During an intense market correction that shook investor confidence, the firm managed by Cathie Wood executed bold moves on November 20 and 21, 2025. Ark Invest allocated a total of 78.3 million dollars to crypto-related stocks, taking advantage of discounted prices to reinforce its long-term portfolio amidst widespread panic.
On the other hand, the breakdown of operations reveals a strategic accumulation in key companies of the digital infrastructure sector. On November 20, the firm invested 39.6 million, highlighting the acquisition of massive packages of Bullish and Circle Internet Group. Likewise, the offensive continued the next day with additional purchases worth 38.7 million dollars, adding positions in Coinbase and significantly increasing its stake in Bitmine Immersion Technologies. These acquisitions were distributed among several of its innovation funds, seeking to consolidate exposure to vital infrastructure players.
It is crucial to note that these transactions occurred amidst a liquidity crisis that severely hit valuations across the entire sector. Bitcoin dropped below 90,000 dollars and Ethereum lost the psychological support of 3,000 dollars, erasing much of the accumulated annual gains. This scenario of fear, exacerbated by macroeconomic tensions and adverse inflation data in the United States, created a price dislocation that the manager interpreted as a tactical opportunity, applying its usual contrarian investment philosophy.
Will time validate this aggressive bet on decentralized digital infrastructure?
Within the specific bets, the particular interest in Bitmine stands out due to its significant treasury in Ethereum and its differentiated future operational plans. The company projects launching a local validator network called MAVAN by early 2026, an operational factor that promises potential cash flows. Thus, Ark’s strategy reaffirms its unwavering conviction in blockchain technology, prioritizing companies that build the technical foundations of the ecosystem rather than just speculating on daily volatile asset prices.
Finally, this massive capital injection places Ark in an advantageous position if the market manages to stabilize in the short term. Institutional investors’ attention will now focus on the operational performance of these companies and the start of the MAVAN project, events that could catalyze a recovery in valuations. The manager remains firm in its view that institutional adoption will continue to advance, betting that fundamentals will prevail over temporary market turbulence.
