Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesEarnSquareMore
Silicon to Blockchain: ARK's Bold Shift Toward Transformative Technologies

Silicon to Blockchain: ARK's Bold Shift Toward Transformative Technologies

Bitget-RWA2025/11/14 13:32
By:Bitget-RWA

- ARK Invest sold $22.5M AMD shares on Nov 13, 2025, reallocating to crypto firms Circle and Bitmine, signaling a strategic shift toward digital infrastructure and biotech . - The firm divested over $29M in Pinterest , Regeneron , and Salesforce while boosting crypto exposure via 188K Circle shares and 242K Bitmine shares amid sector declines. - Biotech investments in Beam and Recursion extended a weeklong accumulation pattern, reflecting ARK's focus on gene-editing and pharmaceutical innovation. - Total t

Cathie Wood's

Invest on November 13, 2025, by selling off a $22.5 million stake in Advanced Micro Devices (AMD) and redirecting $26 million into crypto-focused companies Internet Group and Technologies, as revealed in recent trading reports. This shift marks a deliberate move away from semiconductor equities toward investments in digital infrastructure and biotechnology, to disruptive innovation, even as market conditions remain turbulent.

The

divestment consisted of 87,051 shares traded via the , after the chipmaker's Analyst Day event on November 11, 2025. AMD closed at $247.96 on November 13, representing a 4% drop from its high after the event. ARK also ($15.6 million), Regeneron ($8.2 million), and Salesforce ($5.4 million), resulting in divestments totaling over $29 million.

At the same time, ARK

by acquiring 188,941 shares of Circle for $16.3 million across three ETFs, marking the second day in a row of such purchases.
Silicon to Blockchain: ARK's Bold Shift Toward Transformative Technologies image 0
Circle, which issues the stablecoin, to $82.34 on the day of ARK's purchase. The firm also for $9.8 million, further increasing its ownership in the crypto mining infrastructure company. Bitmine's shares to $36.57, reflecting weakness across the sector.

In the biotech space, ARK invested $3.1 million in Beam Therapeutics and $1.2 million in Recursion Pharmaceuticals,

in gene-editing and pharmaceutical innovation. Altogether, ARK's trades surpassed $70 million, emphasizing its pursuit of high-growth, capital-efficient opportunities.

ARK's recent Circle acquisitions demonstrate its belief in the future of stablecoin infrastructure,

the launch of a native token for its Arc blockchain platform. Meanwhile, Bitmine's contribution to crypto infrastructure supports ARK's view on the increasing institutional adoption of blockchain technology.

These transactions come as AMD encounters intensified rivalry in the AI chip industry,

annual revenue growth of 35% over the next three to five years. Although AMD's stock has nearly doubled in 2025, ARK's decision to sell suggests it is locking in gains while considering speculative opportunities in emerging competitors like Nvidia's MI400 series.

ARK's approach reflects broader institutional behavior, such as David Tepper's Appaloosa Management,

in the third quarter of 2025 while divesting from Intel. However, ARK's emphasis on crypto infrastructure sets it apart from more conventional tech portfolios, in decentralized finance and digital asset ecosystems.

0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

PoolX: Earn new token airdrops
Lock your assets and earn 10%+ APR
Lock now!

You may also like

ZKP's Build-First Movement: $100M Infrastructure Set, Speculation Not Permitted

- ZKP’s $100M pre-launch infrastructure includes $17M in Proof Pods hardware, enabling immediate global deployment post-presale. - The project’s real-time tracking dashboard links rewards to device performance and market prices, ensuring transparent, self-stabilizing economics. - Daily on-chain auctions distribute 200M tokens proportionally, eliminating gas wars and creating mathematically verifiable fairness for all participants. - Institutional interest grows as ZKP’s encrypted AI architecture attracts e

Bitget-RWA2025/11/18 00:50

Solana's Latest Price Swings and Network Stability: Should Investors See a Chance to Buy or a Reason for Caution?

- Solana (SOL) demonstrates 2025 network resilience with 16-month uptime, 200M+ daily transactions, and 1M+ TPS via Frankendancer upgrades. - Price volatility sees 48% pullback from $293 high to $153, driven by regulatory risks, macroeconomic shifts, and external shocks like Sharps Technology's treasury losses. - Institutional adoption (e.g., VanEck's $1B ETF) and 50% staking growth signal long-term potential, though daily 6% price swings highlight market sentiment risks. - Network stability remains intact

Bitget-RWA2025/11/18 00:50
Solana's Latest Price Swings and Network Stability: Should Investors See a Chance to Buy or a Reason for Caution?

Ethereum News Update: Ethereum Reaches Pivotal Moment as Large Holders Accumulate Amid Weakening Technical Indicators

- Ethereum (ETH) near $3,100 tests critical support as bearish technical indicators clash with aggressive whale accumulation of $53.91 million in a week. - Key metrics show price below 200-day EMA and RSI near oversold levels, while whale positions grew by 180K ETH amid $107M ETF outflows. - Institutional buyers like Tom Lee's BitMine add $29.14 million to holdings despite $120M unrealized losses, contrasting BTC's $523M ETF inflows. - Macroeconomic risks persist with Fed hawkishness and declining network

Bitget-RWA2025/11/18 00:32

Fed Faces Delicate Balancing Act: Weighing Inflation Concerns Against Labor Market Challenges in December Decision

- The Fed faces a December meeting split over rate cuts, with dissenters like Lorie Logan opposing action due to high inflation and Christopher Waller advocating easing to address labor market weakness. - Logan argues current policy balances inflation control with gradual labor market adjustments, warning against premature cuts without clear progress toward 2% inflation. - Waller supports a 25-basis-point cut, citing deteriorating hiring trends, while facing resistance from officials demanding stricter cri

Bitget-RWA2025/11/17 23:56