由Cathie Wood領導的ARK Investment Management LLC在其投資策略方面取得了顯著轉變。

該公司最近停止出售比特幣，並增加了其Coinbase（Coin）股票購買。

Cathie Wood’s Ark Investment Management LLC has stopped selling Bitcoin and ramped up its purchases of Coinbase (NASDAQ:COIN) stock, a move that might signal a shift in the firm’s investment strategy.

Cathie Wood的ARK Investment Management LLC已停止出售比特幣，並加強了對Coinbase（NASDAQ：COIN）股票的購買，這一舉動可能表明該公司的投資策略發生了變化。

According to Arkham Intelligence on X, earlier this week, the Florida asset management firm acquired 64,358 shares of Coinbase, valued at approximately $11.53 million. This purchase marks the largest COIN acquisition by Ark Invest since August 2024.

根據X上的阿卡姆情報公司（Arkham Intelligence）的說法，本週早些時候，佛羅里達資產管理公司收購了64,358股Coinbase股票，價值約為1153萬美元。這次購買標誌著自2024年8月以來，方舟投資最大的硬幣收購。

The new contribution to the Coinbase portfolio comes as the firm is also holding on to its spot Bitcoin ETF despite earlier reports of the firm selling its BTC holdings to rebalance its portfolio.

儘管該公司早些時候有報導稱該公司出售其BTC持股以重新平衡其投資組合，但該公司還堅持其現貨比特幣ETF，因此對Coinbase投資組合的新貢獻是出於其現貨比特幣ETF而進行的。

This decision has sparked discussion among analysts and investors, who are trying to understand why Ark Invest decided to buy the dip in Coinbase despite selling $9 million in BTC ETFs earlier this year.

這一決定引發了分析師和投資者之間的討論，他們試圖了解為什麼ARK Invest決定在今年早些時候出售了BTC ETF的900萬美元，但仍決定在Coinbase購買DIP。

This strategy stands in contrast to its previous move, which saw Ark Invest reduce its holding in the iShares Bitcoin Trust (NYSE:BTC) ETF by 1,000 shares on Wednesday, effectively selling $9 million in BTC ETFs.

該策略與先前的舉動相反，該策略在周三減少了ARK Invest在Ishares Bitcoin Trust（NYSE：BTC）ETF中的持有量為1,000股，實際上在BTC ETF中出售了900萬美元。

The new move might indicate that Ark Invest sees greater potential in Coinbase stock and the broader crypto market, despite the recent market downturn.

新舉動可能表明，儘管最近的市場下滑，但方舟投資認為Coinbase Stock和更廣泛的加密貨幣市場的潛力更大。

Cathie Wood and Ark Invest have consistently expressed their optimism in the cryptocurrency industry, even during periods of volatility. In a recent X post, Cathie highlighted the trends in the economy that could lead to a ‘deflationary boom’ amid the Bitcoin selloff, reassuring the community with her positive outlook.

凱茜·伍德（Cathie Wood）和方舟投資（Cathie Wood）投資（Cathie Wood and Ark Invest）也一直在加密貨幣行業表達他們的樂觀情緒，即使在波動期間也是如此。在最近的X帖子中，凱西強調了經濟趨勢，可能導致比特幣拋售中的“放氣繁榮”，並以其積極的看法使社區放心。

As one of the biggest developments in the crypto market over the past few years, the approval of spot Bitcoin ETFs in the U.S. has attracted interest from institutional investors, increasing the accessibility and liquidity of Bitcoin.

作為過去幾年加密市場上最大的發展之一，美國的現貨比特幣ETF的認可吸引了機構投資者的興趣，從而增加了比特幣的可及性和流動性。

Despite Ark’s portfolio rebalancing strategy that saw it sell its Bitcoin ETF in the past, Cathie Wood has shown persistent bullishness towards BTC. Earlier reports by Coingape highlighted Wood’s prediction of Bitcoin reaching $1 million by 2030.

儘管ARK的投資組合重新平衡策略過去曾出售其比特幣ETF，但Cathie Wood仍表現出對BTC的持續看漲。 Coingape的早期報告強調了伍德到2030年對比特幣達到100萬美元的預測。

With Bitcoin ETFs making it easier for large investors to gain exposure to the asset, Ark Invest’s decision to secure its holdings seems logical, especially considering Cathie’s vision of Bitcoin's increasing mainstream acceptance.

隨著比特幣ETF使大型投資者更容易獲得資產敞口，方舟投資決定獲得其持股的決定似乎是合乎邏輯的，尤其是考慮到凱茜對比特幣對比特幣不斷增加的主流接受的願景。

This latest move also aligns with the portfolio rebalancing strategy the firm operates by, which sees it adjust its holdings based on market trends, an aspect that experts say shows the firm’s long-term confidence in digital assets.

這一最新舉措還與該公司經營的投資組合重新平衡策略保持一致，該策略認為它根據市場趨勢調整了其持股，專家說，這一方面表明該公司對數字資產的長期信心。