Rahul Bhushan
@RahulBhushanARK
Managing Director, Global Head of Index at ARK Invest Europe (Co-Founder of Rize ETF) • Global Thematic Strategist • Lecturer • Angel
At some point the numbers don't even make sense anymore. Wow. Just wow. We've got catching up to do.
🇨🇳 China installed 464 GW of solar capacity in the 12 months to June☀️ That's more than the total EU solar capacity as of 2024 (338 GW) and DOUBLE the total US solar capacity (229 GW). ...in just 12 months.
From SEO to AOO. From social media to agentic commerce. From data centres to gigawatt-scale AI cities. Retailers are racing to adapt to AI agents. Meta is building data clusters the size of Manhattan. Coinbase just launched the WeChat of Web3. The internet is mutating. Fast.…
In the internet era, search engine optimization was necessary for relevance. In the agentic era, Model Context Protocol compatibility is key. AI agents will surface only products that they can access, so retailers without could be out of luck. Read more⬇️ ark-invest.com/newsletters/is…
"Ethereum is digital oil." I've always wondered... are these analogies useful, or a little lazy? Complex technologies might be commodity-like, but they're not commodities. Saying Ethereum is digital oil suggest Ethereum is merely a fuel. But does that miss the point? It's…
Ethereum is digital oil. Bitcoin is digital gold. Solana is ..
Tesla AI training capacity ramp through end of September (H100 equivalent GPUs):
They’ll debase you into dollar poverty but - Bitcoin is your liferaft. We’re still early.
Your house isn’t worth more, your money is just worth less. Few understand.
If this is true then wow
🇺🇸 More Americans now own #Bitcoin than Gold!
Indeed @TrustlessState
Interesting @CathieDWood is selling $HOOD, $COIN and buying ETH treasury companies Very interesting
At its height, the British Empire governed nearly a quarter of the world’s population and more than 20% of its landmass. 🌍 It expanded through conquest. What followed were centuries of extraction and subjugation, from Bengal to the Caribbean. Amid all that, something strange…
Ethereum is leading on every front - Most decentralized - Most stablecoin value settles on Ethereum - Largest total value locked in DeFi protocols - Ethereum is home for real-world assets migrating onchain As real capital and sovereign actors enter the space, they’ll look for a…
ARKK is up 60% over the past 12 months. Macro fundamentals continue to support the rally. June’s Retail Sales and Industrial Production both beat expectations, reinforcing the view that the U.S. economy is on a recovery path. Industrial production is moving higher. Policy…
The ARK Innovation ETF is up 37% this year. The S&P500 is only up 7%. Meanwhile, over the past 12 months, the S&P500 is up 14%. ARKK is up 60%. The short interest in ARKK right now is the highest it's ever been. What is it these folks are so scared about?
Most systems in our world ask for trust. -Trust the central bank to manage inflation. -Trust the government to preserve your rights. -Trust the bank to safeguard your savings. -Trust the social platform to not censor or sell your data. But trust like that is fragile. And…
What if trust didn’t come from governments, banks, or institutions but from code? Charles Hoskinson sits down with the @ShawnRyanShow to talk about the real meaning of crypto. They explore transparency, power, and how trust is changing the way we interact with the world.
🚨 New from the ARK team: 🧠 Grok 4 leapfrogs ChatGPT with tool-enhanced pretraining 🧬 Chai-2 revolutionises antibody design with 100x efficiency 💰 80,000 BTC moves after 14 years—OP_RETURN mystery deepens 📈 Robinhood launches tokenised stocks & its own Layer 2 Subscribe for…
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“You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.” — Buckminster Fuller
The bitcoin network only produces 450 bitcoin per day. Yesterday alone, bitcoin ETFs bought 10,000 bitcoin. There is unrelenting demand from corporations and institutional investors and that’s colliding with severely limited supply. @dpuellARK @LorenzoARK @rhadiARK
One up that, 125 🫡
Think Bitcoin hits $120,000 by tonight?
I guess the fusion reactor in the sky is reliable after all? 🫣
Solar becomes top source of electricity in California: Over the past 12 months, solar power has become California’s largest source of electricity, a trend likely to continue. dlvr.it/TLrS0p #Photovoltaics #EnergyStorage #RenewableEnergy