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 firms associated to the cryptocurrency area.
In accordance 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 whole 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 reality
Bitcoin is down 26% because the starting of the yr. 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 previous protected haven in favor of the brand new, a minimum of 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 yr in decline.
Cathie Wooden: Bitcoin is ‘by far’ higher than gold. pic.twitter.com/38LYF4IcaF
— Altcoin Each day (@AltcoinDaily) February 23, 2026
Her argument 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 accordance 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 technology’s cash motion is completely 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 traders are more and more selecting digital belongings over bodily bullion, institutional publicity to Bitcoin continues 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 continues to be being shaped. 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’s 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 value almost $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 firms associated to cryptocurrencies can be a lot increased 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 completely different. However Ark’s buying exercise suggests the corporate sees the hole as a window, moderately than a motive to exit.
The report stated Wooden and his workforce stay centered on the hiring curve and structural modifications moderately than quarterly earnings.
Featured picture by Kanchanara on Unsplash, Charts on TradingView
