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Bitcoin Updates: ARK Bucks Crypto Slump, Increases Holdings in CoreWeave and Bullish Stocks

Bitcoin Updates: ARK Bucks Crypto Slump, Increases Holdings in CoreWeave and Bullish Stocks

Bitget-RWA2025/11/26 04:30
By:Bitget-RWA

- ARK Invest boosted crypto stock holdings by $39M in late 2025, acquiring CoreWeave , Circle , and Bullish amid market declines. - The firm's $31. 3M CoreWeave stake highlights confidence in AI cloud infrastructure, despite the company's widening losses amid rapid scaling. - Contrary to $3.79B crypto ETF outflows and Bitcoin's "death cross," ARK's "buy the dip" strategy reflects long-term optimism about crypto infrastructure. - Mixed reactions emerged as analysts warned about CoreWeave's debt risks, while

ARK Invest Boosts Crypto-Related Stock Portfolio During Market Downturn

Cathie Wood's

Invest is ramping up its investments in crypto-focused stocks despite a widespread market decline, recently in firms such as , Circle, and Bullish at the end of November 2025. This strategy stands in contrast to the broader cryptocurrency market, where and U.S. spot ETFs experienced unprecedented outflows, including a single-day $523 million withdrawal from BlackRock's IBIT. ARK's so-called "buy the dip" approach signals its enduring confidence in crypto infrastructure, even as short-term volatility persists.

The largest recent transaction for the firm involved a $31.3 million investment in

(NASDAQ: CRWV), reflecting strong faith in the AI cloud infrastructure sector. CoreWeave's has strengthened its leadership in energy-demanding AI computing, with ARK accumulating over 788,000 shares since late October. Experts point out that this acquisition eliminates leasing expenses and secures vital resources, giving CoreWeave a competitive advantage over companies like Microsoft and Amazon. Although revenue soared by 210.3% year-over-year to $1.21 billion in Q2 2025, as it expands quickly.

ARK has also grown its holdings in crypto infrastructure companies BitMine Immersion Technologies (BMNR) and Bullish (BLSH),

in shares, respectively. The (ARKK) now owns 1.16 million Bullish shares, valued at $73.85 million . These moves are part of ARK's broader shift toward blockchain and digital assets, even as it such as GitLab (GTLB), offloading over $26.8 million in shares in a single day. This reduction highlights doubts about the short-term prospects of the tech sector, contrasting with ARK's optimistic outlook on AI and crypto.

The overall market environment has been tough. In November, there was

from U.S. crypto ETFs, and Bitcoin's fourth "death cross" technical signal has added to the negative sentiment. Nevertheless, ARK's acquisitions indicate it sees the downturn as a buying opportunity. Wood recently by 2030, down from $1.5 million but still showing strong belief. The firm also boosted its stakes in Coinbase (COIN) and Robinhood (HOOD), in the adoption of cryptocurrencies.

ARK's strategy has sparked a range of opinions. Some analysts commend its bold approach, while others point to risks such as CoreWeave's narrowing profit margins and significant debt

. The firm's future performance will depend on whether the crypto sector recovers or continues to decline. Meanwhile, alternative cryptocurrencies like (SOL) and in new ETF investments, respectively, as investors look for options beyond Bitcoin.

As ARK keeps adjusting its investment portfolio, its actions underscore a widening gap in institutional attitudes. While BlackRock and others interpret outflows as declining interest, Wood's team remains committed to long-term expansion,

the next era of digital progress.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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