Tech-focused asset manager ARK Invest has taken advantage of the recent downturn in crypto-related equities, purchasing a combined $43.5 million in shares across several digital asset companies over the past three trading days.
根据 ARK Invest 的数据，自周四以来，该公司额外收购了 122,544 股 Coinbase (COIN) 股票，价值约 1860 万美元。同期，该公司还增持了 169,777 股 Circle (CRCL) 股票，价值约 1,290 万美元。
Further investments included nearly $5.2 million in shares of crypto exchange Bullish (BLSH) and $5.12 million in brokerage platform Robinhood (HOOD), which has recently expanded its footprint in crypto tokenization.周一，ARK 购买了加密货币友好型 Neobank SoFi Technologies (SOFI) 价值 169 万美元的股票。
这些举措发生之际，投资者对加密货币相关股票的情绪已经转为看跌。过去一个月，CRCL、COIN和BLSH分别下跌27.6%、16.9%和26.3%。比特币 (BTC) 也跌至近两年低点 58,190 美元，而对 11 月美国中期选举之前通过《清晰法案》的乐观情绪已经减弱。
这些新持仓中的大部分分配给了 ARK 的旗舰 ARK Innovation ETF (ARKK)，另外还分配给了 ARK Next Generation Internet ETF (ARKW) 和 ARK Blockchain & Fintech Innovation ETF (ARKF)。
Beyond crypto assets, ARK also increased its stakes in SpaceX (SPCX) and software intelligence firm Palantir (PLTR) over the same three-day window. Conversely, the firm reduced positions in Alibaba (BABA), Roku (ROKU), Strata Critical Medical (SRTA), and several other companies.