Ark Make investments has been placing its actual cash the place its mouth is. In simply at some point (February 12), the corporate purchased shares in three firms related to the cryptocurrency {industry}.
Based on the deal disclosure, Ark bought 212,314 shares of Bitmine inventory price about $4.2 million, 74,323 shares of Bullish inventory price about $2.4 million, and 174,767 shares of Robinhood inventory price a complete of $12.4 million.
This was not a small, cautious transfer. This was a deliberate guess made whereas Bitcoin was in a downward pattern.
Picture: FXEmpire
Numbers inform an inconvenient fact
Bitcoin is down 26% to date this 12 months. By comparability, gold rose 19% over the identical interval. On the time of this writing, Bitcoin was buying and selling at $63,200 and gold was buying and selling at round $3,180 per troy ounce.
These numbers don't precisely assist the argument for abandoning current protected havens in favor of recent ones. A minimum of not now. The hole between what Cathie Wooden believes and what the market is definitely doing has by no means been clearer.
Wooden isn't backing down. In a latest Bloomberg interview, the Ark Make investments founder stated Bitcoin is best than gold. That's a robust argument for an asset that has been in decline for many of the 12 months.
Cathie Wooden: Bitcoin is “completely” higher than gold. pic.twitter.com/38LYF4IcaF
— Altcoin Every day (@AltcoinDaily) February 23, 2026
Her argument just isn’t primarily based on this month's value chart. That is constructed round the place she thinks cash shall be headed over the following decade. Based on the report, she sees Bitcoin as a hedge that works in each inflationary and deflationary situations, with flexibility that she believes gold can not match in the identical manner.
Younger cash is shifting otherwise.
What Wooden is definite about will depend upon who buys and who doesn't. She famous that whereas institutional publicity to Bitcoin continues to be constructing, youthful buyers are more and more selecting the digital asset over bodily bullion.
BTCUSD buying and selling at $63,634 on the 24-hour chart: TradingView
Gold’s purchaser base is mature and nicely established. Bitcoin continues to be forming. This distinction is vital to Wooden as a result of it suggests that almost all of Bitcoin demand has not but arrived. In her studying, early adoption means there may be nonetheless a protracted technique to go.
Ark's portfolio displays that perspective. Bullish rose to grow to be the ninth-largest holding within the agency's ARKF fund, accounting for a 3.4% share with a worth of practically $30 million.
Ark additionally holds positions at Block, Circle, and Coinbase. It is a assortment of bets that collectively paint an image of an organization totally dedicated to the concept firms linked to cryptocurrencies shall be price far more within the coming years.
Long run play briefly time period markets
The tensions Wooden is exploring are actual. Gold has received in 2025 to date. Bitcoin isn't like that. However Ark's shopping for exercise suggests the corporate sees the hole as a window, not a cause for a pullout.
Based on the report, Wooden and her staff proceed to give attention to adoption curves and structural adjustments fairly than quarterly returns.
Kanchanara Featured Picture on Unsplash, TradingView Chart
enhancing course of for focuses on offering totally researched, correct, and unbiased content material. We adhere to strict sourcing requirements and every web page undergoes diligent assessment by our staff of high know-how consultants and seasoned editors. This course of ensures the integrity, relevance, and worth of the content material for readers.
