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

ARK THINKS MICROSTRATEGY $MSTR’S PREFERRED EQUITY WAS A MAJOR STRESSOR FOR BITCOIN bitcoin:native The product came under heavy pressure as its price moved far below par: - It initially offered investors around a 9% yield, later rising to roughly 11% - The preferred equity fell from an ideal par value of 100 to as low as 70 - It later recovered toward 85, but ARK still views the stress as one of the key pressures on Bitcoin this year

Ark Innovation ETF $ARKK is now at a YTD high and trading above its 200-day moving average by the largest margin since December 🚨 If you think Cathie Wood's hot streak continues and want magnified exposure, consider the Tradr 2X Long Innovation ETF $TARK from @TradrETFs

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.

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."

ARK says Elon Musk may eventually need about $1T in chip manufacturing investment for SpaceX ($SPCX) and Tesla ($TSLA) AI ambitions. The estimate centers on Terafab, Musk’s planned Texas chip complex, as AI spacecraft and Optimus demand scale.

ARK Researcher Likens Ethereum to McDonald’s, Solana to Chipotle and Hyperliquid to In-N-Out ARK Invest researcher Lorenzo Valente compared Ethereum, Solana and Hyperliquid to McDonald’s, Chipotle and In-N-Out, arguing that the three networks represent fundamentally different L1 value-capture models. He said Ethereum has built crypto’s most successful “franchise system” through L2s but charges too little at the settlement layer, while Solana retains more fees and MEV through a vertically integrated model. Hyperliquid has the shortest value-capture chain through tight vertical integration, no VC funding and fee-funded HYPE buybacks, though it faces greater concentration risk across products, team and revenue.