Ark Invest continued its push into crypto-linked equities this week, adding more Coinbase shares as founder and CEO Cathie Wood voiced confidence that current market pressures may soon ease.
According to the firm’s Wednesday trade filing, three of Ark’s funds ARK Innovation (ARKK), ARK Next Generation Internet (ARKW), and ARK Fintech Innovation (ARKF) bought a combined 62,166 shares of Coinbase, totaling about 16.47 million dollars. The move expands what is already one of ARKK’s core holdings. Coinbase is the fund’s fifth-largest position, valued at roughly 392 million dollars and representing about 5.2 percent of its portfolio.
Coinbase stock closed Wednesday at 264.97 dollars, up more than 4 percent on the day, though it remains down nearly 27 percent over the past month. Ark also added 39,400 shares of the Ark-21Shares Bitcoin ETF, worth about 1.17 million dollars, across ARKW and ARKF.
In this recent webinar, I discuss why the liquidity squeeze that has hit #AI and #crypto will reverse in the next few weeks, something the markets seemed to buy, and why AI is not in a bubble. The 123% increase noted below was in Palantir’s US commercial business last qtr.
— Cathie Wood (@CathieDWood) November 26, 2025
Watch… https://t.co/GdBZtEQcxM
These trades reflect a broader buying streak from Ark, which has been increasing exposure to crypto-focused companies such as BitMine, Bullish, Circle, and Robinhood after a recent pullback in the sector.
Cathie Wood sees a shift ahead
In a post on X, Wood said she believes the liquidity squeeze weighing on both crypto and AI markets is temporary. She referenced comments from a mid-November webinar in which she outlined why she expects conditions to improve in the coming weeks.
Wood pointed to three factors behind her outlook. She expects the Federal Reserve to end quantitative tightening at its December 10 meeting. She also anticipates that market liquidity will slowly rebound following the resolution of the U.S. government shutdown. And she predicts another Fed rate cut next month.
Inflation, she noted, has already eased based on the movement of the 10-year Treasury yield. She added that technological progress continues to push deflationary forces into the economy, which she believes could lead to a more meaningful break in inflation next year once tariff effects fade.
