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Nvidia and the Crypto Implosion of 2018 with Akram’s Razor (Part 1)
On the show today we are joined by Seeking Alpha contributor, Akram’s Razor, to bring to you a Nvidia podcast in two parts, focused on the company, semiconductors, and beyond. Akram has published numerous articles on semiconductors, software, and macro. He notably forecasted the global crypto crash of 2018 and its impact on Nvidia, an […]
A Closer Look at Facebook’s Libra and Calibra
Joining us on this episode are ARK analysts Yassine Elmandjra and Max Friedrich. Today we talk about the headlines that Facebook has made in recent months, particularly in relation to their plan to launch their own cryptocurrency in 2020. We discuss what Libra is and how it will be governed, what the role of the […]
July mARKet Update Webinar
July mARKet update Spotlight: Facebook’s Libra Cryptocurrency and Electric Vehicles. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro economics, […]
Evolving Narratives in the Crypto Space with Andreas M. Antonopoulos
On the show today we welcome Andreas M. Antonopoulos (@aantonop) to chat with us about his perspectives on the current crypto space, the contrasting developments of Bitcoin and Ethereum, and the massive role that design choices play in the future of these two currencies. We also welcome cryptocurrency analyst Arjun Balaji (@arjunblj) as a co-host […]
The Bitcoin Centralization Narrative with Yassine Elmandjra
In this episode we are joined by our very own crypto-analyst, Yassine Elmandjra, to talk about the idea that Bitcoin is becoming increasing centralized. This narrative has been growing over the last while with bigger entities supposedly controlling larger portions of the blockchain. Yassine shares his perspectives, ultimately showing that this argument has some serious […]
Cryptoassets – A review with Chris Burniske of Placeholder
On the show today we welcome Chris Burniske of Placeholder, a venture capital firm that invests in cryptoassets. Chris is a friend and former colleague of ours at ARK Invest and he will be discussing all the latest developments in the crypto space as well filling us in on Placeholder’s projects and founding ideas. Yassine Elmandjra […]
August mARKet Update Webinar
August mARKet update Spotlight: The Wall of Worry, Tesla, and the Cryptocurrency Market. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market […]
ARK Disrupt Issue 136: Autonomous Cars, Batteries, Crypto, Blockchain, and CRISPR
Please enjoy ARK Disrupt Issue 136. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 135: Scooters, Autonomous Vehicles, Social Media, Crypto, & Fintech
Please enjoy ARK Disrupt Issue 135. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 134: eSports, AI, Crypto, Fintech, Balloons, & CRISPR
Please enjoy ARK Disrupt Issue 134. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 133: AR, Cryptoassets, EVs, Drones, & Balloons
Please enjoy ARK Disrupt Issue 133. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 131: Cryptoassets, AI, Fintech, Robots, Autonomous Cars, and Genes
Please enjoy ARK Disrupt Issue 131. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 127: Internet Trends, Cryptoassets, Reusable Rockets, and Autonomous Taxis
Please enjoy ARK Disrupt Issue 127. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 126: Autonomous Vehicles, CRISPR, & Blockchain Technology
Please enjoy ARK Disrupt Issue 126. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
May mARKet Update Webinar
May mARKet update Spotlight: Market Review, the yield curve, and companies investing in the future. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion […]
$1,700? Even Bitcoin’s Bear Case Is Bullish
Mentioned Companies: GBTCAs the first public asset manager to gain exposure to bitcoin at $250 through the Bitcoin Investment Trust,1 ARK Invest faced a number of questions and much ridicule in September 2015. Given our research-based conviction, and the knee-jerk reaction of skeptics, we knew we were on to something big! Ending a near cataclysmic slide from roughly […]
ARK Disrupt Issue 108: CRISPR, Electric Vehicles, Blockchain Technology, and Crypto Mining
Please enjoy ARK Disrupt Issue 108. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
Big Ideas 2018
Since our founding in 2014, ARK Invest has had one focus: Disruptive Innovation. We define disruptive innovation as the introduction of a technologically enabled new product or service that is going to change the way the world works and make it a better place. Seeking to educate investors and innovation enthusiasts, ARK decided to publish […]
December mARKet Update
December mARKet update Spotlight: Flattening Yield Curves, Bitcoin Futures, and more… ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, […]
ARK Disrupt Issue 93: Autonomous Chips, CRISPR, Mobile Chips, and Bitcoin Mining
Please enjoy ARK Disrupt Issue 93. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 92: AI, Blockchain, CRISPR, Drones, and EVs
Please enjoy ARK Disrupt Issue 92. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 91: The Equifax Hack, AI, Payments, CRISPR, and The Self Drive Act Bill
Please enjoy ARK Disrupt Issue 91. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 90: Gene Therapy, Deep Learning, Payments, and Robots
Please enjoy ARK Disrupt Issue 90. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 89: Autonomous Vehicles, Battery Packs, Bitcoin, Blockchain, and CRISPR
Please enjoy ARK Disrupt Issue 89. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 88: Electric Trucks, Blockchain, Cryptocurrency, and DNA
Please enjoy ARK Disrupt Issue 88. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 87: Self-Driving Electric Trucks, Cryptomining, Ecommerce, and Image Recognition
Please enjoy ARK Disrupt Issue 87. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 86: Genome-Editing, Bitcoin, Fintech, and Autos
Please enjoy ARK Disrupt Issue 86. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 84: AI, ICOs, Dashcams, and CRISPR
Please enjoy ARK Disrupt Issue 84. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 83: AI, Fintech, Autonomous EVs, and Cancer Breakthroughs
Please enjoy ARK Disrupt Issue 83. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
Big Ideas 2017
Rooted in almost 40 years of experience, ARK Invest aims to identify large-scale investment opportunities resulting from technological change. We believe innovation is key to growth. From a broad spectrum of disruptive innovations, Big Ideas represents our annual breakout of technologies that we believe will accelerate significantly in the months ahead. Each section provides you with a brief introduction before illustrating […]
ARK Disrupt Issue 76: Artificial Intelligence, Payments, Cryptoassets
Please enjoy ARK Disrupt Issue 76. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 75: Deep Learning, Micro-Finance, Ethereum, Autonomous Taxi Networks, and Stem Cells
Please enjoy ARK Disrupt Issue 75. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 74: Deep Learning, Genomics, Solar, and Fintech
Please enjoy ARK Disrupt Issue 74. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 70: Blue Chip Tech Stocks, Cryptoassets, Industrial Innovation
Please enjoy ARK Disrupt Issue 70. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
Bitcoin’s Price Behavior: Why 2017 is Not the Same as 2013
A common but mistaken refrain is building that bitcoin’s price behavior of late has been a replica of the infamous late 2013 rise and crash. Certainly, a similar narrative could be spun: bitcoin breaks $1,000, the People’s Bank of China issues some comments that scare people, bitcoin crashes. But if a few marketplace characteristics are investigated, we think the […]
Blockchain Future States: Simon Denny’s Exhibit Investigates Ethereum, 21.co, and Digital Asset Holdings
Bitcoin, and therefore blockchain, was born as a phoenix from the ashes of near Wall Street collapse. A month after Lehman Brothers filed for bankruptcy, an unknown entity by the name of Satoshi Nakamoto, released a white paper that would be core to the cryptocurrency and blockchain movement. Contemporary artist, Simon Denny, brings Bitcoin’s founding […]
Ethereum May Be Undergoing Allopatric Speciation
It’s been an interesting few months for the Ethereum community between the DAO’s record crowdfunding, the infamous hack, and the eventual forking of the network. Ever since the fork, there have been two Ethereum chains: (1) Ethereum (ETH), which was altered to relieve the hacker of their funds, and (2) Ethereum Classic (ETC), which was […]
Markets Using Bitcoin as a Disaster Hedge
ARK Invest Blockchain Products Lead, Chris Burniske, sits down with CNBC to discuss markets using bitcoin as a disaster hedge in relation to the Brexit vote. “What we’ve been seeing with bitcoin, generally, is capital market investors are using it as a disaster hedge. We saw this in summer of last year with the Greek debt […]
Fintech Fizz? – A World Economic Forum Panel Discussion
Investors put a record $4.5 billion into financial start-ups in Asia last year, four times as much as the previous year. But how are disruptive business models and technology innovations transforming finance in Asia and the world? ARK Invest CEO/CIO, Catherine D. Wood addressed this topic during the ‘Fintech Fizz’ session at the World Economic […]
Bitcoin: A Significantly Investable Asset
Exploring Bitcoin As A New Asset Class 1/4 A excerpt of ARK’s white paper exploring bitcoin as the first of its kind in a new asset class—cryptocurrency—distinct from all other asset classes. In this article, we make the case that bitcoin is a significantly investable asset. ARK Invest and Coinbase define investability as providing ample liquidity […]
Bitcoin: Ringing the Bell for a New Asset Class
ARK Invest and Coinbase explore the merit of bitcoin as the first of its kind in a new asset class—cryptocurrency—distinct from all other asset classes. Universally, we think traditional asset classes must meet the requirement of investability. However, traditional asset classes then differ in their politico-economic features, correlation of price movements, and risk-reward profiles. In […]
Bitcoin and Blockchain: Better Together
Adam Ludwin, founder of Chain.com, pointed out in an a16z podcast that people who say blockchain can exist without bitcoin are both completely correct and totally wrong. ARK’s view is the debate between Bitcoin and blockchain is misunderstood and overplayed, mostly due to its nascent nature, overlapping concepts and poorly understood jargon. Understanding the Bitcoin […]
Securing the Bitcoin Network – White Paper
Bitcoin has the potential to be disruptive in a way not seen since the development of the Internet. While the Internet decentralized the dissemination of information, Bitcoin and its underlying “blockchain” are decentralizing the securitization of information. Due to its decentralized design, however, there is no single entity guaranteeing Bitcoin’s long-term reliability. This white paper […]
‘Silicon Alley’ Dissects Bitcoin | A Unique Bitcoin Panel Discussion
Bitcoin has the potential to be the biggest innovation since the Internet. On September 24, 2015 some of the brightest minds in economics, finance, technology and regulation came together during a bitcoin panel discussion to examine the disruptive innovation of bitcoin. (Bios of all panel members below) Moderated by Brian Kelly (CNBC), the event ‘Silicon Alley’ Dissects Bitcoin offered a unique bitcoin panel […]
Bitcoin: A Currency | Investigating Bitcoin 5/5
Investigating Bitcoin 4 | 5 A series of articles investigating the disruptive potential of bitcoin and evaluating it as a currency. Technically, bitcoin could satisfy all three roles of money, as discussed in ARK Invest’s prior pieces in this series (bitcoin: A Means of Exchange, bitcoin: A Store of Value, bitcoin: A Unit of Account). Next […]
Bitcoin: A Unit of Account | Investigating Bitcoin 4/5
Investigating Bitcoin 3 | 5 A series of articles investigating bitcoin and its disruptive potential as a currency. To satisfy the third and final property of money, bitcoin must become a “measuring stick” for assets and liabilities: in other words, it must be fungibile. bitcoins’ digital equality within the blockchain does allow for mutual substitution, although […]
Bitcoin: A Store of Value | Investigating Bitcoin 3/5
Mentioned Companies: TWTRInvestigating Bitcoin 2 | 5 A series of articles investigating the disruptive potential of bitcoin and evaluating it as a currency. As of August 1st, 2015, approximately 14.5 million bitcoins had been created which, at its US dollar exchange rate on that day of around $280 per bitcoin, implied more than $4 billion in stored value. […]
Bitcoin: A Means of Exchange – Investigating Bitcoin 2/5
Investigating Bitcoin 1 | 5. A series of articles investigating the disruptive potential of bitcoin and evaluating it as a currency. The software underlying Bitcoin enables bitcoin as an elegant means of exchange. In this article, “Bitcoin” refers to the open source, decentralized technology platform upon which “bitcoin”, the digital currency, depends. Like cash, transactions […]
Bitcoin: A Primer – Investigating Bitcoin 1/5
Few innovations have generated as much controversy and potential for worldwide economic transformation as have Bitcoin and bitcoin. Bitcoin is an open source, decentralized technology platform upon which bitcoin, the digital currency, depends. On August 1, 20151, the digital currency was priced at $280 per bitcoin, with 14.5 million units in circulation, $4 billion in […]
Centralization Drives Need for Bitcoin Network Changes
The Bitcoin community has been anxious lately about the centralization of the network’s computing power into large pools of miners. On June 13, the largest of these pools, GHash.IO, briefly represented more than half of Bitcoin network’s computing power. Any party controlling more than half of bitcoin production, or its hash rate, could abuse and […]
Cryptocurrencies Will Challenge Traditional Transaction Platforms and Monetary Policies
Until cryptocurrencies surfaced seemingly out of nowhere, merchants and consumers seemed resigned to a 2.5-3% transaction toll with each credit or debit card purchase, while lower income individuals accepted the 8% remittance fee charged by companies like Western Union . Now, those payment platforms are facing the threat that cryptocurrencies could usurp their roles as intermediaries. Cryptocurrencies such […]
