在加密货币市场持续走弱的背景下，Ark Invest再度采取逆周期策略，大幅增持多只加密概念股票，引发市场关注。根据最新披露的ETF交易文件，Ark当日买入价值约325万美元的以太坊“财库型”公司Bitmine股票，同时加仓价值约346万美元的Bullish，以及约240万美元的稳定币发行商Circle。此外，该机构还增持了Block和COIN，金额分别约为177万美元和63万美元。
此次操作延续了Ark前一交易日的布局方向，目标是在市场情绪低迷、估值回调阶段，提高对区块链及数字资产生态企业的敞口。当前，多数相关个股仍处于明显折价区间。数据显示，Bitmine当日收跌1.9%，Bullish下跌3.9%，Circle下跌4.6%，Block回落6%，COIN下滑4.3%，反映出板块整体承压。
宏观层面，加密市场表现同样疲软。比特币价格回落至约7.63万美元，24小时跌幅接近3%；以太坊同步下探至约2,264美元，日内下跌3%以上。尽管此前出现短线反弹，但资金面与风险偏好仍显谨慎。
Ark首席执行官Cathie Wood近期在社交平台表示，黄金价格的走强可能为比特币下一阶段行情提供线索。她指出，自2020年以来，比特币与黄金的长期相关性较低，但在前两轮主要周期中，黄金均率先走高，随后带动比特币出现显著上涨。她还援引Truflation数据称，美国通胀可能正逼近负值区间，当前同比增速已降至0.86%，明显低于近两年的常态水平。
对于Ark而言，当前环境更像是战略布局窗口，而非风险回避信号。其持续加仓Bitmine、Circle等核心标的，显示出对区块链金融、稳定币生态以及以太坊资产模型的长期信心。随着宏观变量变化与机构资金动向逐步明朗，市场或将迎来新的结构性调整窗口。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Articoli correlati
Michael Saylor Vows Strategy Will Keep Buying Bitcoin
Michael Saylor affirmed that Strategy will not sell its bitcoin even during downturns, emphasizing a strategy of continual accumulation. He believes the firm has sufficient liquidity to cover obligations for over two years and expects bitcoin to outperform traditional markets.
Coinpedia52m fa
BTC 突破 68000 USDT
Gate News bot 消息，Gate 行情显示，BTC 突破 68000 USDT，现价 68002.8 USDT。
CryptoRadar1h fa
Bitcoin Exchange Paxful Must Pay $4 Million Over Prostitution, Money Laundering Charges
Paxful was sentenced to pay $4 million for facilitating money laundering and related crimes. Although it acknowledged a penalty of $112 million, the DOJ reduced it due to the company’s financial situation. Paxful also faces a $3.5 million civil penalty.
Decrypt2h fa
