ARK isn’t backing away from crypto. It’s doubling down, especially when prices fall.
ARK used the dip to increase its Coinbase position. The ARK Innovation ETF (ARKK) bought 38,854 Coinbase shares. ARK Fintech Innovation ETF (ARKF) added another 3,325 shares.
In total, ARK picked up about $9.4 million worth of Coinbase stock. Shares ended the day down roughly 2.8%, closing at $216.95.
Coinbase wasn’t the only target. ARK added 129,446 shares of Circle Internet Group across ARKK and ARKF, worth about $9.2 million. Circle’s stock barely moved on the day.
The firm also bought 88,533 shares of Bullish, investing around $3.2 million. Bullish shares fell about 2% and closed at $35.75.
While adding crypto exposure, ARK reduced risk in other areas. The firm sold 12,400 shares of Meta, cutting roughly $8 million from that position. This suggests a rotation rather than fresh capital coming into the portfolio.
The buying spree comes after a tough period. During Q4 2025, falling crypto prices weighed heavily on ARK’s ETFs. Crypto-related stocks were one of the biggest drags on performance.
Coinbase was the largest contributor to losses across ARKK, ARKF, and ARKW. ARK noted that Coinbase underperformed Bitcoin and Ether as centralized exchange trading volumes fell following October’s liquidation event.
Despite short-term pain, ARK’s long-term outlook hasn’t changed. The firm believes the crypto market could reach $28 trillion by 2030, growing at a 61% annual rate. Bitcoin is expected to make up about 70% of that value.
Based on those assumptions, ARK sees Bitcoin trading near $1 million by the end of the decade, driven by ETF demand, corporate adoption, and growing institutional participation.
Bottom line: ARK isn’t backing away from crypto. It’s doubling down, especially when prices fall.
The information provided by Altcoin Buzz is not financial advice. It is intended solely for educational, entertainment, and informational purposes. Any opinions or strategies shared are those of the writer/reviewers, and their risk tolerance may differ from yours. We are not liable for any losses you may incur from investments related to the information given. Bitcoin and other cryptocurrencies are high-risk assets; therefore, conduct thorough due diligence. Copyright Altcoin Buzz Pte Ltd.
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LATEST: 💰 Ark Invest purchased $21.5 million worth of shares of Coinbase, Circle and Bullish on Friday, adding exposure to crypto-linked equities across its ETFs.
