由Cathie Wood领导的ARK Investment Management LLC在其投资策略方面取得了显着转变。

该公司最近停止出售比特币，并增加了其Coinbase（Coin）股票购买。

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已停止出售比特币，并加强了对Coinbase（NASDAQ：COIN）股票的购买，这一举动可能表明该公司的投资策略发生了变化。

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.

根据X上的阿卡姆情报公司（Arkham Intelligence）的说法，本周早些时候，佛罗里达资产管理公司收购了64,358股Coinbase股票，价值约为1153万美元。这次购买标志着自2024年8月以来，方舟投资最大的硬币收购。

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.

尽管该公司早些时候有报道称该公司出售其BTC持股以重新平衡其投资组合，但该公司还坚持其现货比特币ETF，因此对Coinbase投资组合的新贡献是出于其现货比特币ETF而进行的。

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.

这一决定引发了分析师和投资者之间的讨论，他们试图了解为什么ARK Invest决定在今年早些时候出售了BTC ETF的900万美元，但仍决定在Coinbase购买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.

该策略与先前的举动相反，该策略在周三减少了ARK Invest在Ishares Bitcoin Trust（NYSE：BTC）ETF中的持有量为1,000股，实际上在BTC ETF中出售了900万美元。

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

新举动可能表明，尽管最近的市场下滑，但方舟投资认为Coinbase Stock和更广泛的加密货币市场的潜力更大。

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.

凯茜·伍德（Cathie Wood）和方舟投资（Cathie Wood）投资（Cathie Wood and Ark Invest）也一直在加密货币行业表达他们的乐观情绪，即使在波动期间也是如此。在最近的X帖子中，凯西强调了经济趋势，可能导致比特币抛售中的“放气繁荣”，并以其积极的看法使社区放心。

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.

作为过去几年加密市场上最大的发展之一，美国的现货比特币ETF的认可吸引了机构投资者的兴趣，从而增加了比特币的可及性和流动性。

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.

尽管ARK的投资组合重新平衡策略过去曾出售其比特币ETF，但Cathie Wood仍表现出对BTC的持续看涨。 Coingape的早期报告强调了伍德到2030年对比特币达到100万美元的预测。

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.

随着比特币ETF使大型投资者更容易获得资产敞口，方舟投资决定获得其持股的决定似乎是合乎逻辑的，尤其是考虑到凯茜对比特币对比特币不断增加的主流接受的愿景。

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.

这一最新举措还与该公司经营的投资组合重新平衡策略保持一致，该策略认为它根据市场趋势调整了其持股，专家说，这一方面表明该公司对数字资产的长期信心。