In a strategic move during a market downturn, ARK Invest, helmed by Cathie Wood, has significantly increased its exposure to cryptocurrency-related companies, including Coinbase, Circle, and Bullish. This decision reflects ARK”s long-term outlook amidst recent price pressures affecting the crypto market.
According to recent trading reports, the ARK Innovation ETF (ARKK) purchased 38,854 shares of Coinbase, while the ARK Fintech Innovation ETF (ARKF) acquired an additional 3,325 shares. The total investment in Coinbase amounted to approximately $9.4 million, despite the stock declining by 2.77% to close at $216.95 on the purchase day.
In addition to Coinbase, ARK has bolstered its holdings in Circle, the firm behind cryptocurrency financial infrastructure. The investment comprised 129,446 shares spread across ARKK and ARKF, valued at around $9.2 million. During the same timeframe, Circle”s shares saw a minor fluctuation, registering a slight dip of 0.03%.
Another significant acquisition involved Bullish, with ARK purchasing 88,533 shares in the same ETFs, translating to an investment close to $3.2 million. The shares of Bullish ended the day down by 2%, priced at $35.75.
Alongside these strategic purchases, ARK Invest also made adjustments to its portfolio by selling 12,400 shares of Meta Platforms, a move valued at approximately $8.03 million. This indicates a selective capital reallocation within ARK”s funds, particularly after a challenging quarter for its ETFs.
The fourth quarter of 2025 proved difficult for ARK, with the cryptocurrency market slump adversely impacting many of its products. Notably, Coinbase”s performance lagged behind that of major cryptocurrencies like Bitcoin (BTC) and Ethereum (ETH), coinciding with a 9% reduction in trading volumes on centralized exchanges following the October liquidation event.
Despite these challenges, ARK”s fundamental outlook remains optimistic. In its “Big Ideas 2026” report, the firm forecasts that the cryptocurrency market could reach a staggering $28 trillion by 2030, driven by a compound annual growth rate of 61%. Within this projection, Bitcoin is expected to account for approximately 70% of the total market value, reinforcing the rationale behind ARK”s recent investments.
