At the same time, ARK Invest sold $7.81 million of Alibaba Group Holding - $BABA.
Cathie Wood is rotating capital away from China and deeper into crypto infrastructure.
Larry Fink wants tokenization. Wood is buying the company making it possible.
Follow to track every Cathie Wood move before the market figures out the thesis.
Wood's Big Ideas 2026 report names tokenization as one of the biggest investment opportunities of the decade.
$60 billion in USDC could become $600 billion.
If stablecoin circulation 10x's - Circle's interest income 10x's with it.
Down 50% from its peak. Up 83% in revenue last year. Bought on every single dip.
Wood is either very wrong or very early.
Follow to track every Cathie Wood move before the market catches on.
Nancy Pelosi bought 50 call options on $TEM in January 2026.
Wood called healthcare "the most underappreciated application of AI."
When ARK and Pelosi are in the same stock - it's worth paying attention.