$70B vs. $8B @ARKInvest’s @LorenzoARK says centralized crypto companies generated 8–10x more revenue than on-chain companies in 2025. That gap is hard to ignore. @_dsencil explores what it could mean in the full interview. 🔽

ARK Investment Management LLC opened the markets! @ARKInvest is a federally registered investment adviser and privately held firm headquartered in St. Petersburg, Florida. Founded by Cathie Wood in 2014, ARK focuses solely on disruptive innovation, aiming to identify large-scale investment opportunities across artificial intelligence, robotics, energy storage, multiomic sequencing, blockchain technology, and beyond.

First ever X post! Recently joined @ARKInvest as a research associate, focused on AI, cloud, and semiconductors. As someone hands on with the latest tools, I’ll be sharing what I’m learning across the AI stack, different use cases, and some tips and tricks along the way. Stay tuned for anything related to compute and infrastructure to models, applications, and the companies building them. Lots to learn, lots to share. Excited to get going!

🆕 @agilityrobotics is now following @BloombergTV Previously followed by: @boeing, @arkinvest, @aicha2evans, @oracle, @wolfejosh & 4 more (🤖👁️: need more perspective about this)

🥇Crypto VC Tier List for 2026 • S: @a16zcrypto • A: @cbventures • B: @paradigm, @ARKInvest, @galaxyhq, @sequoia, @dragonfly_xyz 📌 The ranking is based on funds’ presence in this year’s crypto funding market: access to major rounds, deal activity, and lead participation. Overall Retail ROI is used as a secondary track record metric.

ARK says the merger timing was intentional. SpaceX is cash constrained, and Tesla's robotaxi cash is about to flow. Combined, the company could be worth more than $100 trillion. Via @ARKInvest $TSLA $SPCX

Institutional blockchain is moving beyond pilots. “Programmable Financial Infrastructure: The Next Phase of Institutional Blockchain” brought together Ian Allison (@CoinDesk), Simona Pasero (@GENERALI), Lorenzo Valente (@ARKInvest), Martin Onyeador (@NatWestGroup) and Simone Cortese (@fnality). They discussed what programmability enables across settlement, liquidity and institutional workflows once markets move on-chain. Where could programmability create the most value for your business?

ARK Invest's Cathie Wood lends support to LayerZero. Against a backdrop of assets and protocols adopting @Chainlink's CCIP, @ARKInvest's @CathieDWood has voiced support for @LayerZero_Core and its team. "Most investors do not appreciate the important role that @LayerZero_Core is playing in crypto messaging and interoperability. I am so impressed with the vision of Bryan, Simon, and the team."