在比特币大幅回落、市场情绪趋于紧张之际，ARK Invest 首席执行官 Cathie Wood 选择逆势加仓多只加密相关股票。随着比特币自2024年11月以来首次跌破7万美元，数字资产市场波动显著放大，但ARK的动作被视为对行业长期价值的再次押注。
2月3日，ARK通过多只基金买入了COIN、Circle、BitMine Immersion Technologies 和 Bullish 等公司股票。其中，ARK斥资逾130万美元购入3,510股COIN。Circle作为USDC发行方，也获得ARK两只核心基金的增持，总金额约870万美元。ARKK买入34,342股，ARKF买入8,536股。
与此同时，ARK还以约600万美元增持145,488股BitMine。该公司由Tom Lee担任主席，业务与比特币挖矿及以太坊资产配置相关。Bullish也被纳入增持名单，ARK新增125,218股，价值约350万美元。该公司早期由Block.one支持，并获得Peter Thiel旗下Thiel Capital的投资。
2月4日，ARK继续买入Bullish和Circle股份，并同步加仓其自有比特币ETF产品。至2月5日，COIN已占ARK创新ETF投资组合的4.29%，位列第五大持仓；Circle、BitMine和Bullish在基金中的权重也持续上升。
这些布局发生在加密市场剧烈调整之际。2月5日，比特币一度跌至约67,700美元，24小时跌幅接近8%，全球加密资产总市值回落至约2.59万亿美元。情绪指标显示市场进入“极度恐慌”区间，单日清算规模超过7.5亿美元。
在高波动环境下，Cathie Wood的持续买入被部分投资者解读为对区块链基础设施与加密金融生态的长期看好。尽管短期价格承压，但ARK的配置策略显示，其仍在为下一轮行业周期提前布局。
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