SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF Trust is trending as escalating geopolitical tensions, specifically potential US tariffs on European economies related to Greenland and a 'Board of Peace' initiative, spark significant market uncertainty. Community discussions are rife with expectations of a market dip, though many anticipate a swift 'buy the dip' recovery, recalling past instances of market resilience to tariff-related volatility.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending as renewed tariff threats and geopolitical statements from former President Trump regarding European allies and Greenland ignite market concern. While many anticipate a market dip, a strong 'buy the dip' sentiment persists among some traders, recalling past swift recoveries in the tech-heavy index.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently trending following recent international approvals for its cancer immunotherapies, notably in Saudi Arabia for lung cancer, alongside updated positive clinical study results. The community is enthusiastically discussing the potential of Anktiva to revolutionize cancer treatment and is vocal about perceived US FDA delays, which is fueling significant speculation around a short squeeze. Investors are expressing strong optimism regarding Dr. Soon-Shiong's strategic vision and the company's considerable growth trajectory.

United States Commodity Funds LLC - United States Natural Gas Fund

United States Natural Gas Fund, LP

United States Natural Gas Fund ($UNG) is trending as an intensifying Arctic air invasion across large parts of the US is forecast to drive a significant surge in heating demand. The community is buzzing about a potential short squeeze, given extreme short interest and the sudden shift to frigid weather, though acknowledging the commodity's notorious volatility. This immediate weather catalyst is compounded by emerging long-term demand narratives surrounding AI data centers.

BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF

iShares Russell 2000 ETF

The iShares Russell 2000 ETF ($IWM) is a major talking point as investors debate its resilience amid ongoing discussions about potential tariffs and a highly anticipated Supreme Court ruling. Community sentiment points to a strong rotation from large-cap tech into small caps, with IWM consistently outperforming other major indices. Despite some skepticism regarding the profitability of its underlying holdings, traders are closely watching IWM's breakout performance and its implications for broader market dynamics.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending due to escalating U.S.-EU tariff tensions over Greenland, which has triggered a broad risk-off sentiment across the cryptocurrency market. This geopolitical uncertainty has led to substantial long liquidations, sparking community debate about Bitcoin's reliability as a safe haven asset, with some strategizing potential further declines and others viewing current levels as a buying opportunity.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending due to significant uncertainty surrounding the Digital Asset Market Clarity Act, after its CEO withdrew support over concerns about stablecoin rewards and other provisions, leading to the Senate postponing a key hearing. Community discussion reflects frustration with the stock's underperformance despite broader crypto movements, with many debating if the CEO's stance is a strategic long-term win or a short-term blow for vital revenue streams.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending significantly as renewed geopolitical tensions intensify, primarily driven by discussions around potential US tariffs on European countries concerning Greenland. This has sparked community debate regarding gold's role as a safe-haven asset, with many anticipating further upside amid broader uncertainty and concerns over currency debasement, while others caution about an overextended rally. The ongoing criticism of the Federal Reserve's independence adds another layer of market uncertainty supporting precious metals.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is intensely trending as a wave of bullish analyst upgrades, touting its AI-powered AXON platform and e-commerce expansion, clashes with significant recent price declines. The community is actively debating whether these drops are market manipulation and recurring short attacks ahead of anticipated strong earnings, or if the stock is facing genuine overvaluation and sector-wide headwinds.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is actively trending following its recent shareholder meeting, where the approval of a massive increase in authorized shares and a controversial $200 million investment in MrBeast Industries sparked widespread debate. Many investors are expressing concerns over potential dilution and a perceived deviation from the core Ethereum strategy, especially given the no-show of expected speakers and the stock's decoupling from Ethereum's performance. The community is intensely discussing whether these strategic moves represent visionary growth or significant missteps by management, led by Tom Lee.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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<ul class="summary-bullets"><li>Gold rose about 65% in 2025, while Bitcoin fell roughly 6%, according to Wood.</li><li>Wood said Bitcoin’s recent price weakness does not undermine its long-term investment thesis.</li><li>She noted gold typically rallies sharply during periods of rising inflation fears, though this cycle may also reflect global wealth growing faster than gold supply.</li></ul>Ark Invest CEO Cathie Wood sees the current decoupling between gold and Bitcoin (BTC) not as a competition, but as a difference in market roles and timing.In a note to investors, she noted that gold significantly outperformed Bitcoin in 2025, rising 65% while&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell around 6%. She added that since the end of the U.S. equity bear market in late 2022, gold prices have surged 166%.&nbsp;<h2 class="st-heading-2">Bitcoin Versus Gold</h2>Wood said Bitcoin’s recent price weakness does not undermine its long-term thesis. She said that, usually, gold rallies this hard when inflation fears are mounting. However, this time around, it’s possible that global wealth has grown faster than gold supply, pushing demand beyond what miners can easily produce.Unlike gold, Bitcoin can’t increase supply when prices rise. Its inflation rate is built into the code and gets smaller over time. That scarcity, plus its low correlation with stocks, bonds, and even gold itself, makes Bitcoin a powerful tool for diversification over the long run, Wood noted. Despite short-term weakness, Bitcoin has still risen roughly 360% since late 2022.Wood noted that while gold may be benefiting from near-term demand dynamics, Bitcoin is “playing the long game”. Since 2020, Bitcoin has shown very low correlation with stocks, bonds, gold, and commodities. This makes it a potential diversifier in institutional portfolios.<h2 class="st-heading-2">Different Roles In Portfolios</h2>Wood suggested that gold’s recent price action likely reflects its use as a hedge amid geopolitical uncertainty and tariff hearings around the corner. According to her, Bitcoin is instead gaining interest as a long-term store of value and a return enhancer.Bitcoin’s price fell 1.4% in the last 24 hours to trade at around $95,300 on Friday morning. Retail sentiment on Stocktwits around the apex cryptocurrency remained in ‘bullish’ territory, but chatter dipped to ‘normal’ from ‘high’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-bmnr-edges-higher-after-agm-despite-speaker-no-shows/cmUl0JGR4Jp">Tom Lee-Backed BMNR Edges Higher After AGM Despite Speaker No-Shows – Chairman Signals Lighter Investment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Cathie Wood Says Gold Is Winning Now, But Bitcoin Is ‘Playing The Long Game’

In a note to investors, ARK Invest CEO Cathie Wood said the recent divergence between gold and Bitcoin reflects different market roles and timing, not direct competition.

Cryptocurrency

<ul class="summary-bullets"><li>ARK Blockchain &amp; Fintech Innovation ETF was the worst hit among Ark’s portfolio, down 16% over the fourth quarter.</li><li>The firm said heightened volatility across the cryptocurrency market during that period drove the underperformance.</li><li>Not only did the October 10 crypto crash lead to heavy losses, but the subsequent dip in trading volumes across centralized exchanges also weighed on holdings like Coinbase.</li></ul>Coinbase (COIN), Bitmine Immersion Technologies (BMNR) and Robinhood (HOOD) emerged as the largest detractors across Cathie Wood’s ARK exchange-traded funds during the fourth quarter of 2025.According to the firm’s quarterly report, weakness in crypto-linked equities weighed on performance across several ARK portfolios, including the&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet ETF (ARKW)</a>, the&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Blockchain &amp; Fintech Innovation ETF (ARKF)</a>, and the flagship&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF (ARKK)</a>. ARKW dipped more than 14% over the last three months of 2025, ARKK fell more than 10%, and ARKF was the worst hit – down over 16%.&nbsp;&nbsp;The report said the underperformance across the three ETFs occurred during a period of heightened volatility. October saw one of the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-markets-hit-by-500-million-liquidation-after-trumps-tariff-threat-on-china/ch6Oc3OR3j2">worst cryptocurrency crashes</a>, with over $19 billion liquidated in a single day. It also noted that trading activity declined thereafter on centralized crypto exchanges such as Coinbase.<h2 class="st-heading-2">Crypto Stocks Weigh On ARK Portfolio</h2>COIN’s stock was the single largest detractor in ARKF, falling 2.31% over the quarter. BMNR’s stock declined 1.48%, while shares of Robinhood slid 1.26%. All three ranked among the bottom five contributors to fund performance during the period.The same was reflected in the other two portfolios. In ARKK, Coinbase and Bitmine also ranked among the five largest detractors, with COIN down 2.07% and BMNR down 1.45% during the quarter. Both stocks again appeared among the weakest performers in ARKW, where Coinbase declined 1.82% and Bitmine fell 1.47%.<h2 class="st-heading-2">How Are COIN, BMNR &amp; HOOD Stocks Doing So Far This Year?</h2><a href="https://stocktwits.com/symbol/COIN/">COIN’s stock</a> dipped 1.28% in pre-market trade on Thursday, with retail sentiment on Stocktwits improving to ‘bullish’ from ‘neutral’ over the past day. So far this year, the stock is up 10%, according to TradingView.In comparison,&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> has gained more than 16% in 2026. The shares edged 0.49% higher in pre-market trade. Like Coinbase, Bitmine also saw retail sentiment improve to ‘bullish’ from ‘neutral’ over the past day.Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/HOOD/">HOOD’s stock</a>, on the other hand, remained in ‘bearish’ territory over the past day. Shares were trading flat early on Thursday morning, with the company clocking a gain of just 3.6% so far this year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-goes-long-on-strategy-betting-on-bitcoin-rebound-adds-zcash/cmU19D0R47L">Arthur Hayes Goes Long On Strategy, Metaplanet Betting On Bitcoin Rebound – Continues To Add To Zcash Stack</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, Founder & CEO, Ark Invest, speaks during the second day of the FII PRIORITY Summit held at the Faena Hotel on February 20, 2025 in Miami Beach, Florida. (Photo by Joe Raedle/Getty Images)

COIN, BMNR, HOOD Stocks Lead Losses Across Cathie Wood’s ARK ETFs In Volatile Q4

Coinbase was the largest single detractor across several ARK portfolios.

 A UiPath logo seen displayed on a smartphone with stock market percentages in the background. 

UiPath’s Agentic AI Bet Is Winning Over Retail Investors, With Sharp Selloff Seen As A Buying Opportunity 

Over the past year, the company has doubled down on AI-led updates in business automation software.

Equity

Over the past year, the company has doubled down on AI-led updates in business automation software.


<ul class="summary-bullets"><li>The current U.S. Bitcoin reserve consists solely of forfeited assets held under executive order.</li><li>Ark Invest founder Cathie Wood said Wood stated there were several reasons Trump is likely to continue supporting crypto.</li><li>"The most important one is that he doesn’t want to be a lame duck," Wood said.&nbsp;</li></ul>Ark Invest founder Cathie Wood said President Donald Trump is likely to authorize the government to buy&nbsp;up to 1 million Bitcoin (BTC) ahead of the U.S. midterm elections later this year.According to her, political incentives and policy groundwork already point in that direction. "The&nbsp;original intent was to own 1 million Bitcoins,&nbsp;so I actually think they will start buying," Wood said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=7vlo6rj_bo8">episode</a> of ‘Bitcoin Brainstorm’ by Ark Invest.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.4% higher in the last 24 hours to around $90,500. The broader cryptocurrency market was also subdued. Retail sentiment around BTC on Stocktwits remained in ‘extremely bullish’ territory over the past day, with chatter at ‘high’ levels.<h2 class="st-heading-2">Why Would Trump Buy 1 Million Bitcoin?</h2>Wood stated there were several reasons Trump is likely to continue supporting crypto.&nbsp;"The most important one is that he doesn’t want to be a lame duck," Wood said. "He wants to have another one or two productive years, and I think he sees crypto as a path to the future."She added that his family’s stake in the crypto industry’s success and that the "crypto community" was "part of the reason he won the presidency" are also likely to impact the Trump administration’s push to stock up on Bitcoin.&nbsp;<h2 class="st-heading-2">Trump’s Bitcoin Reserve Still Limited To Seized Assets</h2>Wood noted that while the Trump administration established a strategic Bitcoin reserve, it has so far relied only on assets obtained through government seizures rather than market purchases."It seems as though there has been reticence about actually buying Bitcoin for the strategy reserve. So far, it's confiscated [Bitcoin]," Wood said, referring to the assets seized by government forfeiture that Trump pledged not to sell.&nbsp;<h2 class="st-heading-2">Crypto-Friendly Trump Administration</h2>Last year, Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-tumbles-as-trump-bitcoin-strategic-reserve-plan-fails-to-impress/chepruYRbGI">signed</a> an executive order directing the federal government to treat seized Bitcoin as a strategic national asset. The order also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/treasury-chief-bessent-trump-bitcoin-strategic-reserve-expand-altcoins/cheqOLBRbGA">instructed</a> the Treasury and Commerce Departments to explore “budget-neutral” strategies to expand the government’s Bitcoin holdings, though no purchases have yet been announced.The administration has also created a crypto-focused working group chaired by Special Advisor for AI and Crypto David Sacks and&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/house-advances-genius-and-clarity-crypto-bills/ch8hldrR5or">supported</a> legislation such as the GENIUS Act. The market structure bill is&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-market-structure-bill-back-to-back-votes-expected-next-week/cmUGU4iR4PE">slated</a> for a markup next week.Wood said that Trump is also likely to push for a de minimis tax exemption for cryptocurrency transactions, which would eliminate capital gains taxes on small crypto payments and improve everyday usability.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-rallies-while-bitcoin-stalls-ahead-of-trump-tariff-ruling-jobs-data/cmU25PPR45H">Solana Rallies While Bitcoin Stalls Near $91,000 Ahead Of Trump Tariff Ruling, Jobs Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk past an advertisement featuring Donald Trump with Bitcoin in Hong Kong on Sunday, April 6, 2025. (Photo by May James/SOPA Images/LightRocket via Getty Images)

Trump May Buy Bitcoin For Strategic Reserve Before Midterms To Avoid Looking Like A ‘Lame Duck’, Says Cathie Wood

In a podcast by Ark Invest, Cathie Wood said she believes the administration may move beyond seized Bitcoin toward direct purchases.

<ul class="summary-bullets"><li>Buying activity followed Coinbase’s announcement of stock trading and prediction markets</li><li>ARK funds posted modest after-hours gains following recent declines.</li><li>Retail sentiment on Stocktwits around ARK ETFs remained largely bearish despite fresh inflows.</li></ul>Cathie Wood’s ARK Invest slowed the pace of new purchases on Thursday, but continued to add to its position in Coinbase Global (COIN), indicating ongoing conviction in the crypto exchange following its latest product expansion.<a href="https://stocktwits.com/symbol/COIN">COIN’s stock</a> gained more than 3% in pre-market trade, trading at around $246.85. On Stocktwits, retail sentiment around the crypto exchange improved to ‘neutral’ from ‘bearish’ territory over the past day, while chatter remained at ‘high’ levels.Across its actively managed ETFs, data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2001844829681242607?s=20">showed</a> ARK added more than 17,000 shares of Coinbase. The ARK Innovation ETF (ARKK) purchased just over 12,000 shares, while the ARK Next Generation Internet ETF (ARKW) added roughly 3,500 shares and the ARK Fintech Innovation ETF (ARKF) bought about 1,810 shares, according to daily trading disclosures.<figure class="image"><a class="st-link-external" href="https://x.com/ArkkDaily/status/2001844829681242607" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:817/662;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_052748_png_8e302ae075.webp" alt="Screenshot 2025-12-19 052748.png" width="817" height="662"></a><figcaption>Source: @ArkkDdaily/X</figcaption></figure><h2 class="st-heading-2">Coinbase Remains A Core ARK Holding, Even At A Loss</h2>Thursday’s purchases followed another round of&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-buys-more-bitmine-stock-amid-ethereum-pullback/cLegKO7REAJ">Coinbase buying</a> in the prior session, extending a multi-day accumulation trend across ARK’s flagship funds. Earlier in the week, ARK added 16,795 Coinbase shares to ARKK, 4,879 shares to ARKW, and 2,524 shares to ARKF.Ark Invest&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ark-invest-buys-more-crypto-stocks-while-its-circle-and-coinbase-positions-sit-at-losses/cLeJbxUREY2">reported</a> holding approximately 2.4 million shares of Coinbase in its latest 13F filing. At current market prices, the position is valued near $592 million, representing a roughly $216 million drop from its last reported value.<a href="https://stocktwits.com/symbol/ARKK">ARKK</a> gained 1.3% in pre-market trade. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARKW</a> rose 0.96%, with retail sentiment improving to ‘neutral’ from ‘bearish’ territory over the past day as chatter remained at ‘normal ‘levels.<a href="https://stocktwits.com/symbol/ARKF">ARKF</a> was up over 1%, with retail sentiment around the fund trending in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<h2 class="st-heading-2">Stock Trading On Coinbase</h2>The increased exposure comes shortly after Coinbase announced plans to introduce stock trading on its platform during its ‘System Update’ product event, marking a notable expansion beyond its crypto-only roots.Coinbase also revealed a partnership with Kalshi to power prediction markets on its platform, a move that mirrors a similar initiative launched earlier this year by Robinhood Markets Inc. (HOOD). The expansion places Coinbase more directly into competition with retail brokerages that already offer both equity trading and event-based contracts.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-bmnr-rise-after-boj-rate-decision-results-in-bitcoin-ethereum-rebound/cLeik8qRErF">MSTR, BMNR Rise After BOJ Rate Decision Results In Bitcoin, Ethereum Rebound</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Monitors display Coinbase signage during the company's initial public offering (IPO) at the Nasdaq market site April 14, 2021 in New York City.

ARK Invest Slows Trading Spree But Can’t Quit Coinbase 

ARK added Coinbase shares across ARKK, ARKW, and ARKF for a second consecutive session.

<ul class="summary-bullets"><li>Cathie Wood’s ARK Invest added shares of BitMine Immersion Technologies on Wednesday following a sharp pullback in the stock amid Ethereum’s recent decline.</li><li>ARK funds also increased exposure to crypto exchanges, adding shares of Coinbase and Bullish across three of its portfolios.</li><li>The buying comes amid growing competition among trading platforms expanding into prediction markets and multi-asset offerings.</li></ul>Cathie Wood’s ARK Invest bought up more shares of BitMine Immersion Technologies (BMNR) on the cheap as the fall in Ethereum’s (ETH) price dragged the stock lower on Wednesday.The fund manager also loaded up on crypto exchanges Coinbase (COIN) and Bullish (BLSH) on Wednesday, as the field faces more competition and an increasing number of players are dipping their toes into the prediction market space.<h2 class="st-heading-2">ARK Buys BitMine Amid Sharp Pullback</h2>Ethereum-focused digital asset treasury (DAT)&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> fell 6.59% on Wednesday, down more than 24% over the past week as Ethereum’s price struggled to regain the $3,000 mark. Retail sentiment around the company on Stocktwits remained in ‘bearish’ territory over the past day, amid ‘low’ levels of chatter.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was trading at around $2,800 on Wednesday night, down 3.8% in the last 24 hours. Retail sentiment around the leading altcoin trended in ‘extremely bearish’ territory over the past day, accompanied by ‘low’ levels of chatter.ARK Innovation ETF (ARKK) added 250,029 shares of BMNR, while ARK Next Generation Internet ETF (ARKW) purchased 72,617 shares and ARK Blockchain &amp; Fintech Innovation ETF (ARKF) bought up 37,586 shares.<h2 class="st-heading-2">ARK Adds Coinbase, Bullish Amid Prediction Market Frenzy</h2>ARK also increased its positions in crypto exchanges, adding shares of Coinbase and Bullish across all three funds.The change in holdings came ahead of Coinbase’s ‘System Update’ keynote, where the company <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-stock-gains-as-coinbase-targets-robinhood-turf-with-stock-trading/cLegQuyREAE">announced</a> it was introducing stock trading on its platform and a partnership with Kalshi for prediction markets. Earlier this week, Gemini (GEMI) <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/gemini-beats-coinbase-to-market-as-prediction-markets/cLe7wveREoy">announced</a> a similar expansion into the prediction market, and Robinhood (HOOD) <a href="https://stocktwits.com/news-articles/markets/equity/robinhood-ceo-vlad-tenev-bets-on-prediction-market-supercycle/cLeOTSTREpS">said</a> it would now allow event contracts for player-level sports data. Robinhood CEO Vlad Tenev described the trend as the potential start of a prediction market ‘supercycle.’<a href="https://stocktwits.com/symbol/ARKK">ARKK</a> edged 0.24% higher in after-hours trade on Wednesday after falling more than 3% in regular trading. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARKW</a> rose 1.6% in after-hours trading after a similar loss of over 3% the previous day. It also retail sentiment trending in ‘bearish’ territory over the past day, but chatter remained at ‘normal ‘levels.<a href="https://stocktwits.com/symbol/ARKF">ARKF</a> was flat in after-hours trade after a 2.4% dip in the previous session. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/weedcoin-jumps-as-trump-marijuana-reclassification-talk-fuels-retail-frenzy/cLegLgPREAI">Weedcoin Crypto Token Jumps Over 150% In A Week As Trump Marijuana Reclassification Talk Fuels Retail Frenzy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood’s ARK Buys More BitMine Amid Ethereum Pullback – Adds Coinbase and Bullish Too

Ethereum’s price continued to trade below $3,000 on Wednesday night, pressuring ETH-linked equities like BMNR.

<ul class="summary-bullets"><li>Ark Investment has been actively buying shares in crypto-focused companies this month amid the downtrend in digital asset prices.</li><li>The firm has also acquired shares of stablecoin issuer Circle and BitMine Immersion Technologies, the Ethereum treasury company chaired by Tom Lee, in recent times.</li><li>Bullish is scheduled to report its third-quarter earnings on Nov. 19.</li></ul>Cathie Wood’s Ark Investment Management acquired Bullish shares on Monday, the latest in a series of purchases in the cryptocurrency exchange.According to the fund’s daily trading report, ARK Innovation ETF (ARKK) purchased 191,195 Bullish shares, the ARK Next Generation Internet ETF (ARKW) bought 56,660 shares, and the ARK Fintech Innovation ETF (ARKF) acquired 29,208 shares of the Peter Thiel-backed firm.<h2 class="st-heading-2">Wood Bolsters Crypto Holdings Amid Slump</h2>Ark Investment, renowned for its holdings of tech-focused growth stocks, has been actively buying shares in crypto-focused companies this month amid the downtrend in digital asset prices. Bitcoin plunged below $90,000 late on Monday, to hit its lowest since April, extending its declines over the past week as traders remained cautious on riskier assets amid uncertainties over the Federal Reserve’s interest rate path.On Monday, Bullish stock fell 4.5% to $36.75, implying that Ark might have spent about $10.2 million on the purchases. Last week, Ark added more than 75,000 Bullish shares after buying even more earlier this month. The firm has also acquired shares of stablecoin issuer Circle and BitMine Immersion Technologies, the Ethereum treasury company chaired by Tom Lee, in recent times.<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/BLSH">Bullish</a> moved ‘extremely bullish’ from ‘bullish’ a day ago, while chatter was ‘high.’<figure class="image"><img style="aspect-ratio:791/100;" src="https://news.stocktwits-cdn.com/BLSH_Nov_18_JPG_2b9937335f.webp" alt="BLSH’s Sentiment Meter and Message Volume as of 01:55 a.m. ET on Nov. 18, 2025 | Source: Stocktwits" width="791" height="100"><figcaption>BLSH’s Sentiment Meter and Message Volume as of 01:55 a.m. ET on Nov. 18, 2025 | Source: Stocktwits</figcaption></figure>“ARK buying up BLSH before earnings. &nbsp;I think someone knows something,” one trader said.<stembedurl>https://stocktwits.com/One_Million_Dollars/message/636555315</stembedurl><h2 class="st-heading-2">Q3 Revenue To Rise, Eyes On Outlook</h2>Bullish is scheduled to report third-quarter earnings on Nov. 19. According to Fiscal.ai data, Wall Street analysts expect the firm’s revenue to rise to $71.25 million, aided by robust trading volumes.Last month, the company forecasted third-quarter earnings before interest, tax, depreciation, and amortization (EBITDA) of $25 million to $28 million, compared with $8.1 million in the previous quarter. It also launched spot trading in October.However, traders will be keenly awaiting any commentary on November trading volumes, amid the slump in cryptocurrency prices. Bullish stock price remains slightly below its initial public offering price.Also See: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-tumbles-below-90-k-to-7-month-low-amid-rate-worries/cLPNrNFREeq">Bitcoin Tumbles Below $90K To 7-Month Low Amid Rate Worries — Bulls Scream Buy While Retail Hits Panic Button</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The company logo of cryptocurrency exchange Bullish is displayed on a banner at the New York Stock Exchange during morning trading on August 13, 2025 in New York City.

Cathie Wood’s Ark Investment Scoops Up More Bullish Shares Ahead Of Q3 Earnings — Retail Cheers

According to the fund’s daily trading report, it bought more than 277,000 Bullish shares on Monday.

Cathie Wood’s Ark Investment Scoops Up More Bullish Shares Ahead Of Q3 Earnings

According to the fund’s daily trading report, it bought more than 277,000 Bullish shares on Monday.


<ul class="summary-bullets"><li>JPMorgan upgraded Circle’s stock to ‘Overweight’ from ‘Underweight’ with a $100 price target.</li><li>The firm called Circle’s third-quarter results “solid,” citing better fundamentals.</li><li>Ark Invest bought more than 353,000 Circle shares across three ETFs after Wednesday’s selloff.</li></ul>Circle (CRCL) shares rebounded in pre-market trade on Thursday after the company received an upgrade from JPMorgan, and Cathie Wood’s Ark Invest bought the dip.&nbsp;The move followed a sharp 12% decline in the previous session, when the stock fell despite quarterly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stablecoin-boom-circle-s-usdc-circulation-doubles-lifting-revenue/cLPIwPoRE5M">results</a> that exceeded analyst estimates.&nbsp;<a href="http://stocktwits.com/symbol/CRCL">CRCL’s stock</a> was up as much as 1.3% in pre-market trade and was among the top trending tickers on Stocktwits. Retail sentiment around the USD Coin (USDC) issuer pivoted to ‘extremely bullish’ from ‘neutral’ over the past day, as chatter rose to ‘extremely high’ from ‘high’ levels.JPMorgan raised its rating on Circle to ‘Overweight’ from ‘Underweight’ and increased its price target to $100 from $94. The firm said its upgrade was driven by “better fundamentals,” describing the company’s third-quarter results as “solid.”<h2 class="st-heading-2">Earnings Beat But Also Rate Concerns&nbsp;</h2>The issuer of USD Coin, the second-largest dollar-backed stablecoin after Tether (USDT), reported total revenue and reserve income of $740 million, above analyst expectations of $699 million, according to Koyfin data. Earnings per share came in at $0.64, beating the consensus forecast of $0.20.Despite the stronger results, the stock slid on&nbsp;Wednesday&nbsp;on concerns that a possible U.S. interest-rate cut next month could weigh on returns from the short-term assets backing USDC reserves. Lower yields could reduce income generated from those holdings, a key driver of Circle’s earnings.Deutsche Bank lowered its price target to $90 from $147 and kept a ‘Hold’ rating on the shares. While it viewed Circle’s Q3 print as being “very solid overall”, Deutsche Bank lowered its estimates to reflect more conservative USDC growth.<h2 class="st-heading-2">Ark Invest Adds To Position</h2>Ark Invest purchased a total of 353,328 Circle shares across three of its exchange-traded funds – Innovation (ARKK), Next Generation Internet (ARKW), and Fintech Innovation (ARKF).&nbsp;Ark’s buying came as Circle hit its lowest level since June 5 on Wednesday at $86.30, marking its steepest single-day drop in over four months. Ark often adds to positions during periods of volatility, particularly in technology and financial innovation stocks<a href="https://stocktwits.com/symbol/ARKK">ARKK’s price</a> edged 0.1% lower in pre-market trade on Thursday, while&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARKW</a> rose 0.3% and&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARKF</a> was up nearly 1%. Retail sentiment on Stocktwits around all three of Cathie Wood’s ETFs was in ‘neutral’ territory.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-tencent-wechat-mini-games-apps-15-fee/cLP9R7gRE3f">Apple Strikes WeChat Deal With Tencent, Will Earn 15% From Purchases In Mini Games, Apps: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Circle (NYSE: CRCL), a global fintech company and issuer of the USDC stablecoin, on August 8, 2025, in Chongqing, China. 

Circle Stock Gains Pre-Market After JPMorgan Turns Bullish, Cathie Wood’s Ark Invest Buys The Dip

Circle’s stock fell more than 12% in the previous session, despite reporting quarterly results that exceeded analyst estimates. 

<ul class="summary-bullets"><li>SoFi Crypto allows members to buy, sell, and hold dozens of cryptocurrencies, including BTC, ETH, and SOL.</li><li>The rollout begins Tuesday in a phased manner, with a waitlist for priority access.</li><li>SoFi previously offered crypto trading via its brokerage app in 2020, which was later discontinued.</li></ul>SoFi Technologies (SOFI) announced on Tuesday that it will become the first nationally chartered bank in the U.S. to offer crypto services for retail customers.The bank said its newly launched SoFi Crypto platform will allow members to buy, sell, and hold dozens of cryptocurrencies, including Bitcoin (BTC), Ethereum (ETH), and Solana (SOL). SoFi described the launch as the first step in a broader strategy to integrate blockchain innovation across its ecosystem.<a href="http://stocktwits.com/symbol/SOFI">SOFI’s stock</a> edged 0.8% lower at market open.&nbsp;On Stocktwits, retail sentiment around the company trended in ‘bearish’ territory even as chatter rose to ‘normal’ from ‘low’ levels over the past day.<h2 class="st-heading-2">SoFi Saw Demand For Crypto</h2>SoFi noted that its data showed 60% of members who already own crypto prefer conducting transactions through a licensed bank rather than a primary crypto exchange, which it said highlighted strong consumer demand for regulated services.The rollout begins Tuesday in a phased approach and will expand to more members in the coming weeks. Members and prospective customers can join a waitlist to receive priority access to SoFi Crypto.<h2 class="st-heading-2">Not The First Time</h2>In 2020, SoFi allowed its customers to buy and sell cryptocurrencies through its brokerage app. However, the service was shut down two years ago, and the company stated that it was reevaluating its cryptocurrency strategy and product offerings.&nbsp;SoFi may be the first nationally chartered bank to offer crypto trading fully integrated with banking and other financial services – but other U.S. banks are also on the same track. Since the passage of the GENIUS Act earlier this year, major banks such as Citi, JPMorgan, and others have begun expanding their offerings. Citi, for example, is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/citi-eyes-2026-debut-for-institutional-crypto-custody-platform-report/ch6SjTER3kN">planning</a> to launch crypto custody services by 2026.&nbsp;SoFi’s launch comes at a time when&nbsp;<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> is trading 17% below its all-time high of more than $126,000 seen in October. The overall cryptocurrency market capitalization has also decreased to $3.6 trillion, down from a peak of over $4.2 trillion.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-rises-after-3-billion-meta-ai-infrastructure-deal-despite-shaky-q3-results/cLPdotEREPj">NBIS Stock Rises After $3 Billion Meta AI Infrastructure Deal Despite Shaky Q3 Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the SoFi Technologies logo is seen displayed on a smartphone screen.

SoFi Becomes First National Bank To Let Retail Customers Trade Bitcoin, Ethereum, Solana

SoFi described the launch as the first step in a broader strategy to integrate blockchain innovation across its ecosystem.

Shares of Klarna Group Plc. (KLAR) fell below their initial public offering (IPO) price of $40 for the first time on Friday.<a href="http://stocktwits.com/symbol/KLAR">Klarna’s stock</a> fell more than 5% by midday trade on Friday, trading at around $39.37 at the time of writing, rebounding from a low of $38.31. The shares had rallied as high as $57 on the day of their debut, following the company's $1.37 billion raise&nbsp;through the IPO.&nbsp;The drop comes amid a broader decline in fintech companies,&nbsp;with shares of Affirm Holdings (AFRM) and Jack Dorsey-backed Block Inc. (XYZ)&nbsp;also trading in the red.&nbsp;<a href="http://stocktwits.com/symbol/XYZ">Block’s stock</a> fell around 1.3% and&nbsp;<a href="http://stocktwits.com/symbol/AFRM">Affirm’s stock</a> dropped as much as 2.5%. On Stocktwits, retail sentiment around Klarna and Block was in ‘bearish territory while retail sentiment around Affirm improved to ‘neutral’ from the ‘bearish’ zone over the past day.&nbsp;“Fintech stocks, including Klarna, are sensitive to macroeconomic factors like interest rates and regulatory developments,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-26/klarna-klar-slump-drives-stock-below-ipo-price-amid-fintech-selloff">said</a> Diksha Gera, a Bloomberg Intelligence analyst. “Although the Fed started cutting rates in 2025, any hint of slower-than-expected cuts or yields rising could pressure valuations and sentiment as higher yields can increase their borrowing costs,” she said, adding that Klarna’s IPO was priced richly to begin with.Klarna’s stock has been on a downtrend since Tuesday, when Federal Reserve Chair Jerome Powell&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jerome-powell-challenging-situation-no-risk-free-path/chDLbnqR35y">said</a> that there is a “challenging situation” facing the central bank as it tries to balance both sides of its dual mandate of stable prices and maximum employment.&nbsp;“Two-sided risks mean that there is no risk-free path,” Powell stated.&nbsp;He also remarked that equity prices were “fairly highly valued.” The rally that had driven stocks higher after the Fed announced its first rate cut of the year appears to have faded since.&nbsp;Klarna’s stock has retreated nearly 15% from its closing price&nbsp;on its listing debut, even as the broader S&amp;P 500 Index has risen about 1.3% over the same time.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pce-report-core-inflation-holds-steady-at-2-9-in-august/chDViYeR3eE">PCE Report: Core Inflation Holds Steady At 2.9% In August</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A banner for the online lender Klarna is displayed at the New York Stock Exchange (NYSE) on September 10, 2025 in New York City. (Photo by Spencer Platt/Getty Images)

Klarna’s Stock Just Dropped Below Its $40 IPO Price

The drop comes amid a broader decline in fintech company stocks, including that of Affirm Holdings and Jack Dorsey-backed Block Inc.

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