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。
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