ARK Invest 在市場反彈時減持 Coinbase 部位

Is ARK Invest Trimming Its Coinbase Holdings Amidst Market Rebound?

ARK Invest 是否會在市場反彈之際削減其 Coinbase 持股？

ARK Invest, a prominent issuer of spot Bitcoin ETFs, has been lightening its position in Coinbase as the stock's price ascends past $270. According to a trade notification obtained by Cointelegraph, ARK disposed of 199,526 Coinbase shares from its ETFs on March 21.

ARK Invest 是現貨比特幣 ETF 的知名發行商，隨著 Coinbase 股價升至 270 美元以上，該公司一直在減持其在 Coinbase 的持股。根據 Cointelegraph 獲得的交易通知，ARK 於 3 月 21 日從其 ETF 處置了 199,526 股 Coinbase 股票。

What's Driving ARK's Sale of Coinbase Shares?

是什麼推動了 ARK 出售 Coinbase 股票？

ARK's latest Coinbase sale is part of a broader trend of divestment in the cryptocurrency exchange. The firm has been actively selling Coinbase shares since its market debut in 2021. On March 21, ARK sold 133,533 shares from the ARK Innovation ETF (ARKK), worth approximately $35 million based on Coinbase's closing price of $262.

ARK 最新的 Coinbase 出售是加密貨幣交易所更廣泛的撤資趨勢的一部分。自 2021 年上市以來，該公司一直在積極出售 Coinbase 股票。3 月 21 日，ARK 出售了 ARK Innovation ETF (ARKK) 的 133,533 股股票，根據 Coinbase 262 美元的收盤價計算，價值約 3500 萬美元。

How Does This Sale Compare to ARK's Previous Transactions?

這次出售與 ARK 之前的交易相比如何？

This recent sale is one of ARK's largest Coinbase transactions so far in 2024. The previous significant sale occurred on March 11, when ARK sold 270,365 Coinbase shares. Notably, on February 16, ARK made its most substantial Coinbase sale of the year, offloading 499,149 COIN shares from its three ETFs.

最近的出售是 ARK 2024 年迄今為止最大的 Coinbase 交易之一。上一次重大出售發生在 3 月 11 日，當時 ARK 出售了 270,365 股 Coinbase 股票。值得注意的是，2 月 16 日，ARK 進行了今年最大規模的 Coinbase 出售，從其三家 ETF 中出售了 499,149 股 COIN 股票。

Why is Coinbase Stock Rising?

為什麼Coinbase股票上漲？

The sale coincides with a period of sustained growth for Coinbase stock, which has surged above $270 for the first time since December 2021. According to TradingView, Coinbase briefly topped $276 on March 21. This rally follows a six-month period in which Coinbase shares have appreciated by nearly 250%.

此次出售恰逢Coinbase 股票持續成長的時期，該股票自2021 年12 月以來首次飆升至270 美元以上。根據TradingView 的數據，Coinbase 於3 月21 日短暫突破276 美元。這次反彈是在Coinbase 股票連續六個月上漲後已升值近250%。

Is ARK Scaling Back Its Coinbase Exposure?

ARK 是否正在縮減其 Coinbase 風險敞口？

ARK's consistent sale of Coinbase shares suggests a cautious approach towards the cryptocurrency exchange. The firm has been reducing its Coinbase holdings as the stock price has risen. This strategy may reflect ARK's belief that Coinbase is currently overvalued or that the cryptocurrency market is facing headwinds.

ARK 持續出售 Coinbase 股票表明其對加密貨幣交易所持謹慎態度。隨著 Coinbase 股價上漲，該公司一直在減持其持股。這項策略可能反映了 ARK 認為 Coinbase 目前被高估或加密貨幣市場面臨逆風的信念。

What Other Holdings is ARK Trimming?

ARK Trimming 還持有哪些其他股份？

In addition to Coinbase, ARK has been selling shares of Block, a Bitcoin-focused fintech company founded by Jack Dorsey. On March 21, ARK sold 188,519 Block shares from its ARKK fund, netting $15.8 million.

除了 Coinbase 之外，ARK 還出售了 Block 的股票，Block 是一家由 Jack Dorsey 創立的專注於比特幣的金融科技公司。 3 月 21 日，ARK 從其 ARKK 基金中出售了 188,519 股 Block 股票，淨賺 1,580 萬美元。

Is ARK Complying with Regulatory Constraints?

ARK 是否遵守監理限制？

ARK's sale of Robinhood shares is driven by compliance with Rule 12d3-1. This rule prohibits ETFs from acquiring more than 5% of the value of their total assets in securities by a registered investment adviser, broker, dealer, or underwriter. ARK has been gradually reducing its Robinhood holdings to comply with this regulation.

ARK 出售 Robinhood 股票是為了遵守規則 12d3-1。此規則禁止 ETF 由註冊投資顧問、經紀人、交易商或承銷商收購其總資產價值 5% 以上的證券。為了遵守這項規定，ARK 一直在逐步減持 Robinhood 的股份。

What's the Takeaway for Investors?

投資者的收穫是什麼？

ARK Invest's sale of Coinbase and Block shares signals a cautious approach to the cryptocurrency market. The firm's actions suggest that it believes Coinbase is currently overvalued and that the cryptocurrency sector may face challenges. Investors should consider ARK's divestment decisions when evaluating their own cryptocurrency investments.

ARK Invest 出售 Coinbase 和 Block 股票表明其對加密貨幣市場持謹慎態度。該公司的行動表明，它認為 Coinbase 目前估值過高，加密貨幣行業可能面臨挑戰。投資者在評估自己的加密貨幣投資時應考慮 ARK 的撤資決定。