Cathie Wood’s ARK Buys Coinbase, Circle and Bullish as Crypto Slides
ARK Invest increased positions in crypto-linked stocks during a sector downturn, with Coinbase identified as a major drag on Q4 ETF performance [1].
ARK Invest purchased shares of Coinbase, Circle and Bullish during a recent market downturn, adding exposure to crypto-linked equities as prices fell across the sector [1][2][4].
The fourth-quarter crypto pullback weighed on ARK’s ETFs, with Coinbase reported as the largest drag on overall performance in that period [1].
According to daily trade disclosures cited by reporting outlets, ARK increased its crypto-stock exposure while trimming some non-crypto technology holdings, a move described as a continued expression of conviction by CEO Cathie Wood amid sector weakness [4][2].
The trades indicate ARK’s strategy of buying into weakness in crypto-related companies, even as those names pressured ETF returns in the prior quarter [1][4].
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Citations
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- 1Cathie Wood’s ARK adds Coinbase, Circle, Bullish as crypto slidesCointelegraph• Jan 25, 2026
- 2ARK Invest Buys Coinbase and Circle as Crypto Stocks SlideCrypto Breaking News• Jan 25, 2026
- 4Cathie Wood Doubles Down on Crypto Stocks as Prices Slide Across the Market36Crypto• Jan 25, 2026
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