Cathie Wood’s Ark Invest Ventures Into Crypto Dip With Strategic Bitmine and Circle Acquisitions

By: crypto insight|2026/02/05 05:00:02

Key Takeaways

Ark Invest’s Strategic Purchases: Cathie Wood’s Ark Invest capitalizes on a crypto slump by investing in Bitmine Immersion Technologies and Circle Internet Group to enhance its digital asset portfolio.
Market Environment Context: These acquisitions occur amid a challenging market phase, characterized by Bitcoin dropping below $80,000, testing investors’ risk appetite.
Long-Term Vision: Ark’s strategy aligns with their belief in cryptocurrency’s substantial growth potential, forecasting the sector to potentially reach $28 trillion by 2030.
Continued Market Confidence: Despite the volatile market, Ark’s ongoing investments reflect a deep-seated confidence in the long-term resilience of cryptocurrencies.

WEEX Crypto News, 2026-02-04 16:04:58

In the sprawling landscape of cryptocurrency investment, Cathie Wood’s Ark Invest has emerged as a significant player, steering its course through the tumultuous waters of digital finance. As Bitcoin hovered in the mid-$70,000 range and investor sentiment remained fragile, Ark Invest boldly fortified its investment strategy with substantial acquisitions in the crypto sphere. Despite the prevailing market setbacks, Ark’s investment approach, rooted in an unwavering belief in the future of digital assets, remains robust and forward-thinking.

Ark Invest’s Calculated Moves Amidst Market Dips

Ark Invest’s recent maneuver to increase its position during a notable crypto downturn underscores its commitment to the sector’s potential. With Bitcoin momentarily dipping below the $80,000 mark, many investors would consider this a time for caution. However, Ark’s strategy reflects its long-term vision and readiness to seize what it views as opportune moments in the market downturn.

Bitmine Immersion and Circle Internet Group Investments

The firm’s recent trade disclosures revealed strategic investments of approximately $3.25 million in Bitmine Immersion Technologies. As a company intricately linked to the broader cryptocurrency ecosystem, Bitmine has mirrored the sector’s trajectories, providing Ark a gateway into crypto-fueled opportunities. These acquisitions are part of a larger strategic calculus, intended to harness the evolving dynamics of digital finance.

In parallel, Ark bolstered its portfolio with an additional $2.4 million investment in Circle Internet Group. Known for its innovative role in developing financial technology solutions, including stablecoins, Circle represents a pivotal element in Ark’s diversified approach. The firm’s endorsement of Circle reflects confidence in the firm’s potential amidst the evolving financial market trends.

Acquisitions Reflecting Long-Term Beliefs Amid Short-Term Volatility

Ark’s investment policy is not merely reactionary but a calculated strategy aligned with its broader market thesis. Despite the current phase marked by a reduction in leverage and hesitative risk appetites, Ark identifies value in the dips that many might overlook. Their willingness to increase crypto-exposure reflects a belief that present market volatility may indeed herald future market strength.

Continuous Pursuit of Promising Ventures

Ark’s strategic purchases this week closely followed another significant investment wave. Earlier filings identified a notable injection of $24.8 million into crypto-connected stocks, with Robinhood and Bitmine standing prominently. These actions underscore a profound market belief, with every share acquisition an emblem of steadfast optimism in digital innovation.

Ark’s portfolio adjustment included acquiring approximately 235,077 shares of Robinhood, a move valued at roughly $21.1 million. This step expands their footprint in financial technology, driven by Robinhood’s growing influence in democratized investing. Parallelly, approximately 274,358 shares of Bitmine have been absorbed into Ark’s ecosystem, an investment that represents nearly $6.2 million.

Long-Term Crypto Investment: A Strategic Blueprint

The rationale steering Ark’s investment trajectory is deeply entrenched in a sound long-term thesis. According to Ark’s expansive Big Ideas 2026 report, the firm predicts an annual industry expansion rate nearing 61%, projecting the market to burgeon to $28 trillion by the dawn of the next decade. Such conviction finds its roots in meticulous analyses that highlight the transformative potential of crypto technologies.

Bitcoin’s Dominant Role in Future Prospects

Ark’s vision places Bitcoin as a linchpin in the anticipated growth panorama. Predicting Bitcoin’s potential to capture a commanding 70% slice of the market, Ark aligns its strategy towards assets that promise extensive influence. However, it also acknowledges the integral roles of emerging smart contract networks such as Ethereum and Solana in bridging technological advancements with market dynamics.

The market’s uncertain scenarios, coupled with thinning liquidity and conspicuous volatility, seldom deter Ark. Instead, these are seen as avenues to incorporate volatility into Ark’s expansive strategy, transforming market disturbances into avenues of growth.

Enhancing Brand Alignment with Ark’s Strategy

While Ark navigates through these complex financial territories, its strategy correlates with a broader objective to harmonize with evolving consumer and market needs. Aligning investment opportunities with a strategic brand narrative, Ark strives not only for monetary gain but also for setting benchmarks in how companies can evolve with emergent technologies.

Ark’s investments into blockchain-centric entities highlight its vision extending beyond mere financial yields, encompassing brand reputation and credibility in its approach. By focusing on socially relevant technologies concurrently characterized by economic viability, Ark Invest reinforces its image as a forward-thinking enterprise poised to redefine finance.

Conclusion: Navigating Uncertainty with Confidence

In light of overarching economic uncertainties, Ark Invest’s actions emerge as symbols of enduring confidence amidst volatility. The firm’s transactions encapsulate a belief in transformative market potentials hitherto not fully realized but poised to redefine financial landscapes.

As the crypto domain continues its unpredictable trajectory, Ark Invest remains undeterred, its strategies radiating conviction and calculated foresight. With a steadfast belief in cryptocurrencies’ potential, Cathie Wood’s vision propels Ark Invest to continue exploring diverse investment channels, shaping a roadmap fueled by innovation and strategic acumen.

FAQs

What is the significance of Ark Invest’s recent acquisitions in the crypto sector?

Ark Invest’s recent acquisitions, including investments in Bitmine Immersion Technologies and Circle Internet Group, highlight its strategic approach to capitalizing on market downturns. By increasing its exposure to these crypto-related assets, Ark underscores its commitment to the long-term potential of digital currencies and associated technologies.

How does Ark Invest view the current crypto market environment?

Ark Invest perceives current market volatility as an opportunity rather than a setback. Believing in the inherent growth potential of cryptocurrencies, their strategic investments are poised to leverage temporary market dips for significant future gains.

What future market growth does Ark Invest anticipate in the crypto sector?

According to Ark’s Big Ideas 2026 report, the firm anticipates significant growth within the crypto sector. Predicting an annual growth rate of approximately 61%, Ark envisions the market reaching $28 trillion by 2030, with Bitcoin playing a central role.

How does Bitcoin factor into Ark’s investment strategy?

Bitcoin is central to Ark’s investment outlook, with expectations for it to account for about 70% of the crypto market. Their strategy actively incorporates assets tied to Bitcoin, ensuring significant stakes in its future trajectory.

What broader objectives does Ark pursues beyond financial investments?

Beyond monetary returns, Ark Invest focuses on aligning its strategy with broader market changes and consumer expectations. By investing in technologies with transformative potential, Ark emphasizes its role not only as an investor but as an innovator in redefining financial landscapes.

Foreword: Today, the People's Bank of China's website published the "Notice of the People's Bank of China, National Development and Reform Commission, Ministry of Industry and Information Technology, Ministry of Public Security, State Administration for Market Regulation, China Banking and Insurance Regulatory Commission, China Securities Regulatory Commission, State Administration of Foreign Exchange on Further Preventing and Dealing with Risks Related to Virtual Currency and Others (Yinfa [2026] No. 42)", the latest regulatory requirements from the eight departments including the central bank, which are basically consistent with the regulatory requirements of recent years. The main focus of the regulation is on speculative activities such as virtual currency trading, exchanges, ICOs, overseas platform services, and this time, regulatory oversight of RWA has been added, explicitly prohibiting RWA tokenization, stablecoins (especially those pegged to the RMB). The following is the full text:

To the people's governments of all provinces, autonomous regions, and municipalities directly under the Central Government, the Xinjiang Production and Construction Corps:

Recently, there have been speculative activities related to virtual currency and Real-World Assets (RWA) tokenization, disrupting the economic and financial order and jeopardizing the property security of the people. In order to further prevent and address the risks related to virtual currency and Real-World Assets tokenization, effectively safeguard national security and social stability, in accordance with the "Law of the People's Republic of China on the People's Bank of China," "Law of the People's Republic of China on Commercial Banks," "Securities Law of the People's Republic of China," "Law of the People's Republic of China on Securities Investment Funds," "Law of the People's Republic of China on Futures and Derivatives," "Cybersecurity Law of the People's Republic of China," "Regulations of the People's Republic of China on the Administration of Renminbi," "Regulations on Prevention and Disposal of Illegal Fundraising," "Regulations of the People's Republic of China on Foreign Exchange Administration," "Telecommunications Regulations of the People's Republic of China," and other provisions, after reaching consensus with the Cyberspace Administration of China, the Supreme People's Court, and the Supreme People's Procuratorate, and with the approval of the State Council, the relevant matters are notified as follows:

I. Clarify the essential attributes of virtual currency, Real-World Assets tokenization, and related business activities

(I) Virtual currency does not possess the legal status equivalent to fiat currency. Virtual currencies such as Bitcoin, Ether, Tether, etc., have the main characteristics of being issued by non-monetary authorities, using encryption technology and distributed ledger or similar technology, existing in digital form, etc. They do not have legal tender status, should not and cannot be circulated and used as currency in the market.

The business activities related to virtual currency are classified as illegal financial activities. The exchange of fiat currency and virtual currency within the territory, exchange of virtual currencies, acting as a central counterparty in buying and selling virtual currencies, providing information intermediary and pricing services for virtual currency transactions, token issuance financing, and trading of virtual currency-related financial products, etc., fall under illegal financial activities, such as suspected illegal issuance of token vouchers, unauthorized public issuance of securities, illegal operation of securities and futures business, illegal fundraising, etc., are strictly prohibited across the board and resolutely banned in accordance with the law. Overseas entities and individuals are not allowed to provide virtual currency-related services to domestic entities in any form.

A stablecoin pegged to a fiat currency indirectly fulfills some functions of the fiat currency in circulation. Without the consent of relevant authorities in accordance with the law and regulations, any domestic or foreign entity or individual is not allowed to issue a RMB-pegged stablecoin overseas.

（II）Tokenization of Real-World Assets refers to the use of encryption technology and distributed ledger or similar technologies to transform ownership rights, income rights, etc., of assets into tokens (tokens) or other interests or bond certificates with token (token) characteristics, and carry out issuance and trading activities.

Engaging in the tokenization of real-world assets domestically, as well as providing related intermediary, information technology services, etc., which are suspected of illegal issuance of token vouchers, unauthorized public offering of securities, illegal operation of securities and futures business, illegal fundraising, and other illegal financial activities, shall be prohibited; except for relevant business activities carried out with the approval of the competent authorities in accordance with the law and regulations and relying on specific financial infrastructures. Overseas entities and individuals are not allowed to illegally provide services related to the tokenization of real-world assets to domestic entities in any form.

II. Sound Work Mechanism

(III) Inter-agency Coordination. The People's Bank of China, together with the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Public Security, the State Administration for Market Regulation, the China Banking and Insurance Regulatory Commission, the China Securities Regulatory Commission, the State Administration of Foreign Exchange, and other departments, will improve the work mechanism, strengthen coordination with the Cyberspace Administration of China, the Supreme People's Court, and the Supreme People's Procuratorate, coordinate efforts, and overall guide regions to carry out risk prevention and disposal of virtual currency-related illegal financial activities.

The China Securities Regulatory Commission, together with the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Public Security, the People's Bank of China, the State Administration for Market Regulation, the China Banking and Insurance Regulatory Commission, the State Administration of Foreign Exchange, and other departments, will improve the work mechanism, strengthen coordination with the Cyberspace Administration of China, the Supreme People's Court, and the Supreme People's Procuratorate, coordinate efforts, and overall guide regions to carry out risk prevention and disposal of illegal financial activities related to the tokenization of real-world assets.

(IV) Strengthening Local Implementation. The people's governments at the provincial level are overall responsible for the prevention and disposal of risks related to virtual currencies and the tokenization of real-world assets in their respective administrative regions. The specific leading department is the local financial regulatory department, with participation from branches and dispatched institutions of the State Council's financial regulatory department, telecommunications regulators, public security, market supervision, and other departments, in coordination with cyberspace departments, courts, and procuratorates, to improve the normalization of the work mechanism, effectively connect with the relevant work mechanisms of central departments, form a cooperative and coordinated working pattern between central and local governments, effectively prevent and properly handle risks related to virtual currencies and the tokenization of real-world assets, and maintain economic and financial order and social stability.

III. Strengthened Risk Monitoring, Prevention, and Disposal

(5) Enhanced Risk Monitoring. The People's Bank of China, China Securities Regulatory Commission, National Development and Reform Commission, Ministry of Industry and Information Technology, Ministry of Public Security, State Administration of Foreign Exchange, Cyberspace Administration of China, and other departments continue to improve monitoring techniques and system support, enhance cross-departmental data analysis and sharing, establish sound information sharing and cross-validation mechanisms, promptly grasp the risk situation of activities related to virtual currency and real-world asset tokenization. Local governments at all levels give full play to the role of local monitoring and early warning mechanisms. Local financial regulatory authorities, together with branches and agencies of the State Council's financial regulatory authorities, as well as departments of cyberspace and public security, ensure effective connection between online monitoring, offline investigation, and fund tracking, efficiently and accurately identify activities related to virtual currency and real-world asset tokenization, promptly share risk information, improve early warning information dissemination, verification, and rapid response mechanisms.

(6) Strengthened Oversight of Financial Institutions, Intermediaries, and Technology Service Providers. Financial institutions (including non-bank payment institutions) are prohibited from providing account opening, fund transfer, and clearing services for virtual currency-related business activities, issuing and selling financial products related to virtual currency, including virtual currency and related financial products in the scope of collateral, conducting insurance business related to virtual currency, or including virtual currency in the scope of insurance liability. Financial institutions (including non-bank payment institutions) are prohibited from providing custody, clearing, and settlement services for unauthorized real-world asset tokenization-related business and related financial products. Relevant intermediary institutions and information technology service providers are prohibited from providing intermediary, technical, or other services for unauthorized real-world asset tokenization-related businesses and related financial products.

(7) Enhanced Management of Internet Information Content and Access. Internet enterprises are prohibited from providing online business venues, commercial displays, marketing, advertising, or paid traffic diversion services for virtual currency and real-world asset tokenization-related business activities. Upon discovering clues of illegal activities, they should promptly report to relevant departments and provide technical support and assistance for related investigations and inquiries. Based on the clues transferred by the financial regulatory authorities, the cyberspace administration, telecommunications authorities, and public security departments should promptly close and deal with websites, mobile applications (including mini-programs), and public accounts engaged in virtual currency and real-world asset tokenization-related business activities in accordance with the law.

(8) Strengthened Entity Registration and Advertisement Management. Market supervision departments strengthen entity registration and management, and enterprise and individual business registrations must not contain terms such as "virtual currency," "virtual asset," "cryptocurrency," "crypto asset," "stablecoin," "real-world asset tokenization," or "RWA" in their names or business scopes. Market supervision departments, together with financial regulatory authorities, legally enhance the supervision of advertisements related to virtual currency and real-world asset tokenization, promptly investigating and handling relevant illegal advertisements.

（IX） Continued Rectification of Virtual Currency Mining Activities. The National Development and Reform Commission, together with relevant departments, strictly controls virtual currency mining activities, continuously promotes the rectification of virtual currency mining activities. The people's governments of various provinces take overall responsibility for the rectification of "mining" within their respective administrative regions. In accordance with the requirements of the National Development and Reform Commission and other departments in the "Notice on the Rectification of Virtual Currency Mining Activities" (NDRC Energy-saving Building [2021] No. 1283) and the provisions of the "Guidance Catalog for Industrial Structure Adjustment (2024 Edition)," a comprehensive review, investigation, and closure of existing virtual currency mining projects are conducted, new mining projects are strictly prohibited, and mining machine production enterprises are strictly prohibited from providing mining machine sales and other services within the country.

（X） Severe Crackdown on Related Illegal Financial Activities. Upon discovering clues to illegal financial activities related to virtual currency and the tokenization of real-world assets, local financial regulatory authorities, branches of the State Council's financial regulatory authorities, and other relevant departments promptly investigate, determine, and properly handle the issues in accordance with the law, and seriously hold the relevant entities and individuals legally responsible. Those suspected of crimes are transferred to the judicial authorities for processing according to the law.

（XI） Severe Crackdown on Related Illegal and Criminal Activities. The Ministry of Public Security, the People's Bank of China, the State Administration for Market Regulation, the China Banking and Insurance Regulatory Commission, the China Securities Regulatory Commission, as well as judicial and procuratorial organs, in accordance with their respective responsibilities, rigorously crack down on illegal and criminal activities related to virtual currency, the tokenization of real-world assets, such as fraud, money laundering, illegal business operations, pyramid schemes, illegal fundraising, and other illegal and criminal activities carried out under the guise of virtual currency, the tokenization of real-world assets, etc.

（XII） Strengthen Industry Self-discipline. Relevant industry associations should enhance membership management and policy advocacy, based on their own responsibilities, advocate and urge member units to resist illegal financial activities related to virtual currency and the tokenization of real-world assets. Member units that violate regulatory policies and industry self-discipline rules are to be disciplined in accordance with relevant self-regulatory management regulations. By leveraging various industry infrastructure, conduct risk monitoring related to virtual currency, the tokenization of real-world assets, and promptly transfer issue clues to relevant departments.

IV. Strict Supervision of Domestic Entities Engaging in Overseas Business Activities

（XIII） Without the approval of relevant departments in accordance with the law and regulations, domestic entities and foreign entities controlled by them may not issue virtual currency overseas.

（XIV） Domestic entities engaging directly or indirectly in overseas external debt-based tokenization of real-world assets, or conducting asset securitization activities abroad based on domestic ownership rights, income rights, etc. (hereinafter referred to as domestic equity), should be strictly regulated in accordance with the principles of "same business, same risk, same rules." The National Development and Reform Commission, the China Securities Regulatory Commission, the State Administration of Foreign Exchange, and other relevant departments regulate it according to their respective responsibilities. For other forms of overseas real-world asset tokenization activities based on domestic equity by domestic entities, the China Securities Regulatory Commission, together with relevant departments, supervise according to their division of responsibilities. Without the consent and filing of relevant departments, no unit or individual may engage in the above-mentioned business.

(15) Overseas subsidiaries and branches of domestic financial institutions providing Real World Asset Tokenization-related services overseas shall do so legally and prudently. They shall have professional personnel and systems in place to effectively mitigate business risks, strictly implement customer onboarding, suitability management, anti-money laundering requirements, and incorporate them into the domestic financial institutions' compliance and risk management system. Intermediaries and information technology service providers offering Real World Asset Tokenization services abroad based on domestic equity or conducting Real World Asset Tokenization business in the form of overseas debt for domestic entities directly or indirectly venturing abroad must strictly comply with relevant laws and regulations. They should establish and improve relevant compliance and internal control systems in accordance with relevant normative requirements, strengthen business and risk control, and report the business developments to the relevant regulatory authorities for approval or filing.

V. Strengthen Organizational Implementation

(16) Strengthen organizational leadership and overall coordination. All departments and regions should attach great importance to the prevention of risks related to virtual currencies and Real World Asset Tokenization, strengthen organizational leadership, clarify work responsibilities, form a long-term effective working mechanism with centralized coordination, local implementation, and shared responsibilities, maintain high pressure, dynamically monitor risks, effectively prevent and mitigate risks in an orderly and efficient manner, legally protect the property security of the people, and make every effort to maintain economic and financial order and social stability.

(17) Widely carry out publicity and education. All departments, regions, and industry associations should make full use of various media and other communication channels to disseminate information through legal and policy interpretation, analysis of typical cases, and education on investment risks, etc. They should promote the illegality and harm of virtual currencies and Real World Asset Tokenization-related businesses and their manifestations, fully alert to potential risks and hidden dangers, and enhance public awareness and identification capabilities for risk prevention.

VI. Legal Responsibility

(18) Engaging in illegal financial activities related to virtual currencies and Real World Asset Tokenization in violation of this notice, as well as providing services for virtual currencies and Real World Asset Tokenization-related businesses, shall be punished in accordance with relevant regulations. If it constitutes a crime, criminal liability shall be pursued according to the law. For domestic entities and individuals who knowingly or should have known that overseas entities illegally provided virtual currency or Real World Asset Tokenization-related services to domestic entities and still assisted them, relevant responsibilities shall be pursued according to the law. If it constitutes a crime, criminal liability shall be pursued according to the law.

(19) If any unit or individual invests in virtual currencies, Real World Asset Tokens, and related financial products against public order and good customs, the relevant civil legal actions shall be invalid, and any resulting losses shall be borne by them. If there are suspicions of disrupting financial order and jeopardizing financial security, the relevant departments shall deal with them according to the law.

This notice shall enter into force upon the date of its issuance. The People's Bank of China and ten other departments' "Notice on Further Preventing and Dealing with the Risks of Virtual Currency Trading Speculation" (Yinfa [2021] No. 237) is hereby repealed.

Former Partner's Perspective on Multicoin: Kyle's Exit, But the Game He Left Behind Just Getting Started

Kyle knew his game, so he decided to focus on playing the game he was good at and interested in.

Why Bitcoin Is Falling Now: The Real Reasons Behind BTC's Crash & WEEX's Smart Profit Playbook

Bitcoin's ongoing crash explained: Discover the 5 hidden triggers behind BTC's plunge & how WEEX's Auto Earn and Trade to Earn strategies help traders profit from crypto market volatility.

Wall Street's Hottest Trades See Exodus

This time there is no single triggering factor, but rather market anxiety about asset valuation, with many already skeptical of these valuations being too high, leading to investors choosing to retreat almost simultaneously.

Vitalik Discusses Ethereum Scaling Path, Circle Announces Partnership with Polymarket, What's the Overseas Crypto Community Talking About Today?

What was the most talked-about topic among foreigners in the last 24 hours?

Kyle's review of Hyperliquid sparks controversy, Solitude Bank officially opens, what are the overseas crypto communities talking about today?

What Was Top of Mind for Foreigners in the Last 24 Hours?