ARKUSDT
Ark / Tether USD
crypto Composite

I follow Kathy Wood's ARK investing closely. Rather than pick the next winners, I invest capital in some of her ETFs. She had incredible returns last year and her 3 year returns are great.

Sick AI reply!
You seem to only post about XOVR or the ARK venture fund. Also, are you 28 or 35? Your many posts on the topic seem to disagree.

Like when ARK outperformed Berkshire.

Happy to announce DRTS is now in Cathie Wood’s ARK ETF Holdings

Cathie? The one from ARK? The ETF that I am negative by 70% ? She has an outlook, you say ?

Where’s the proof? Checking ark’s website it’s not in any trade notifications and it’s not in their etf holdings https://assets.ark-funds.com/fund-documents/funds-etf-csv/ARK_ISRAEL_INNOVATIVE_TECHNOLOGY_ETF_IZRL_HOLDINGS.csv?_gl=1*1eufm9v*_gcl_au*MTg2OTU3OTAxNi4xNzY4NTM4MDUy*_ga*MjExMTc5NjM5My4xNzY4NTM4MDUy*_ga_2DZXEXTHEJ*czE3Njg2OTEwMzAkbzgkZzEkdDE3Njg2OTEwNzQkajE2JGwwJGgw
Seems ARK did not buy in.

Sell ARK ASAP you maybe up, but that ETF is just terrible. I wouldn't trust Cathie Wood to run a bath let alone an ETF.

Cathie Wood (ARK Invest) argues that Bitcoin’s long-term edge isn’t price action, but math.
**The core logic:**
1. Gold supply expands over time as higher prices incentivize more mining.
2. Bitcoin supply is fixed forever at 21,000,000 coins.
This frames BTC as “hard money.” Assets with non-inflationary supply tend to preserve—and often gain—purchasing power over long timeframes.
Curious how others here weigh *absolute* vs *relative* scarcity.

​I was looking at the latest case from ARK Invest regarding Bitcoin vs. Gold, and it’s a great reminder of why $BTC is unique.
​The main takeaway: Gold is great, but its supply is always growing (relative scarcity). Bitcoin has a hard cap of 21 million (absolute scarcity).
​In the long run, math suggests that an asset with a fixed supply will always outperform an asset that can be mined more. We are moving from physical scarcity to digital scarcity.
​What do you guys think? Is the "Hard Cap" the most important feature of Bitcoin, or is Gold still the safer bet for the next 10 years?

Cathie Wood (ARK Invest) recently reiterated the view that Bitcoin’s long-term investment thesis remains intact, independent of short-term moves in gold.
From a supply-side perspective, the difference is structural:
• Gold has an elastic supply. Higher prices incentivize more mining over time.
• Bitcoin has a fixed supply of 21 million coins. Demand growth cannot increase issuance.
The argument rests on hard money principles: assets with inelastic supply tend to preserve purchasing power more effectively over long time horizons.
Open question:
In today’s macro environment, does absolute scarcity outweigh historical trust and physical backing when it comes to long-term value storage?