Ark Invest has been putting real money where its mouth is. In a single day, February 12th, the company grabbed stakes in three separate companies related to the cryptocurrency space.
According to transaction disclosures, Ark purchased 212,314 shares of Bitmine (valued at approximately $4.2 million), 74,323 shares of Burish (valued at approximately $2.4 million), and 174,767 shares of Robinhood (valued in total approximately $12.4 million).
These were no small, deliberate moves. These were deliberate bets made during a time when Bitcoin was in the doldrums.
Image: FXEmpire
The numbers tell an unpleasant truth
Bitcoin is down 26% since the beginning of the year. In contrast, gold rose 19% over the same period. At the time of this writing, Bitcoin was trading at $63,200 and gold was trading at about $3,180 per troy ounce.
These numbers don’t exactly support the argument to abandon the old safe haven in favor of the new, at least for now. The gap between what Cathie Wood believes and what the market is actually doing has never been more pronounced.
Wood isn’t backing down. In a recent interview with Bloomberg, the Ark Invest founder said Bitcoin is “by far” better than gold. That’s a strong argument for an asset that has spent much of this year in decline.
Cathie Wood: Bitcoin is ‘by far’ better than gold. pic.twitter.com/38LYF4IcaF
— Altcoin Daily (@AltcoinDaily) February 23, 2026
Her argument is not built on this month’s price chart. It’s built around where she thinks money is going over the next 10 years. According to reports, he sees Bitcoin as a hedge that works in both inflationary and deflationary situations, and believes its flexibility cannot be matched by gold.
The money movement of the younger generation is different.
Part of Wood’s belief comes down to who is making the acquisitions and who isn’t. He noted that while younger investors are increasingly choosing digital assets over physical bullion, institutional exposure to Bitcoin is still being built.
BTCUSD trading at $63,634 on the 24-hour chart: TradingView
The gold buyer base is mature and established. Bitcoin is still being formed. This difference is important to Wood because it suggests that a large portion of Bitcoin’s demand has yet to arrive. In her interpretation, early adoption means there is still a long way to go.
Ark’s portfolio reflects that view. The bull has emerged as the ninth-largest holding in the firm’s ARKF fund, with a 3.4% weighting worth nearly $30 million.
Ark also holds positions on Block, Circle, and Coinbase. The collection of these bets paints a picture of a company committed to the idea that the value of companies related to cryptocurrencies will be much higher in the coming years.
Long-term play in short-term markets
Wood’s nervousness is real. So far, gold has won in 2025. Bitcoin is different. But Ark’s purchasing activity suggests the company sees the gap as a window, rather than a reason to exit.
The report said Wood and his team remain focused on the hiring curve and structural changes rather than quarterly profits.
Featured image by Kanchanara on Unsplash, Charts on TradingView
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