24 months, with a total value of $35 trillion [4] - It is reasonable to expect Bitcoin to reach half the current value of gold in the next decade [4] Adoption Factors - Increased acceptance of Bitcoin as a store of value by individuals, companies, asset managers, and governments is crucial for its growth [5] - Bitcoin must compete with gold's established status as a safe-haven asset, especially in light of geopolitical uncertainties and rising sovereign debt [5] Investment Outlook - Ark Invest, led by Cathie Wood, views Bitcoin's potential to fulfill the digital gold narrative as a key factor in its future outlook [6] - Bitcoin offers advantages over gold, including portability, verifiability, divisibility, resistance to censorship, and a capped supply of 21 million units [7]

A historic liquidation event swept through gold and silver markets over the past 48 hours, erasing roughly $7 trillion in value from precious metals. Meanwhile, Bitcoin fell 7% but remained surprisingly resilient amid the broader sell-off. Bitcoin analyst Joe Consorti noted that the decline in the precious metals market cap was roughly four times Bitcoin’s entire capitalization. BTC Avoids Liquidation Cascade That Crushed Gold and Silver Prices Data from blockchain analytics firm Santiment highlighted th ...

Core Viewpoint - Investors are encouraged to focus on Bitcoin as the leading digital asset, especially given its current price being significantly below its all-time high, indicating a potential buying opportunity [2][8]. Market Performance - Bitcoin has experienced a remarkable increase of nearly 23,000% over the past decade, although it is currently trading 28% below its peak from October of the previous year, placing it in a bear market [2][3]. - As of the latest data, Bitcoin's market cap stands at $1.6 trillion, representing 59% of the entire cryptocurrency market [5][7]. Competitive Advantage - Bitcoin's first-mover advantage has established it as the most recognized cryptocurrency, with a strong brand presence among the general public [3][4]. - The asset benefits from deep liquidity due to its substantial market cap and is gradually being adopted for both investment and transactional purposes [3][5]. Network Effect - The presence of miners, nodes, and developers contributes to a powerful network effect, enhancing Bitcoin's value proposition and making it challenging for competitors to displace it [4][5]. Future Outlook - Ark Invest projects that Bitcoin's market share could rise to 70% by 2030, reinforcing the belief that Bitcoin will continue to dominate the cryptocurrency market despite the proliferation of other digital assets [5]. - Bitcoin's scarcity, with a hard supply cap of 21 million units, is a critical factor that makes it an attractive addition to investment portfolios, especially in the context of fiat currency debasement [7]. Investment Strategy - Bitcoin is recommended as a long-term investment, ideally held for 10 years or more, despite its inherent volatility, which has been decreasing as the cryptocurrency matures [8].

Gold Is the Real Bubble, Says Ark Invest's Cathie Wood—Not AIhttps://t.co/h4wXXoKKa3 ...

Group 1: Gold Market Insights - Gold has reached a new all-time high above $5,600, representing a significant percentage of the U.S. M2 money supply, according to Ark Invest [1] - Cathie Wood predicts that the gold price is likely to fall, noting that parabolic moves in asset prices often indicate the end of a cycle, asserting that the current bubble is in gold rather than artificial intelligence [2] - Following Wood's prediction, gold has experienced a nearly 9% decline in the last 24 hours, trading around $4,861 per ounce, while silver has dropped over 27% to approximately $83 [2] Group 2: Bitcoin and Crypto Market Perspectives - Wood argues that Bitcoin, with its capped supply, is a more compelling scarce asset compared to gold, highlighting that gold miners can increase production, which is not possible with Bitcoin [3] - Ark Invest maintains a strong interest in Bitcoin and crypto, holding significant positions in companies like Coinbase and Circle, as well as its own spot Bitcoin ETF, ARKB [4] - Wood has revised her Bitcoin price target to $1.2 million per coin by 2030, down from $1.5 million due to the rise of stablecoin adoption [3] Group 3: AI Investment Sentiment - Wood expresses that the current concerns regarding AI investments do not indicate a bubble, contrasting it with the tech and telecommunications bubble of the early 2000s [5] - Despite Wood's reassurances, some investors remain cautious about the substantial investments in AI, as evidenced by a more than 10% drop in Microsoft shares due to concerns over increased spending related to AI [5]

RT James Hunt (@humanjets)ICYMI: Here's a quick news recap from today's Asia & EMEA sessions @TheBlock__ 👇🪙 Paolo Ardoino told The Block that Tether does not take a position on stablecoin yield, amid reports claiming the firm sides with banks on the issue.🏛️ The SEC clarified rules for tokenized securities, placing the asset class under federal securities laws.💰 Sony Innovation Fund invested $13 million in Soneium co-developer Startale Group, kicking off its Series A fundraising.🇷🇺 Russia is set to launch a ...

Group 1 - Ark Invest acquired shares in Bullish, demonstrating confidence in the digital asset platform following its recent financial performance [1][2] - The ARK Innovation ETF purchased 80,124 shares and the ARK Fintech Innovation ETF acquired 5,648 shares, totaling approximately $2.98 million at a closing price of $34.80 [2] - Bullish reported third-quarter earnings of $76.5 million, exceeding analyst expectations of $71.2 million, despite a decline in digital asset sales from the previous year [3] Group 2 - Ark's investment in Bullish aligns with its strategy to gain exposure to emerging technologies, with the current stake valued at $153.1 million, representing 1.14% of Ark's portfolio [4] - Ark also sold shares of Twist Bioscience Corp. and Kratos Defense and Security Solutions Inc., while acquiring shares of Kodiak AI Inc. [6]