Mindfully Curated
As highlighted in ARK’s Big Ideas 2026, scaling the AI frontier will require enormous investment in infrastructure, which last week stole the show from the cloud providers’ stellar earnings announcements. Investors asked why Microsoft was not allocatin…
In this special video, ARK Invest CEO/CIO Cathie Wood addresses the recent volatility shaking global markets and the narratives driving investor anxiety. From growing fears of an AI bubble and accelerating “SaaSpocalypse” reshaping traditional software…
This article builds on a recent ARK Bitcoin Brainstorm podcast with Tether CEO Paolo Ardoino, famed economist Dr. Arthur Laffer, and ARK CEO/CIO Cathie Wood. Our conversation focused on the similarities between stablecoins and the private money created…
In this episode, ARK CEO and CIO Cathie Wood sits down with Stefanie Drews, the newly appointed CEO of Amova (formerly Nikko Asset Management). Together, they explore the evolution of a decade-long partnership that helped shape both firms — and delve i…
The EF’s Academic Secretariat team is proud to announce the launch of the inaugural PhD Fellowship Program, a pioneering initiative aimed at empowering and expanding the frontiers of Ethereum-related academic research, by supporting Ethereum-related ac…
Elon Musk envisions a groundbreaking future where AI infrastructure in space revolutionizes cost, innovation, and competition. This episode explores how SpaceX’s satellite ambitions could transform AI, potentially dwarfing terrestrial data centers. We delve into the strategic merging of SpaceX and xAI, revealing a blueprint for the next decade’s tech race.
In this episode, Cathie Wood and guests reflect on ARK’s decade-long Bitcoin journey—from early research to its prominent role in Big Ideas 2026—and debate Bitcoin’s evolving thesis amid shifting macro conditions. The conversation distinguishes Bitcoin…
During Devconnect Buenos Aires, the Ethereum Foundation and Secureum TrustX brought together Ethereum security practitioners for Trillion Dollar Security Day, a focused event exploring what it would take to securely support a trillion-dollar Ethereum e…
Last week, Tesla reported fourth-quarter earnings and updated investors on its robotaxi program. Since launching on June 22 through December 2025, the fleet has logged ~650,000 miles and now has deployed ~500 vehicles in Austin and the Bay Area. After …
In this episode of FYI – For Your Innovation, ARK’s Cathie Wood speaks with Don Wilson, a pioneer in crypto market infrastructure and the founder of DRW and Cumberland. They discuss the accelerating shift of traditional finance onto blockchains, focusi…
In this episode of The Brainstorm, hosts Sam, Brett, and Nick are joined by Frank Downing to dig into “Clawdbot” (recently renamed to “Moltbot”) and why it went viral—highlighting its transparent file-based memory, extensible skills, and the shift from…
Q4 2025 closed out the year with exciting growth across the ecosystem! Dive into the projects and community initiatives we supported this quarter and see what our grantees have been building:…
Last week, OpenAI introduced ChatGPT Go, an $8 per month plan for users seeking access to GPT-4 for less than $20, the cost of its Plus tier. The tradeoff will include “contextual” advertisements, as in the Free versions.
The DeFi Quarterly Q4 2025 report includes sections on stablecoins, RWAs, tokenization, network and application economics, decentralized exchanges, lending protocols, crypto credit cards, and market pulse.
Last weekend, President Trump called for a one-year cap at 10% on credit card APRs (Annual Percentage Rates). If enacted, the cap could dislocate the consumer lending space. The credit card ecosystem is extremely competitive. Interest income is the eco…
Ethereum’s All Core Developer calls are a lot to keep up with, so this “Checkpoint” series aims for high-level updates roughly every 4-8 weeks, depending on what’s happening in core development. See the previous update here. If you enjoy reading cor…
The Bitcoin Quarterly Q4 2025 report includes market summary, on-chain activity and technicals, ETFs, Digital Asset Treasuries (DATs), derivatives, liquidity, and macroeconomics.
Cathie Wood’s 2026 Outlook: The US Economy Is A Coiled Spring, Gold, Bitcoin, Dollar, Valuations, And "AI Hype"
In this episode of FYI – For Your Innovation, ARK’s CEO Cathie Wood hosts a wide-ranging conversation with Marco Santori, CEO of Solmate, and Dr. Arthur Laffer, renowned economist and longtime ARK advisor. Together, they explore the evolving crypto landscape, regulatory shifts, and why Solana is emerging as a powerful foundation for next-generation financial infrastructure.
In this episode of The Brainstorm, hosts Sam, Brett, and Nick are joined by Cathie Wood to discuss a range of pressing economic and technological topics. The conversation kicks off with the implications of Jerome Powell’s subpoena and the broader economic initiatives under the Trump administration. Cathie Wood shares insights on the impact of these policies on consumer sentiment, inflation, and the housing market. The discussion also delves into the dynamics between Apple, Google, and AI technology, highlighting the strategic partnerships shaping the future of digital assistants like Siri. The episode wraps up with a lively debate on the potential of humanoid robots and the evolving landscape of innovation and investment.