Cathie Wood’s ARK Invest Loads Up on Coinbase as Market Falls

Amid a market-wide 1.24% dip in the cryptocurrency market, Cathie Wood’s Ark Invest has decided to expand its crypto-linked equities. Ark Invest specifically targeted shares of Coinbase, Circle, and Bullish as the prices of these entities dropped in the market.

As per Ark’s trade disclosure, the investment manager acquired a total of $9.4 million worth of Coinbase.

Ark Invest Buys Coinbase Shares as Stock Dips

Notably, the Ark Innovation ETF (ARKK) accumulated 38,854 shares of Coinbase Global Inc., with an additional 3,325 shares obtained by the Ark Fintech Innovation ETF (ARKF). On the day of the accumulation, Coinbase shares dropped by 2.77% to close at $216.95.

Besides Coinbase, Ark purchased 129,446 shares of Circle Internet Group valued at $9.2 million. It also added 88,533 shares of Bullish with an investment of $3.2 million. Unlike Coinbase shares, Circle’s did not record a significant change as it only declined by 0.03%.

Bullish, on the other hand, slipped by 2% during the market session to close the day at $35.75.

Ark Invest reordered its portfolio by selling off 12,400 shares of Meta Platforms worth approximately $8.03 million.

Ark Selectively Increase Exposure to Crypto Stocks

Ark Invest has been on a steady accumulation of several tech and crypto=linked stocks since the last quarter of 2025. In the first week of December 2025, Ark Invest bought 28,315 Coinbase shares worth $7.5 million and added them to ARKK.

ARK has consistently made strategic buys during periods of volatility. The investment manager keeps adjusting its buys, ensuring that no single stock represents more than 1% of a fund.

At the time of this purchase, Ark Invest also added shares of Bullish and Robinhood worth $1.8 million and $245,000, respectively.

ARK’s Long-Term Crypto Thesis Remains Firm

Ark Invest has maintained a keen interest in the crypto market with a bullish forecast for its potential. 

According to Ark, the digital asset market could soar to a $28 trillion by 2030, driven by gains in Bitcoin. This bold prediction requires the current crypto market to record a 61% growth over the next five years.

As per the analysis, by 2030, about 20.5 million Bitcoin would have been mined, and if BTC captures approximately 70% of the $28 trillion market, its value could be about $19.6 trillion. So, Ark’s investment in crypto shares is driven by a clear strategy.

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