Ark Make investments has been placing actual cash the place its mouth is. In a single day, February twelfth, the corporate grabbed stakes in three separate corporations associated to the cryptocurrency house.
In line with transaction disclosures, Ark bought 212,314 shares of Bitmine (valued at roughly $4.2 million), 74,323 shares of Burish (valued at roughly $2.4 million), and 174,767 shares of Robinhood (valued in complete roughly $12.4 million).
These have been no small, deliberate strikes. These have been deliberate bets made throughout a time when Bitcoin was within the doldrums.
Picture: FXEmpire
The numbers inform an disagreeable fact
Bitcoin is down 26% because the starting of the 12 months. In distinction, 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 about $3,180 per troy ounce.
These numbers do not precisely assist the argument to desert the outdated protected haven in favor of the brand new, no less than for now. The hole between what Cathie Wooden believes and what the market is definitely doing has by no means been extra pronounced.
Wooden is not backing down. In a current interview with Bloomberg, the Ark Make investments founder stated Bitcoin is “by far” higher than gold. That is a robust argument for an asset that has spent a lot of this 12 months in decline.
Cathie Wooden: Bitcoin is ‘by far’ higher than gold. pic.twitter.com/38LYF4IcaF
— Altcoin Each day (@AltcoinDaily) February 23, 2026
Her argument just isn’t constructed on this month’s worth chart. It is constructed round the place she thinks cash goes over the subsequent 10 years. In line with studies, he sees Bitcoin as a hedge that works in each inflationary and deflationary conditions, and believes its flexibility can’t be matched by gold.
The youthful era’s cash motion is totally different.
A part of Wooden’s perception comes all the way down to who’s making the acquisitions and who is not. He famous that whereas youthful buyers are more and more selecting digital belongings over bodily bullion, institutional publicity to Bitcoin remains to be being constructed.
BTCUSD buying and selling at $63,634 on the 24-hour chart: TradingView
The gold purchaser base is mature and established. Bitcoin remains to be being fashioned. This distinction is necessary to Wooden as a result of it means that a big portion of Bitcoin’s demand has but to reach. In her interpretation, early adoption means there may be nonetheless an extended approach to go.
Ark’s portfolio displays that view. The bull has emerged because the ninth-largest holding within the agency’s ARKF fund, with a 3.4% weighting price practically $30 million.
Ark additionally holds positions on Block, Circle, and Coinbase. The gathering of those bets paints an image of an organization dedicated to the concept that the worth of corporations associated to cryptocurrencies can be a lot greater within the coming years.
Lengthy-term play in short-term markets
Wooden’s nervousness is actual. To date, gold has received in 2025. Bitcoin is totally different. However Ark’s buying exercise suggests the corporate sees the hole as a window, reasonably than a purpose to exit.
The report stated Wooden and his staff stay targeted on the hiring curve and structural adjustments reasonably than quarterly earnings.
Featured picture by Kanchanara on Unsplash, Charts on TradingView
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