ARKUSDT
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JENSEN FORGIVENESS ARK TIMELINE

I’m very familiar. Her ARK investments have been dumpers. Doesn’t mean everything she buys is bad. Ironically I ended up being wrong now with this Jensen fiasco lol

For scale: ARK's $45.9M is about 0.2% of what Nvidia itself spent buying back its own stock in the quarter to Jul 26 ($19.73B, 94M shares at about $210). Data: Nvidia 10-Q, processed by Equibles.

From IBIT's own daily holdings files, with each day's change in coins priced at that day's close. IBIT | Net BTC | Avg price :--|--:|--: June 2026 | -56,814 | $62,783 July to October | +78,123 | $77,606 30 Oct to 5 Nov | -13,632 | $77,492 June was the fund's worst month since launch, with outflows on 16 of its 21 trading days. Its worst five days on record, 24 to 30 June, ended on this cycle's lowest close so far, $58,532, when IBIT's holders were about 29% under water. Then they bought back in at higher prices, and by late September they were back in profit. Now they're under water again. IBIT held 801,241 BTC on Thursday at an average cost of $81,136, so at about $75,850 the average holder is 6.5% down, around $4.2B on paper. The last five trading days took out 13,632 BTC, with outflows on every one of them, the most for any five-day stretch since the one ending 2 July. The cost is that high because IBIT took in about 436,000 BTC between November 2024 and December 2025 at an average close of about $103,500, which lifted its average from about $60,300 to $82,900. Not every fund looks like this. Fidelity's FBTC and Bitwise's BITB average about $61,700 a coin, so their holders are still about 23% up, while ARK's ARKB sits at about $81,000, like IBIT. How it's worked out: coins added are priced at that day's close and raise the fund's cost, and coins removed leave at its average cost, so the average only moves when coins come in. IBIT has published every day since launch, so its numbers have no estimated part. Fidelity's and Bitwise's histories before late October are estimated from their quarter-end filings, so treat those two as close rather than exact.

So you think the bagholding institutions like ARK are leaning on serious calculations when they throw out ludicrous price targets like 4000/share? Funny how none of their previous predictions have come to fruit.