ARK Invest
@ARKInvest
Free research on 5 key disruptive innovation themes we invest in: AI, robotics, biotech, energy storage, & blockchain.
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Joined March 2014
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Big Ideas 2026 crypto check-in. Here's what we covered in our review:
▪️What rattled Bitcoin in the first half
▪️What long-term holder supply is telling us
▪️Our on-chain floor model
▪️Where we are in the four-year cycle, and what it means for our 2030 forecast
▪️ARK joins the Bitcoin Security Council
▪️How big tokenized assets have gotten, and which category is growing fastest
▪️What Robinhood’s layer 2 on Arbitrum could mean for traditional finance
▪️Who captures more on-chain revenue
▪️Hyperliquid and revenue run rates
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How have ARK's cryptocurrency predictions held up?
@dpuellARK and @LorenzoARK deliver a review of the digital assets research from Big Ideas 2026: what tracked, what changed, and what we are watching into 2027.
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