Protocol Update 003 — Improve UX

A few months ago, we announced a renewed focus of Protocol on three strategic initiatives: Scale L1, Scale blobs, Improve UX. Following previous updates on Scale L1 and Scale blobs, this note relates to our “Improve UX” track, and its mission: **Seaml…

Robinhood’s Super App With CEO Vlad Tenev

In this episode of FYI, ARK CEO Cathie Wood and Analyst Nick Grous sit down with Vlad Tenev, Co-Founder and CEO of Robinhood. Together they explore how Robinhood is redefining retail investing and financial services—from expanding access to private markets and tokenized assets to transforming its product ecosystem into a fintech super app.
Vlad discusses Robinhood’s long-term vision at the intersection of capitalism and democracy, why retail ownership matters more in the age of AI, and how the company is building around the upcoming $124 trillion generational wealth transfer. He also shares the strategic thinking behind Robinhood’s expansion into credit, crypto, and international markets, including the development of its own blockchain and stablecoin.
Finally, they explore the role of AI in Robinhood’s platform evolution, including the launch of Cortex, and the guiding philosophy behind the company’s product velocity and value-driven subscription model.

Protocol Update 002 – Scale Blobs

Following up from Protocol Update 001, we’d like to introduce our approach to blob scaling. The L1 serves as a robust foundation for L2 systems to scale Ethereum, and a necessary component of secure L2 solutions is data availability provided by the L1….

A $34.5 Billion Browser? | The Brainstorm EP 98

In this episode of the Brainstorm, Sam, Nick, and ARK Chief Futurist, Brett Winton, explore whether browsers are worth billions and the implications of launching L1 blockchains with stable coins. From the strategic importance of browsers in the AI arms…

Trillion Dollar Security – Phase 2

Since announcing the Trillion Dollar Security project, we have surveyed the ecosystem to understand which improvements are highest priority to every layer of the Ethereum stack and community. Now it is time to begin the next phase of this initiative: …

Tesla Has Launched Its Robotaxi…Now What?

On June 22 in Austin, Tesla launched its robotaxi service to a limited group of users, beginning the shift in its model from one-time low-margin hardware sales to recurring, high margin revenues. Now that it is scaling, Tesla should be able to meet u…