Ark Invest increases exposure to crypto-related stocks amid market pullback
According to recent disclosures, Ark Invest, led by Cathie Wood, has continued accumulating crypto-related equities during the recent market dip.
On February 3, the firm reportedly added positions across several companies operating in the digital asset and fintech space, including Robinhood, Circle, Bitmine, Coinbase, Bullish, and Block Inc.. Ark Invest also increased exposure to its own Bitcoin ETF as part of the same allocation activity.
This pattern suggests that Ark is maintaining a long-term strategy focused on infrastructure and service providers within the crypto ecosystem, particularly during periods of market weakness. Such allocations typically reflect expectations around sustained adoption of digital assets, blockchain-based financial services, and tokenized markets.
From a broader perspective, institutional activity of this nature is often monitored as it can signal how large asset managers are positioning around crypto-related sectors during periods of volatility, especially in relation to exchanges, payment platforms, and digital asset custody services.
Live Panel: TradFi On-Chain — Bridging Traditional Assets and Crypto A live panel discussion is being held on TradFi On-Chain, focusing on how traditional financial assets are being integrated into on-chain and crypto market infrastructure.
Date: Feb 4 Time: 12:00 UTC
Speakers: • Chao Lu, Head of Derivatives at Binance • Alice Liu, Head of Research at CoinMarketCap • Sebastian, Head of Data Partnerships at Token Terminal • Roschamomile
Host: Karin Veri
The discussion will cover how traditional markets and blockchain systems are increasingly converging, and what this means for data, derivatives, and future financial infrastructure.
This reflects a broader shift where crypto platforms are evolving into multi-asset ecosystems that connect on-chain technology with real-world financial markets.
Most people track Bitcoin’s price. Few track this.
Bitcoin’s short-term volatility often captures attention, but the more meaningful signal lies in how the market behaves during recovery phases. After a period of downside pressure, the latest data reflects a shift in short-term conditions: Market context • Pair: BTC/USDT • Price: 78,814.00 USDT • 24h change: +1.90% • Value change (24h): +1,468.13 USDT • 24h high: 78,885.00 USDT • 24h low: 74,604.00 USDT This range suggests renewed participation within a highly liquid environment. Recovery phases often indicate that market participants are reassessing value levels rather than reacting purely to momentum. What remains structurally consistent is Bitcoin’s fixed supply model. With a hard cap of 21 million coins and a transparent issuance schedule, Bitcoin operates on a monetary framework that is not influenced by policy decisions, interest rates, or centralized control mechanisms. From a network perspective, Bitcoin continues to function as the primary settlement layer of the digital asset ecosystem. It maintains the highest hash rate, the most geographically distributed node network, and the longest uninterrupted operational history among blockchains. A key insight here is that rebound phases are not just price reactions — they are stress tests for network confidence. Each recovery period reflects how resilient the market is in treating Bitcoin as digital infrastructure rather than a short-term speculative instrument. Short-term movements reflect sentiment and liquidity, but Bitcoin’s long-term relevance is shaped by its scarcity, security model, decentralization, and role as a neutral, permissionless financial layer for global value transfer. #BTC #bitcoin #crypto #StrategyBTCPurchase $BTC
Zhu Su highlights behavioral risks associated with selling at market peaks
Zhu Su, co-founder of Three Arrows Capital, has cautioned that selling assets at perceived market peaks may carry higher behavioral risks than selling during periods of decline.
According to NS3.AI, Zhu Su noted that successfully exiting at the top of a market can create a psychological effect of overconfidence. This may lead traders to re-enter positions prematurely, potentially increasing overall risk exposure.
He also referenced a case involving Garrett and the “10/10 event,” suggesting that strong performance and realized gains may contribute to more aggressive or less disciplined trading behavior. While the example is speculative, the broader point highlights how emotional responses to success can influence future decision-making.
From a market perspective, this commentary reflects a common behavioral finance principle: psychological factors such as confidence, fear of missing out, and recent success can significantly affect risk management and trading discipline, sometimes more than market conditions themselves.