ARK Invest
@ARKInvest
Investment advisor focused solely on disruptive innovation. Disclosure: http://arkinv.st/terms
Say hello to tomorrow. “Big Ideas 2025” is here to share ARK's insights on the technologies shaping the future. Download now: ark-invest.com/big-ideas-2025
Yes. I’ve heard “browsers are the ultimate distribution for agents”. I think this is backwards. Agents will use browsers as a tool, among others, to accomplish tasks. You will think of the agent as the product, not the browser. You pay for ChatGPT Agent, which spins up…
websites replace most desktop applications (last 2 decades) then agents replace most websites (next 2 decades)
AI agents could take over online shopping. How can retailers prepare for this? In this week’s newsletter, I break down Model Context Protocol (MCP), the tech powering agentic commerce, & Agent Oriented Optimization, SEO reimagined for the agentic era👇
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The AI flywheel today: Compute → Talent → State-of-the-art models → Better products → More usage → 🔁Back to compute. Each turn of the wheel demands more computing power, and each unit of compute demands more cash. Training state-of-the-art models is not just a technical…
People make the difference. Meet Stuart Forbes, sharing his background and how he's contributing to ARK's mission.
We think crypto, particularly smart contract L1 tokens, represents a distinct and transformative asset class. Ethereum stands out as foundational: it secures the on-chain economy via proof-of-stake, enables transactions, and acts as programmable collateral at the protocol layer.…
We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI, Bitcoin, Palantir $PLTR… Glad to have her on our team for $BMNR
.@ARKInvest’s investment in $BMNR is a vote of confidence that @fundstrat will be one of the winners as Ethereum powers DeFi (Decentralized Financial Services) in the “winner takes most” #DAT* space. Very happy to be in such good company: @foundersfund & @PanteraCapital !
@CathieDWood pioneered exponential investing, early early on $TSLA $PLTR $HOOD $META and most recently $CRCL - her investment and partnership is synergy for $BMNR
Eli Lilly’s $1.3B acquisition of Verve Therapeutics signals gene editing is ready to scale. Using Beam Therapeutics’ base editing tech, Verve is targeting heart disease. @Shea_ARK shares our $BEAM investment rationale in the Q2 webinar. Holdings: ark-funds.com/funds/arkg
One of the biggest miscalculations in the criticism of L2s and Ethereum’s rollup centric roadmap is the assumption that fintechs and exchanges coming onchain would prioritize deploying where liquidity and atomic composability already exist. Prioritizing fast and high-performance…
AI, robotics, and DNA sequencing are all disruptive themes driving the ARK Innovation ETF (ARKK), built to capture the ideas changing the world. Enjoy key insights from our Associate Portfolio Manager Dan White. Read our introduction to ARKK. Holdings: ark-funds.com/funds/arkk
🔔Media Alert🔔 @wintonARK will join Dominic Chu on CNBC’s @HalftimeReport at 12:35pm ET, followed by their digital show at 1:10pm ET, to discuss ongoing innovation themes driving global change.
Ever wonder who’s behind the work at ARK? Meet Ren Leggi, CFA, CAIA, as he shares his journey to ARK, his key responsibilities, and what has kept him motivated.
Sharplink is set to buy $5B worth of ETH through a common stock offering. At today’s prices, that’s over 1.4 million ETH. Since the Merge (2 years, 307 days ago), Ethereum supply has only increased by ~389K ETH. In other words: @SharpLinkGaming is buying 3.6x all ETH issued…
Research Trading Analyst and Associate Portfolio Manager for Digital Assets @dpuellARK details the challenges bitcoin has to overcome to become a global asset. ⬇️
THE HISTORY OF #BITCOIN'S SHOCKS 1/ Below, a study of downside volatility (isolated from upside) and all the single-day events that traded above 4 standard deviations of downside returns. These are the most extreme tails of negative performance in the history of bitcoin,…
Imagine if, instead of just one @MicroStrategy, you had two, racing head-to-head to see who can accumulate the most ETH. That’s exactly what’s happening right now. Both @BitMNR and @SharpLinkGaming now hold more ETH than the Ethereum Foundation. They both have roughly 30 bips…
This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR
Just as SpaceX learns from Falcon to develop next-gen Starship, Insilico Medicine is using validated AI to create safer, more effective drugs. CEO Alex Zhavoronkov’s (@biogerontology) ultimate goal? Pharmaceutical superintelligence, where a prompt can generate a drug. Watch FYI.