ARK Buys Crypto Stocks as Market Pullback Hits ETFs

Cathie Wood is leaning into the pullback. As crypto-linked stocks sold off, ARK Invest stepped in and added exposure to key names across its ETFs. The buys came as broader market weakness dragged down crypto equities and ETF performance.

ARK Loads Up on Coinbase

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.

Circle and Bullish Also Make the Cut

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.

Trimming Elsewhere

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.

Crypto Weakness Has Hit ARK Hard

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.

Big Picture: ARK Is Still Very Bullish

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.

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