Ark Invest has been placing actual cash the place its mouth is. In a single day — February 12 — the firm snapped up shares throughout three separate firms tied to the crypto house.
According to buying and selling disclosures, Ark purchased 212,314 shares of Bitmine value roughly $4.2 million, 74,323 shares of Bullish valued at about $2.4 million, and 174,767 shares of Robinhood totaling almost $12.4 million.
These weren’t small, cautious strikes. They have been deliberate bets made throughout a stretch when Bitcoin has been dropping floor.
Image: FXEmpire
The Numbers Tell An Uncomfortable Truth
Bitcoin is down 26% thus far this 12 months. Gold, by comparability, has climbed 19% over the identical interval. At the time of writing, Bitcoin was altering fingers at $63,200 whereas gold traded at round $3,180 per troy ounce.
Those figures don’t precisely help the case for dumping the outdated protected haven in favor of the new one — at the very least not proper now. The hole between what Cathie Wood believes and what the market is definitely doing has by no means been extra seen.
Wood isn’t backing down. In a latest Bloomberg interview, the Ark Invest founder known as Bitcoin “hands down” higher than gold — a powerful declare for an asset that has spent most of this 12 months sliding.
Cathie Wood: Bitcoin is “hands down” higher than Gold. pic.twitter.com/38LYF4IcaF
— Altcoin Daily (@AltcoinDaily) February 23, 2026
Her argument isn’t constructed on this month’s value chart. It’s constructed on the place she thinks cash is headed over the following decade. Reports say she views Bitcoin as a hedge that works in each inflationary and deflationary circumstances, a flexibility she believes gold can’t match in the identical means.
Younger Money Is Moving Differently
Part of Wood’s conviction rests on who’s doing the shopping for — and who isn’t. Institutional publicity to Bitcoin continues to be being constructed out, she famous, whereas youthful buyers are more and more selecting digital property over bodily bullion.
BTCUSD buying and selling at $63,634 on the 24-hour chart: TradingView
Gold’s purchaser base is mature and properly established. Bitcoin’s continues to be forming. That distinction issues to Wood as a result of it suggests the majority of Bitcoin’s demand hasn’t arrived but. Early adoption, in her studying, means there’s nonetheless an extended runway forward.
Ark’s portfolio displays that view. Bullish has climbed to the ninth-largest holding within the agency’s ARKF fund, carrying a 3.4% weighting valued at near $30 million.
Ark additionally holds positions in Block, Circle, and Coinbase — a set of bets that collectively paint an image of a agency totally dedicated to the concept that crypto-linked firms will likely be value way more within the years forward.
A Long Game In A Short-Term Market
The pressure Wood is navigating is actual. Gold is profitable 2025 thus far. Bitcoin is just not. But Ark’s shopping for exercise suggests the agency sees that hole not as a motive to drag again, however as a window.
Reports observe that Wood and her group stay centered on adoption curves and structural shifts moderately than quarterly returns.
Featured picture from Kanchanara on Unsplash, chart from TradingView
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