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Ark / Tether USD
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U.S. spot bitcoin ETFs recorded net outflows of approximately $231.1M on Monday, according to data from SoSoValue.
BlackRock's iShares Bitcoin Trust ETF (IBIT) led the withdrawals with $300.4M in outflows, partially offset by inflows of ~$50M into ARK 21Shares Bitcoin ETF (ARKB) and $35M into Grayscale Bitcoin Trust ETF (GBTC).
The total net asset value of Bitcoin spot ETFs is $73.19B, with an ETF net asset ratio (market capitalization relative to the total Bitcoin market cap) of 6.05%, as per SoSoValue.
Bitcoin (BTC-USD) hovered around $59,279 at press time, down nearly 20% over the past month. Investor sentiment was further dampened after Strategy (MSTR), the world's largest corporate holder of bitcoin, said Monday it could sell more than $1B worth of the cryptocurrency under a new BTC monetization program, marking a notable departure from founder Michael Saylor's long-standing stance against selling the company's bitcoin holdings.

Yeah... most important thing about a stock is it's price. That's the main reason ARK has underperformed is not the stock picks. She is pretty good at trading TSLA tho

[Cathie Wood's ARK Sells Iridium](https://www.investing.com/news/company-news/cathie-woods-ark-sells-iridium-and-robinhood-stock-buys-kodiak-ai-93CH-4736415)
Just 3 weeks ago 🤦

¿Qué está viendo Cathie Wood que el mercado no ve? | ARK Invest vuelve a comprar

ARK

apples and oranges tbh. IZRL is ARK's Israel innovation ETF - \~60 holdings, diversified across tech + biotech/medical, small fund, low-ish vol. IREN is a single high-beta name. not really a head to head.
if the question is "which rips harder" - IREN, way more upside and way more downside. but know what you're holding: it posted a GAAP net loss of \~$248M last quarter (Q3 FY26), second straight quarterly loss, still pre-profit. funded heavily by dilution - $6B ATM program plus a $3B convert. and it's still half a bitcoin miner (mining rev actually > its AI cloud rev last q), pivoting into AI data centers.
real upside is real - Nvidia/Microsoft GPU deals, AI cloud ARR ramping. but it's a high-conviction-or-nothing bet, not a sleep-well hold. i'm watching it, not chasing - waiting for an actual capitulation flush + VIX spike before touching. cheap isn't the same as bottomed.
not advice, just how i'd frame it.

You think DRAM and MUx2 are going to beat the market for 20 years??? 😅 Memory isn’t finite, production will scale to surpass demand cratering that shit within a few years. There’s a few companies and they won’t underproduce just to keep high margins. Tesla/SpaceX will even be making their own in a few years.
I thought this was a joke / circlejerk post acting like you’re a huge investor with 100k to spread thin between ETFs that are historically shitty (ARK) or in a veryyyy unique time period.

cathie buying the dip on coinbase while it’s still down 70% from ATH is basically the same play she ran with tesla — buy the blood, get margin called later. curious if she’s actually buying for the ARK ETFs or just propping up her own bags at this point.