Ark Invest, the investment firm of the prominent tech investor Cathie Wood, doubles down on its exposure to crypto exchange Coinbase and BitMine, the two major crypto-linked stocks. This move was followed by Bitcoin’s weekend slide to its lowest price since 2024. At a time when most of the investors are pulling back as the crypto markets crash, Ark Invest increases its stake. Thus, marking an unwavering confidence in the long-term growth of digital assets and blockchain infrastructure.
The firm acquired more than $8.7 million worth of shares in the circle and more than $6 million of BitMine on Monday across its actively managed ETFs. Ark Invest also added its position in crypto exchanges like Coinbase (COIN), Bullish (BLSH), Solana treasury firm Brera Holdings (SLMT), and its own spot Bitcoin ETF (ARKB). It is now maintaining nearly $248 million worth of CRCL and $228 million of BMNR.
Ark Invest’s Strategic Plan
Shares in the Circle and BitMine were both down yesterday, falling more than 20% in the last five trading days. These respective slides mirror those of other crypto-related equities such as Coinbase and Bullish, dropping 15.74% and 23%, respectively, over the last week of trading.
Ark’s purchases are not just isolated moves but a strategic plan to maximise profit at the time of market weakness. The firm has consistently added to crypto-related positions during extreme periods of market turbulence. The latest Ark acquisition follows a string of purchases from the fall, in which the firm stashed crypto-related equities, despite the falling price. For instance, in November, Ark Invest purchased more than $9 million in shares of the BMNR as it was trading around $38. The stock is now trading around $21.78, its lowest mark since last July when BitMine announced that it was embracing an Ethereum treasury strategy, sending the stock up more than 400% in a single day.
Ark had also contributed to its spot Bitcoin product, the ARK 21Shares Bitcoin ETF, even at the time when the prices were retracing. Furthermore, as of early February 2026, Ark Investment Management oversees roughly $16.8 billion in assets, with Ark ETF accounting for about $6.98 billion. In Ark Invest’s Q4 2025, Coinbase delivered the largest quarterly drag, as crypto market volatility sent the exchange’s shares sharply lower, weighing on Cathie Wood’s flagship ETF.
Wood Reaffirms Long-Term Bitcoin Conviction
Wood has maintained an outspoken bullish stance on BTC, predicting the prices of top crypto assets reaching as high as $1.2 million per coin by 2030. This represents a 20% revision from her previous estimate of $1.5 million on account of the growing rise of stablecoin adoption.
Ark Invest’s real strategy is to deepen its long-term structural bet on digital assets and blockchain adoption by increasing the exposure to crypto-linked equities and Bitcoin during the market dips. Rather than short-term trading, Ark is aiming to integrate blockchain infrastructure into traditional finance, positioning Bitcoin as a core institutional asset by backing companies such as Coinbase, Robinhood, Circle, and Block.
