Mindfully Curated
During Block’s earnings call last week, Dorsey noted that the capabilities of AI tools are compounding weekly. In our view, small teams that are aligned functionally will be able to leverage AI and win against competitors that are slow to the mark.
The commons called. It wants a runway. Every so often, in the blockchain world’s usual cycle of funding scares, a team maintaining a widely used open source public good declares mayday. Libp2p is a core infrastructure stack that powers multiple Ethere…
In this episode of FYI, Brett Winton and Nick Grous sit down with Leif Abraham, co-founder and co-CEO of Public. They examine how the brokerage landscape is shifting as digital-native investors seek more sophisticated tools, and why Public is focused o…
In this episode of The Brainstorm, Brett, Nick, and Sam debate the implications of humanoid robots and AI on society, focusing on themes such as technological unemployment, the competition between the US and China in robotics, and the future of work in…
The Ethereum Foundation has begun staking a portion of its treasury, in line with its Treasury Policy announced last year. Approximately 70,000 ETH is being staked with rewards directed back to the EF treasury….
Last week, the largest randomized controlled trial ever conducted on a multi-cancer early detection (MCED) diagnostic test, Grail’s National Health Service England (NHS)-Galleri trial, reported topline results that did not meet the primary endpoint: th…
DeFi isn’t a speculative bet on the future. It’s the inevitable evolution of finance, driven by a fundamental truth: financial autonomy is a right, not a privilege. And it’s been a critical driver of Ethereum’s growth and adoption. We want to see DeFi…
We introduced Protocol last June which organized our work around three strategic initiatives: Scale L1, Scale Blobs, and Improve UX. A lot has happened since then! In this post, we want to share what we accomplished last year, how our thinking has evol…
Join us as the ARK team takes a deep dive into our Big Ideas 2026 research report.
Last week, Elon Musk confirmed that SpaceX has shifted its short-term focus from Mars to the Moon, reversing his previous view that the Moon is a distraction. Now he sees the Moon’s potential to enable orbital data centers via lunar mass drivers, an id…
Platform is a new team inside the EF with one goal: Deliver the strongest possible Ethereum platform, where L1 and L2s are best positioned to support users, apps, and all organizations building on Ethereum. This requires improving the L1 \ L2 relation…
tl;dr: Ethereum Protocol Studies returns for 2026 with new content tracks in cryptography, lean consensus and zkEVM, plus a new self-paced learning platform. The program kicks off February 23rd. Visit epf.wiki to get started. Ethereum Protocol Studies…
On the February episode of ITK, ARK CEO/CIO Cathie Wood explains why recent market volatility may be driven more by algorithmic selling than fundamentals and why she believes AI represents the biggest opportunity of our lifetime. She discusses the shif…
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Frank Downing to discuss the current state of the Software-As-A-Service (SaaS) industry, exploring whether it is dead or simply undergoing a transformation due to AI advancements. They delve into the competitive landscape, pricing power, and the challenges faced by traditional SaaS companies. The discussion also touches on the innovator’s dilemma in the context of AI and how it affects companies’ willingness to disrupt their own business models. Finally, they examine the dynamics of the crypto market and the shift towards institutional adoption.
Today, we are announcing a transition in the executive leadership team at the Ethereum Foundation. After extensive contributions to the Foundation’s mission and operations, Tomasz Stańczak has decided to step down from his role as Co-Executive Director…
tl;dr I am stepping down from my co-ED role at the EF at the end of February 2026. Bastian Aue is taking over the co-ED role alongside Hsiao-Wei. The future is bright for builders, for Ethereum, for the EF, and for me….
In this episode, ARK’s Cathie Wood and Brett Winton speak with Bryan Pellegrino and Simon Baksys of LayerZero, a leading interoperability protocol aiming to unify fragmented blockchain environments. The conversation covers LayerZero’s origins, the evol…
spot bitcoin ETFs in 2024 and 2025, the inclusion of digital asset public companies in major equity indices, and ongoing regulatory clarity is shifting bitcoin from the “crypto” fringe toward a new asset class that we believe is worthy of institutional…
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…