SpaceX And xAI Merge | The Brainstorm EP 118

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.

Bitcoin’s Next Era: Digital Gold, Stablecoins, And Freedom Tech

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…

Trillion Dollar Security Day at Devconnect

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…

#496: Tesla Discloses Robotaxi Roadmap For 2026, & More

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 …

Tokenizing US Treasuries With Don Wilson

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…

The Clawdbot Craze | The Brainstorm EP 117

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…

Allocation Update – Q4 2025

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:…

The DeFi Quarterly: Q4 2025

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.

Checkpoint #8: Jan 2026

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

The Bitcoin Quarterly Q4 2025 report includes market summary, on-chain activity and technicals, ETFs, Digital Asset Treasuries (DATs), derivatives, liquidity, and macroeconomics.

Rebuilding Wall Street On Solana With Solmate

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.

Fed Fight And Apple Ousts OpenAI | The Brainstorm EP 116

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.

#493: OpenAI’s New Healthcare Products Help Consumers And Enterprises, & More

Last week, OpenAI made a significant move into healthcare with complementary product announcements. On January 7, the company unveiled ChatGPT Health, which unites a consumer’s health information with ChatGPT’s intelligence. The following day, it announced OpenAI for Healthcare, a suite of enterprise products designed to help healthcare organizations deliver more consistent, high-quality care for patients while supporting HIPAA compliance.

January 9, 2026 — In The Know With Cathie Wood

On the January episode of ITK, ARK CEO/CIO Cathie Wood explains how cheaper energy, easing shelter dynamics, and unit labor cost trends could pull inflation and interest rates down and why recent developments in Venezuela could help push oil prices low…

Stablecoins, Regulation, Mining And 2026 Outlook

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a m…

Major Shifts In The AI Landscape | The Brainstorm EP 115

In this episode of The Brainstorm, we discuss the latest developments in AI and technology, including NVIDIA’s strategic moves with Groq and Meta’s acquisition of Manus AI. We explore the implications of these acquisitions on the AI landscape, the potential for orchestration layers in AI models, and the competitive dynamics among major tech companies. The conversation also touches on the future of user interfaces and the evolving role of voice and text in consumer interactions.