ARK Invest
@ARKInvest
Free research on 5 key disruptive innovation themes we invest in: AI, robotics, biotech, energy storage, & blockchain.
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Join ARK, @Mach33 and special guests Monday at 4 PM ET for a live discussion about SpaceX and Tesla earnings and news!
What could @Tesla be worth in 2031? ARK’s long-awaited valuation just dropped.
At $1 per coding task ARK’s model puts DeepSWE success at around 70% in July up from around 8% in March
As a developer I don’t buy tokens for their own sake, I want a working change. So if the same dollar gets a successful result much more often then more work becomes worth handing to an agent
I know I'm already seeing my own AI spend increasing as the tools get more capable. What do you think this graph will look like a year from now?
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After a week on the road with @DMaguireARK, I believe that his research is crystallizing how profoundly AI will transform energy into economic activity. Using baseball as an analogy, we still are in the parking lot, getting ready for the first inning. Stay tuned for Big Ideas!
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This week I wrote about SpaceX's recent spectrum acquisition and how it completes the puzzle for Starlink Mobile. Check it out below.
POV: you’re at the Tesla Roadster event with our Chief Futurist @wintonARK.
what does a gigawatt cost?
Perhaps as little as $33b per GW...
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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My thoughts on a monumental and first meaningful commercial Starship launch:
Is YoUr CryPtO at RiSk of AI ErAdiCaTioN?
Yes!
(at least I think so)
Will you have an inexpensive high-bandwidth satellite-enabled SpaceX cellular plan from which you can trace your once-coins as they hop-skotch across the blockchain?
Also yes!
Have a listen
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Stablecoins just crossed 300M holder addresses globally for the first time.
The Ethereum ecosystem is now 37% of all stablecoin holders, up from 29% two years ago, and L2s account for ~3 of every 4 of them. The strategy of scaling adoption through L2s is working. I expect tokenized stocks to follow the same path.
If there is one chart to show EVM dominance, it’s this one: EVM-compatible chains hold ~94% of all stablecoin addresses.
It took 8 years to get to 300M. I think we reach 1B wallets within 18 months, well ahead of trend.
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Elon Paid $8 Billion For Potentially Dead Airwaves
The Brainstorm with @skorusARK, @wintonARK, and @GrousARK ⬇️
Nearly eight months underwater. In September, the average US spot ETF holder got back in the green. Price is up ~43% in one quarter, with sell-side pressure near record lows and futures positioning below its median.
Is the market turning the corner? The Bitcoin Quarterly Q3 report by @dpuellARK is out now!
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Tokenizing the ARK Venture Fund puts our conviction in the evolution, if not revolution, of capital markets into practice. Based on our research, tokenization has the potential to reshape fundamentally the way that investors access and participate in both private and public financial markets. The ARK Venture Fund being available on chain is a natural extension of our mission to democratize access to technologically enabled disruptive innovation. Because it has built the regulated infrastructure to help make that vision a reality, we are excited to partner with @Securitize in taking this important step forward.
Fund holdings and information:
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"Eventually we think all financial markets will be tokenized." The ARK Venture Fund is now on-chain through @Securitize. Same portfolio, same liquidity, same minimums.
Check out @dpuellARK’s overview of his new research blog in the 🧵 below!
Bitcoin’s quantum solutions are maturing fast. The bottleneck may be governance, and waiting could make migration pricier. @dpuellARK covers the options in a new blog.
“We do think the turn is in here for Bitcoin.” @CathieDWood on Bitcoin moving up and gold moving down, the opposite of what the digital gold label would suggest.
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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