Author: Arushi Garg
4 February, 2026: Cathie Wood’s ARK Invest continues its aggressive strategy in the cryptocurrency space, scooping up over $72 million worth of shares in crypto-related companies like Robinhood, Coinbase, Circle, BitMine, and Bullish, amid a sharp market downturn where Bitcoin fell below $75,000. This move underscores ARK’s long-term optimism in digital assets, even as broader market deleveraging tests investor resolve, potentially signaling a buying opportunity for those eyeing a rebound in the sector.
High Signal Summary For A Quick Glance
Cathie Wood’s ARK Invest has a longstanding strategy of accumulating shares in crypto-related companies during market downturns, viewing them as opportunities to invest in disruptive technologies at discounted prices. This latest accumulation follows a recent slump in cryptocurrency prices, with Bitcoin dipping below $75,000 amid broader market deleveraging and weakened risk appetite, prompting ARK to buy over $70 million in stocks like Robinhood, Circle, BitMine, Coinbase, and Bullish. This behavior is consistent with ARK’s history; for instance, in November 2025, the firm bought Bitcoin ETFs and crypto stocks during a market plummet, reinforcing its bullish long-term outlook.
Previous dips, such as the 2022 crypto winter when ARK heavily invested in Coinbase, often preceded recoveries where those stocks rallied significantly, Coinbase shares surged over 200% in the subsequent 2023-2024 bull market, boosting investor sentiment and contributing to broader sector rebounds.
Key milestones in ARK Invest’s Coinbase and crypto-stock accumulation strategy
ARK Invest purchases roughly $246M worth of Coinbase shares on COIN’s Nasdaq debut, establishing a major position in crypto infrastructure.
During the 2022 downturn, ARK aggressively accumulates Coinbase, treating depressed prices as a long-term entry for digital-asset growth exposure.
ARK purchases about $16.5M in Coinbase shares as Bitcoin slides, reaffirming its bullish stance on crypto exchanges amid volatility.
ARK deploys roughly $56.4M across multiple crypto-related equities including Coinbase, Bitmine, and Circle, positioning into a sector pullback.
ARK adds around $21.8M in crypto exposure across names such as Coinbase, Circle, and Bullish as Bitcoin dips below $90,000.
ARK spends more than $72M on Coinbase, Robinhood, Circle, and Bitmine as Bitcoin drops below $75,000, signaling strong institutional conviction.
On February 2, 2026, ARK Invest bought over $72 million worth of crypto-related stocks as Bitcoin fell below $75,000. The largest purchase was Robinhood, with 235,077 shares worth about $21.1 million. ARK also added positions in Circle, Coinbase, Bullish, BitMine, CoreWeave, and Block.
The buying focused on crypto exchanges, stablecoin issuers, and infrastructure companies, showing ARK’s long-term confidence despite market volatility. ARK continued buying on February 3, adding 89,677 more Robinhood shares worth $8.06 million and 135,131 shares of the ARK 21Shares Bitcoin ETF (ARKB) valued at $756,043. At the same time, it reduced some non-crypto holdings like Airbnb, signaling a shift toward higher crypto exposure during the downturn.
Overall, these moves highlight Cathie Wood’s continued belief in digital assets as long-term portfolio diversifiers, even as market sentiment remains cautious.
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