Mindfully Curated
In this episode of the Brainstorm, Sam, Nick, and Director of Research, Digital Assets, Lorenzo Valente, dive into the latest developments from Coinbase, focusing on the launch of the BASE app. They explore the three pillars of the BASE ecosystem: BASE…
From grassroots gatherings to breakthrough projects, here’s what we supported in Q2 2025! Scroll down to explore the work happening across the Ethereum ecosystem:…
The proliferation of AI agents is likely to disrupt online commerce massively. On July 9, Perplexity launched Comet to browse and buy products on behalf of users, and last week Shopify began to power OpenAI’s in-app checkout. Now that traffic associate…
In this episode of the Brainstorm, Sam, Nick, and Research Analyst, Jozef Soja, dive into the latest advancements in AI with a focus on Grok4 and Meta’s strategic moves. They explore Grok4’s impressive benchmark performances, the real-world implications of AI tool use, and Meta’s aggressive investments in AI talent and infrastructure.
Last week, xAI hit another AI milestone with the release of Grok 4. Now available in two tiers, users can tap into Grok 4’s standard model either for $30 per month or through premium X memberships, while power users can access Grok 4 Heavy for $300 per…
In this episode of FYI, Chief Futurist, Brett Winton, and Analyst Nemo Marjanovic speak with Alex Zhavoronkov, founder and CEO of Insilico Medicine. Together, they explore the promise of artificial intelligence in transforming the drug discovery proces…
Ethereum stands at a pivotal moment. Interest in Ethereum has expanded beyond technologists and enthusiasts, bringing enterprises, governments, and everyday users who seek practical solutions and tangible benefits. The Ethereum ecosystem is adapting to…
Thanks to Kevaundray Wedderburn, Alex Stokes, Tim Beiko, Mary Maller, Alexander Hicks, George Kadianakis, Dankrad Feist, and Justin Drake for feedback and review. Ethereum is going all in on ZK. Eventually we expect to migrate to using ZK proofs at al…
The Bitcoin Monthly June 2025 Report addresses a market summary, long-term holders steady as the number of new buyers declines, and a resilient dollar, cooling inflation, and pressured housing.
As of today, all Ethereum execution clients support partial history expiry in accordance with EIP-4444. While work on full, rolling history expiry is ongoing, users can expect to reduce the disk space required for an Ethereum node by 300-500 GB by remo…
On episode LXIX of "In The Know" (July 3, 2025), ARK CEO/CIO Cathie Wood discusses various aspects of fiscal and monetary policy, economic indicators, and market dynamics, with a focus on innovation. Cathie shares insights on employment trend…
In this episode of the Brainstorm, Sam and Nick dive into Robinhood’s latest event, exploring its ambitious moves in the crypto market. They discuss how Robinhood is leveraging product velocity to outpace competitors, tokenize US stocks, and introduce innovative features like crypto staking and perpetual futures. They analyze the implications of these developments for the financial services landscape and what it means for the future of investing.
Last week, the Federal Housing Finance Agency (FHFA) instructed Fannie Mae and Freddie Mac to develop proposals to consider cryptocurrency holdings—but only those held on US-regulated centralized exchanges—as assets in single-family mortgage loan risk …
Brett Winton and ARK analyst Jozef Soja dive deep into the rapidly evolving world of AI agents—software entities that are increasingly automating enterprise functions like customer support. They explore why AI agents are gaining traction, how they’re p…
This week’s newsletter covers Amazon Ads and Roku, Eli Lilly’s acquisition of Verve, the GENIUS Act, and more. Read and subscribe to ARK Disrupt.
In this episode, Sam Korus, Nick Grous, and Daniel Maguire discuss the future of robotaxis, focusing on Tesla’s advancements in autonomous vehicle technology compared to Waymo. They explore the implications of Tesla’s data advantage, production capabilities, and the regulatory landscape affecting the rollout of robotaxis. The conversation also delves into market dynamics, consumer behavior, and potential partnerships in the ride-hailing space, highlighting the challenges and opportunities ahead for Tesla and the autonomous vehicle industry.
Ethereum’s weekly All Core Developer calls are a lot to keep up with, so this “Checkpoint” series aims for high-level updates depending on what’s happening in core development. See the previous update here. This is a special edition of the series! Ki…
Last week, the first public footage of a Tesla driverless Model Y testing in Austin surfaced online. Concurrently, Elon Musk confirmed that Tesla is targeting, albeit tentatively, June 22 for the commercial launch of its robotaxi service. Its robotaxi…
This is an update from the Next Billion Fellowship Program. Applications are rolling and open for cohort 6 beginning in October 2025. Individuals interacting with an application have a user experience. Collectives interacting with a protocol have a wo…
In this episode, Sam Korus discusses stablecoins with Lorenzo Valente and Raye Hadi. They explore the definition of stablecoins, their impact on the US dollar, and the competitive dynamics between major players like Tether and Circle. The conversation …