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ARK Invest added approximately $600,000 to its Bitcoin ETF holdings on Friday, expanding its crypto exposure even as U.S. spot Bitcoin ETFs recorded their second-largest daily outflow on record.
The firm, led by Cathie Wood, also purchased roughly $2 million in Bullish shares alongside positions in Circle, BitMine and Robinhood—signaling conviction in digital assets while the broader market faces a sharp correction.
The buying spree comes as Bitcoin touched seven-month lows near $80,000 and the 12 U.S. spot Bitcoin ETFs collectively shed $1 billion in a single day.
The largest chunk of ARK’s weekly activity came from its rapid expansion into Bullish, where the ARK Innovation ETF (ARKK), ARK Fintech Innovation ETF (ARKF) and ARK Next Generation Internet ETF (ARKW) collectively purchased roughly $2 million worth of shares.
The aggressive move followed Bullish’s 5.75% gain on the day — its strongest single-session recovery this month.
“Bullish’s rebound reflects the market’s resilience after several turbulent weeks, and ARK’s increased exposure shows a clear conviction in long-term exchange infrastructure growth,” said Adam Cochran, partner at Cinneamhain Ventures, in a commentary on Friday.
One of the most notable moves came from ARK’s direct Bitcoin ETF positioning. ARK Invest boosted its ARK Bitcoin ETF holdings by nearly $600,000, primarily through new purchases of the ARK 21Shares Bitcoin ETF (ARKB).
The ARKF and ARKW funds collectively added more than 20,000 ARKB shares, reinforcing ARK’s belief in Bitcoin’s resilience.
This surge in ARK Bitcoin ETF holdings comes at a time when the broader U.S. spot Bitcoin ETF market is suffering one of its sharpest downturns since inception.
On Thursday, the 12 U.S. spot Bitcoin ETFs recorded a staggering $1 billion in net outflows, their second-largest daily withdrawal ever.
Despite this, ARK took the contrarian route.
“ARK has a high-conviction approach. When others panic, they accumulate. This week’s ARK Bitcoin ETF holdings increase is another example of their long-term thesis on Bitcoin,” noted Eric Balchunas, senior ETF analyst at Bloomberg.
Beyond its ARK Bitcoin ETF holdings, ARK continued diversifying into blockchain infrastructure through BitMine, scooping up approximately $830,000 across ARKF, ARKK and ARKW. BitMine ended the day slightly lower but stayed within its established trading range of $26.
ARK also made smaller strategic allocations to Circle and Robinhood — acquiring 3,529 Circle shares worth $250,000and roughly $200,000 in Robinhood stock. Circle rallied more than 6%, boosted by expanding global USDC adoption.
Crypto strategist Noelle Acheson commented:
“These measured but consistent buys mirror ARK’s broader thesis: decentralized finance, stablecoin issuers and digital-asset infrastructure remain core to the next wave of financial innovation.”
Friday’s boost in ARK Bitcoin ETF holdings came on the heels of an even bigger Thursday accumulation. ARK executed its largest daily crypto-adjacent purchases of the week, including:
The combination of Thursday’s heavy buys and Friday’s increased ARK Bitcoin ETF holdings suggests ARK Invest is reloading for a potential fourth-quarter crypto resurgence.
If the market is fearful, ARK is doing the opposite. With ARK Bitcoin ETF holdings rising even in the face of record ETF outflows, Cathie Wood is signaling strong long-term conviction.
This week’s aggressive accumulation across Bitcoin ETFs, exchanges, mining infrastructure and fintech platforms paints a decisive picture:
ARK Invest believes the next leg of the crypto cycle is closer than the market thinks.
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