SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing significant sell-offs in technology and software stocks, driven by heightened concerns over AI's disruptive impact and regulatory pressures, while the community debates potential market manipulation and eagerly anticipates upcoming inflation data.

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 following a significant Q4 net loss and revenue miss, with community perspectives divided between those anticipating further declines and others pointing to an after-hours bounce and stock buyback authorization as signs that negative sentiment may be "priced in." Discussion centers on the company's future performance, heavily influenced by Bitcoin's trajectory and the evolving regulatory landscape for crypto.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly (FSLY) is surging on strong earnings and an optimistic outlook, driven by significant AI-related traffic. The community is actively discussing an intense short squeeze and whether its dramatic re-rating as an AI edge computing play is sustainable or overextended.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is experiencing a sharp decline after an earnings miss and weak guidance, exacerbating earlier concerns from workforce reductions focused on an AI pivot. The community remains divided between those questioning the platform's long-term relevance and others seeing the drastic sell-off as an oversold opportunity due to strong fundamentals and potential acquisition interest in a competitive ad tech market.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is trending due to a mixed market reaction to its latest earnings, which reported strong AI infrastructure demand and raised guidance but also revealed gross margin pressure from rising memory costs. The community is actively debating if the sharp stock pullback is an overreaction, weighing its crucial role in the AI data center buildout against lingering concerns about profitability headwinds.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying after reporting an earnings beat and providing optimistic 2026 delivery guidance, fueling community excitement over the impending R2 SUV launch and significant growth in its software and services segment. Despite broader EV market challenges, many anticipate a short squeeze as the company demonstrates progress toward scaling production and improving margins.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is seeing a sharp decline following its Q4 earnings report, which included a profit miss and weaker-than-expected FY2026 revenue guidance, intensifying community concerns that rapidly growing prediction markets are siphoning users and posing a significant threat to its core business. The market is questioning management's ability to navigate this competitive landscape and deliver consistent growth.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending after its Q4 earnings surpassed revenue and EPS expectations, with bullish investors highlighting strong store expansion, new product launches, and a dedicated customer base, while others remain wary of its premium valuation in the competitive coffee sector.

SSgA Active Trust - SPDR Dow Jones Industrial Average ETF

The Dow Jones Industrial Average ETF (DIA) is a major trending topic as the index recently surged past the 50,000 milestone for the first time, fueling community debate between those celebrating new highs and skeptics questioning the rally amid cautious economic data and a rotation from growth sectors.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Intense discussion around DJT is driven by Pam Bondi's congressional testimony concerning the Epstein files, with many in the community criticizing alleged deflections and perceived protection of powerful figures. This aligns with broader concerns regarding economic policies that are reportedly increasing consumer costs despite a record-setting market.

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<ul class="summary-bullets"><li>In an interview at Bitcoin Investor week, she stated that ARK Invest is concentrating on the “highest conviction names” in AI, robotics, energy storage, and blockchain.</li><li>Her investment in Bullish over the last 10 days comes up to around $60 million based on the stock’s closing price each day.</li><li>She warned of rising counterparty risk in traditional financial sectors and pegged Bitcoin as a hedge against both inflation and deflation.&nbsp;</li><li>According to Wood, Jerome Powell and potential missteps in Fed policy are the biggest risks facing the market right now.</li></ul>Cathie Wood’s ARK Invest continued to march on its buying spree of Bullish (BLSH) shares for a tenth straight day, this time picking up 74,323 shares for around $2.3 million, based on Thursday’s closing price.According to Wood, ARK is currently focused on the “highest conviction names” while traditional players are following algorithmic moves and focusing on the most cash-rich stocks. Her investment in Bullish over the last 10 days comes up to around $60 million based on the stock’s closing price each day.<a href="https://stocktwits.com/symbol/BLSH">BLSH’s stock</a> fell 0.95% in after-hours trade, following a dip of 0.53$ in the regular session. On Stocktwits, retail sentiment around the Peter Thiel-backed company remained in ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_13_015748_png_2be05002bf.webp" alt="Screenshot 2026-02-13 015748.png" width="1244" height="130"><figcaption>BLSH retail sentiment and message volume on February 13 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">ARK Doubles Down On ‘High Conviction’ Names</h2>“What's happening in the last week or so in particular reminds me of the early days of COVID,” she said during an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=viHdx8EOSg0&amp;t=5655s">interview</a> at Bitcoin Investor Week. “Nobody knew what to do, and so algorithms just sold everything off, except for the safest stocks – the most cash rich and cash flow generative companies.”Woods said that, unlike during COVID, the market is unlikely to see massive fiscal stimulus after lockdowns were lifted and people returned to normal life. “So we're not going to come out of this with a big boom, but they're selling the baby with the bath water again,” said.According to Wood, this gives active managers like ARK Invest an opportunity to concentrate their holdings on “high conviction” names across robotics, energy storage, AI, blockchain technology, and multionics technology. “We’re in an environment where we’re ready for prime with all of these technologies,” she said.<h2 class="st-heading-2">Powell Is The Biggest Threat To Markets</h2>In the interview, Wood stated that Federal Reserve Chair Jerome Powell is the “biggest risk” facing markets right now. She said policymakers may be misreading economic signals and relying on backward-looking data. “They could miss this and will be forced into a response when there's more carnage out there. I think that's what I'm worried about right now,” she said.<h2 class="st-heading-2">Bitcoin Is A Hedge Against Inflation And Deflation</h2>Wood added that Bitcoin (BTC) is going to do well regardless of whether there’s inflation or deflation, serving as a hedge against both.&nbsp;In addition to&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-skips-hood-bmnr-shares-while-adding-blsh-crcl-stocks/cZbZGigR4Ny">trading below its IPO debut</a>, BLSH’s stock is also being pressured by the downtrend in&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a>. The apex cryptocurrency tumbled 1.7% in the last 24 hours to around $66,000. On Stocktwits, retail sentiment around Bitcoin flipped to ‘bearish’ from ‘bullish’ over the past day and chatter fell to ‘normal’ from ‘high’ levels. “We’re in the flip side of the bubble,” Wood said, contending that many of these technologies, including blockchain and Bitcoin, are now commercially viable after years of development and cost declines.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-unlikely-to-deliver-500x-returns-grayscale-chairman/cZR5fz8R4s4">Bitcoin Unlikely to Deliver 500x Returns, Grayscale Chairman Says – But These 2 Privacy Tokens Could Outperform</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 10-Day Bullish Buying Run Signals ‘High Conviction’ Bet, Calls Powell ‘Biggest Risk’ To Markets

Ark Invest purchased over 74,000 shares of Bullish on Thursday, extending its buying streak to 10 consecutive days.

Cryptocurrency

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)

HOOD Extends Losing Streak For Third Day: Cathie Wood Buys $12 Million In Post-Earnings Dip 

Robinhood’s shares have been trading lower due to crypto weakness in earnings, even as other segments have reported better results.

Equity

<ul class="summary-bullets"><li>ARK Invest deployed at least $30 million into Robinhood based on the stock’s closing price.</li><li>Shares of HOOD rose slightly in after-hours trading after ARK’s purchases became public and&nbsp;Bitcoin’s&nbsp;price recovered to back above $67,000.</li><li>CRCL and BLSH shares remain significantly below their IPO debut levels despite recent gains.</li></ul>Cathie Wood’s ARK Invest was back on the bandwagon of buying the dip in crypto stocks on Wednesday as it added Robinhood (HOOD), Bullish (BLSH), and Circle (CRCL) to its funds.&nbsp;Robinhood accounted for the largest allocation. Based on its closing price of $77.79, ARK deployed at least $30 million into the online brokerage after the stock tumbled nearly 9% in regular trading.<img src="https://news.stocktwits-cdn.com/5_XO_86_cathie_wood_buys_the_dip_in_crypto_stocks_png_f50c39e12b.webp" alt="5XO86-cathie-wood-buys-the-dip-in-crypto-stocks-.png"><h2 class="st-heading-2">Robinhood Slides After Earnings, ARK Steps In</h2><a href="https://stocktwits.com/symbol/HOOD/">HOOD’s stock</a>&nbsp;was&nbsp;the hardest hit among crypto&nbsp;stocks, down 8.91% in regular trade and second only to Strive Asset Management’s (ASST) 11.87% drop. The drop came after Robinhood&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hood-stock-slumps-after-earnings-miss-while-coin-and-crcl-drift-lower/cZb6bNrR4px">reported</a> earnings on Tuesday that did not meet Wall Street’s expectations.&nbsp;The company reported earnings of $0.66 per share, missing analyst expectations of $0.68 for the fourth quarter (Q4), according to Koyfin data. Revenue came in at $1.28 billion, also missing the consensus estimate of $1.34 billion.&nbsp;<stembedurl>https://www.stocktwits.com/howardlindzon/message/644612798</stembedurl>However, Robinhood’s shares edged 0.04% higher after hours following ARK Invest’s trades and Bitcoin’s (BTC) price&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-ethereum-xrp-lead-crypto-losses-while-bitcoin-reclaims-67000/cZRTekwR4AY">recovering</a> to $67,000. Retail sentiment around HOOD’s stock fell to ‘bullish’ from ‘extremely bullish’ territory over the past day. Chatter remained at ‘extremely high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_022957_png_7fea3828c8.webp" alt="Screenshot 2026-02-12 022957.png" width="1256" height="145"><figcaption>HOOD retail sentiment and message volume on February 12 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Circle Gains Slightly Amid Stablecoin Focus</h2><a href="https://stocktwits.com/symbol/CRCL/">CRCL’s stock</a> also edged higher in overnight trade, up by 0.24% after a fall of 3.16% in the regular session. Retail sentiment around the USDC stablecoin issuers on Stocktwits remained in ‘neutral’ territory over the past day as chatter fell to ‘low’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_023017_png_f35c670a20.webp" alt="Screenshot 2026-02-12 023017.png" width="1236" height="135"><figcaption>CRCL retail sentiment and message volume on February 12 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure>The company went public in 2025 and is currently trading 16% below its IPO debut. Market watchers are monitoring Washington discussions on stablecoin yields to assess whether the CLARITY Act could be another catalyst for the stock.<stembedurl>https://www.stocktwits.com/Prometheus2/message/644094148</stembedurl><h2 class="st-heading-2">Bullish Volatile Despite Strong Retail Sentiment</h2>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/BLSH/">BLSH’s stock</a> edged 0.52% lower in regular trade, falling another 0.29% after hours. Despite a nearly 25% gain since the company reported its earnings earlier this month, the shares remain 66% below their IPO price last year. On Stocktwits, retail sentiment around Bullish remained in the ‘extremely bullish’ zone, alongside ‘extremely high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_023103_png_c51119d2c0.webp" alt="Screenshot 2026-02-12 023103.png" width="1247" height="144"><figcaption>BLSH retail sentiment and message volume on February 12 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">ARK Funds Show Mixed Performance</h2>ARK Invest added these three stocks to its flagship&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF (ARKK)</a>, as well as the&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Next Generation Internet ETF (ARKW)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Fintech Innovation ETF (ARKF).</a>&nbsp;&nbsp;While ARKK and ARKW moved 0.2% higher in overnight trade, ARKF dipped around 0.23%, extending its decline from the regular session.&nbsp;Retail&nbsp;sentiment around the three funds on Stocktwits was also lacklustre, trending in ‘bearish’ territory for ARKK and ARKW and in the ‘neutral’ zone for ARKF.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-ethereum-xrp-lead-crypto-losses-while-bitcoin-reclaims-67000/cZRTekwR4AY">Solana, Ethereum, XRP Lead Crypto Losses While Bitcoin Reclaims $67,000</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CEO & Chief Investment Officer of ARK Invest, Cathie Wood, addresses the audience at Altice Arena Centre Stage during the second day of the Web Summit 2022 in Lisbon. (Photo by Hugo Amaral/SOPA Images/LightRocket via Getty Images)

Cathie Wood Bets $30 Million On Robinhood After Earnings Dip – Adds BLSH, CRCL Stocks Too

Cathie Wood’s ARK Invest added Robinhood, Bullish, and Circle shares following a volatile trading session.

<ul class="summary-bullets"><li>Ark Invest began buying the dip in crypto stocks last week but has since narrowed its focus.</li><li>Last week, the Peter Thiel-backed crypto exchange reported a $108 million quarterly profit, reversing a year-ago loss.</li><li>Ark has repeatedly accumulated Bullish across multiple funds since its August 2025 IPO.</li></ul>Peter Thiel-backed Bullish (BLSH) edged 0.94% lower after hours following a gain of over 16% in the regular sessions, leading gains among crypto-linked equities on Monday, and Cathie Wood’s Ark Invest picked up another handful of shares.&nbsp;Ark Invest added another 57,000 shares of BLSH on Monday across its&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF (ARKK)</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet ETF (ARKW)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation ETF (ARKF)</a>. The crypto exchange recently swung to a $108 million quarterly profit, and the stock surged by double digits on Monday alongside the recovery in Bitcoin’s (BTC) price. The fresh buy follows earlier multi‑million‑dollar Bullish purchases after its August 2025 IPO.On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/BLSH">BLSH’s stock</a> remained in ‘extremely bullish’ territory over the past day, with chatter at ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_09_230235_png_e2566d018f.webp" alt="Screenshot 2026-02-09 230235.png" width="1248" height="129"><figcaption>BLSH retail sentiment and message volume on February 9 as of 10:30 p.m. ET | Source: Stocktwits</figcaption></figure>Wood’s fund started buying the dip in crypto stocks last week, doubling down on nearly every name in its portfolio, including Robinhood (HOOD), Coinbase (COIN), and Bitmine Immersion Technologies (BMNR). That buying has since slowed, but the firm has continued to add Bullish, even after Monday’s sharp move upwards. Despite the recent rebound, BLSH’s stock remains about 66% below its IPO debut price of more than $95.<h2 class="st-heading-2">Ark Doubles Down On Bullish Bet&nbsp;</h2>Ark Invest doesn’t seem to be just chasing the stock’s 16% pop – it seems to be averaging into a crypto exchange that has flipped from a $116 million loss to a $108 million profit in a year.Since listing on the NYSE at $37 a share, Ark has repeatedly bought Bullish during both periods of weakness and strength, including prior single-day purchases valued between $8 million and $12 million last week. Recent disclosures show Ark accumulating hundreds of thousands of shares across ARKK, ARKW, and ARKF, pushing its total exposure to Bullish well into the nine-figure range.Bullish reported net income of about $108 million in its fourth quarter (Q4) earnings last week, reversing a roughly $116 million loss from the third quarter. Executives said the turnaround was driven by a surge in trading activity, with volumes rising to approximately $179.6 billion during the quarter.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-moon-pivot-could-cut-tens-of-billions-from-mars-bill-ark-analyst-says-musk-thinks-same/cZbxYHcR4ou">SpaceX’s Moon-First Pivot Could Cut Tens Of Billions From Mars Bill, Ark Analyst Says: Musk Thinks The Same</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood’s ARK Adds Bullish Shares After Peter Thiel–Backed Crypto Exchange Jumps 16%

Cathie Wood’s Ark Invest added another 57,000 shares of Bullish amid the rally on Monday.

<ul class="summary-bullets"><li>Ark Invest’s buy came during a broader crypto selloff tied to Bitcoin’s drop toward $65,000.</li><li>Bullish shares rose as much as 4.78% pre-market following its earnings report.</li><li>CEO Tom Farley said the company is positioned to benefit from the current volatility and potential M&amp;A opportunities.</li></ul>Cathie Wood’s Ark Invest is on track to benefit from its massive buy of Bullish (BLSH) shares on Friday, after picking them on the cheap during the previous session as the shares fell more than 8% amid Bitcoin’s (BTC) crash to around $60,100.<a href="https://stocktwits.com/symbol/BLSH/earnings">BLSH’s stock</a> rose as much as 4.78% in pre-market trade after the company reported earnings at par with Wall Street’s expectations. The company reported earnings of $0.19 on revenue of $98 million, meeting the consensus estimates, as per Koyfin data.The uptick in BLSH's stock also came amid recovery in the broader market and <a href="https://stocktwits.com/coins/bitcoin">Bitcoin's price</a> shedding losses and rising to around $66,000. On Stocktwits, retail sentiment around the apex cryptocurrency remained in 'extremely bearish' territory amid 'extremely high' levels of chatter.<h2 class="st-heading-2">Ark Invest's Sole Crypto-Linked Buy On Thursday</h2>Bullish shares were only crypto-linked equity that the company picked up on Thursday after chasing the dip in crypto stocks earlier in week and loading up Robinhood (HOOD), Bitmine Immersion Technologies (BMNR) and other crypto stocks.&nbsp;The Peter Thield-backed crypto exchange may have been the only crypto company added by Ark Invest on Thursday, but the firm bought a sizable 716,030 shares across its&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF (ARKK)</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation ETF (ARKF)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet ETF (ARKW)</a>.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment around BLSH’s stock moved higher within ‘bullish’ territory as chatter jumped to ‘extremely high’ from ‘high’ levels. Platform data showed a 61.5% increase in message volume over the last 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_063733_png_78a57b71de.webp" alt="Screenshot 2026-02-06 063733.png" width="1244" height="138"><figcaption>BLSH retail sentiment and message volume on February 6 as of 6:30 a.m. ET | Source: Stocktwits</figcaption></figure>One user said predicted that BLSH’s stock would rise based on an increase in trading volumes and range-bound movement.<stembedurl>https://www.stocktwits.com/_Jameson/message/644139805</stembedurl>Another noted that the company’s earning call was impressive.<stembedurl>https://www.stocktwits.com/GregLippmann/message/644096140</stembedurl>Chairman and CEO Tom Farley said Bullish closed 2025 with “strong momentum,” pointing to record results. He said the next phase of digital asset growth would be driven by tokenization of real-world assets (RWAs) and broader institutional adoption of blockchain technology.&nbsp;Farley added that Bullish is positioned to benefit from volatility and potentially pursue inorganic opportunities, stating the current market environment may create “promising opportunities to grow … organically as well as through M&amp;A.”BLSH’s stock is down over 73% since its debut in August last year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slide-triggers-mstr-biggest-one-day-drop-in-over-a-year/cZbFRVYR4n0">Bitcoin’s Slide Triggers MSTR’s Biggest One-Day Drop In Over A Year – But These Three Crypto Stocks Took a Bigger Hit</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)

Cathie Wood’s Ark Invest Bought BLSH’s Stock Dip Ahead Of Earnings – On Track To See Early Payoff

Ark Invest added more than 716,000 shares of Bullish on Thursday, making it the firm’s only crypto-linked equity purchase that day.

<ul class="summary-bullets"><li>For Genius Sports, the transaction is expected to be immediately accretive to group adjusted core profit and free cash flow conversion.&nbsp;</li><li>Genius Sports said its prelim group revenue for FY25 is of $669 million, reflecting 31% year-on-year growth.</li><li>It also expects to generate group revenue of approximately $810-820 million in FY26.</li></ul>Genius Sports (<a href="https://stocktwits.com/symbol/GENI">GENI</a>) shares plunged on Thursday after it announced it has entered into a definitive agreement to acquire Legend, a global, digital sports and gaming media network.Shares plunged 26.5% to $6.28 at the time of writing and garnered retail chatter around the deal.<h2 class="st-heading-2">Deal Details</h2>Genius Sports said it is acquiring Legend in a transaction valued at up to $1.2 billion, including $900 million payable at closing and an earnout of up to $300 million.For Genius Sports, the transaction is expected to be immediately accretive to group adjusted core profit margins and free cash flow conversion while maintaining at least 20% group revenue compound annual growth rate (CAGR) through 2028.&nbsp;On a 2026 annualized pro forma basis; after giving effect to the acquisition, the combination is expected to position Genius to achieve approximately $1.1 billion in group revenue, $320-330 million in group adjusted core profit with approximately 50% free cash flow conversion.“This deal accelerates our strategic and financial objectives, supercharges fan monetization, and builds a fully integrated sports and gaming media network,” said Mark Locke, CEO of Genius Sports.<h2 class="st-heading-2">Prelim FY25 Earnings And FY26Outlook</h2>The company on Thursday also reported its preliminary unaudited financial results for the fiscal year ended December 31, 2025. It said its prelim group revenue is $669 million, reflecting 31% year-on-year growth.Genius Sports also expects to generate group revenue of approximately $810-820 million, and group adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of approximately $180-190 million in 2026 on a standalone basis.&nbsp;Group Revenue of $1.6 billion, representing approximately 21% compound annual growth rate (CAGR) from 2026 to 2028, as the acquisition and integration of Legend will also set a higher performance benchmark for 2028, it said in a statement.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around GENI trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user on Stocktwits opined that they are not sure that GENI needed to inject this risk as its business was doing well.&nbsp;<stembedurl>https://stocktwits.com/Windy007/message/644135227</stembedurl>Another user said they were not expecting the company to strike a more than $1billion worth deal.<stembedurl>https://stocktwits.com/Jblack500/message/644132457</stembedurl>Shares in the company have fallen 34% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-coin-stock-down-today/cZbZWG7R4Vz">Why is COIN Stock Falling More Than 8% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Shares of GENI plunged 26.5% to $6.28 at the time of writing and garnered retail chatter around the deal.

Genius Sports’ Stock Is Down 26% Today – Why Is Retail Wary?

 Genius Sports said it is acquiring Legend in a transaction valued at up to $1.2 billion, including $900 million payable at closing and an earnout of up to $300 million.

<ul class="summary-bullets"><li>Crypto-linked equities continued to decline on Tuesday amid weakness across both crypto and stock markets.</li><li>Bitcoin’s price briefly fell below $94,000, adding to pressure on crypto-related stocks.</li><li>Shares of Robinhood, Coinbase, Bitmine and other crypto equities across Ark Invest’s portfolios extended losses in overnight trade.</li></ul>Cathie Wood’s Ark Invest continued buying the dip in crypto-linked stocks on Tuesday, adding shares of Robinhood (HOOD), Coinbase (COIN), Bitmine Immersion Technologies (BMNR) and other digital asset plays, while Bitcoin (BTC) price plunged below $94,000.The latest purchases followed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-says-i-would-shift-from-gold-to-bitcoin-as-ark-invest-buys-the-dip/cZbikVHR4lf">heavier bout of buying</a> on Monday, with Ark adding&nbsp; more than 360,000 shares of Robinhood across its funds. Crypto-linked equities have been&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-rebounds-from-14-month-low-while-bitcoin-recovers/cZbii63R4lE">struggling this week</a> amid weakness in both the crypto and stock markets amid the government shutdown and concerns about&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/macro-indicator-bitcoin-traders-watch-has-just-flipped-crypto-analysts-split/cZbiNpeR4lh">limited liquidity</a> in the market.<img src="https://news.stocktwits-cdn.com/5_XO_86_ark_invest_adds_to_crypto_stock_positions_for_second_time_this_week_1_png_939834f176.webp" alt="5XO86-ark-invest-adds-to-crypto-stock-positions-for-second-time-this-week- (1).png">Ark Invest is doubling down on its crypto bets despite the fact that COIN, BMNR and HOOD stocks&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-bmnr-hood-stocks-lead-losses-across-cathie-wood-ark-etfs/cmU118rR47p">led losses</a> across its ETFs in the fourth quarter (Q4). Cathie Wood maintains her forecast that Bitcoin’s price is set to hit $1.5 million by 2030.<h2 class="st-heading-2">Coinbase, Bitmine Stocks Fall Despite Ark Purchases</h2><a href="https://stocktwits.com/symbol/HOOD/">HOOD’s stock</a> fell 0.94% in overnight trade after a drop of 3.61% in regular trade. On Stocktwits, retail sentiment around the brokerage remained in ‘extremely bullish’ territory, accompanied by ‘extremely high’ levels of chatter over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_225654_png_8bb60293f2.webp" alt="Screenshot 2026-02-03 225654.png" width="1242" height="126"><figcaption>HOOD retail sentiment and message volume on February 3 as of 10:30 p.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/COIN">Shares of Coinbase</a> edged 0.81% lower after hours following a decline of 4.37% in the session. Retail sentiment around the crypto exchange remained in the ‘bullish’ zone amid ‘high’ levels of chatter over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_225639_png_b5cfac6577.webp" alt="Screenshot 2026-02-03 225639.png" width="1243" height="125"><figcaption>COIN retail sentiment and message volume on February 3 as of 10:30 p.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> took a bigger hit of 1.61% in overnight trading following a drop of nearly 2% in the regular session. Retail sentiment around the Tom Lee-backed Ethereum (ETH) digital asset treasury (DAT) was in the ‘bearish’ zone alongside ‘high’ levels of chatter over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_225621_png_09a11c73d2.webp" alt="Screenshot 2026-02-03 225621.png" width="1241" height="125"><figcaption>BMNR retail sentiment and message volume on February 3 as of 10:30 p.m. ET | Source: Stocktwits</figcaption></figure>Shares of Circle Internet Group, the issuer of the USDC stablecoin, edged 0.82% lower after hours following a 4.59% decline during regular trading. Block Inc (XYZ) slipped 0.53% overnight after falling nearly 6% during the session. Bullish (BLSH) shares were flat after hours after dropping 3.93% in the regular session.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-says-i-would-shift-from-gold-to-bitcoin-as-ark-invest-buys-the-dip/cZbikVHR4lf">Cathie Wood Says ‘I Would Shift From Gold To Bitcoin’ As ARK Invest Buys The Dip In Crypto Stocks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood’s Ark Invest Adds More Robinhood, Coinbase, Bitmine Shares In Crypto Dip Buying Spree

The purchases followed a heavier round of buying on Monday, which included the addition of more than 360,000 shares of Robinhood.

Cathie Wood’s Ark Invest Adds COIN, BMNR And HOOD In Second Day Of Crypto Dip Buying

The purchases followed a heavier round of buying on Monday, which included the addition of more than 360,000 shares of Robinhood.


<ul class="summary-bullets"><li>Ark Invest picked up more of Robinhood, Bitmine Immersion Technologies, Bullish, Coinbase Global and other crypto-linked equities as they fell on Monday after Bitcoin’s flash crash over the weekend.</li><li>Ark Invest added to its positions in crypto stocks across its ARKK, ARKW and ARKF ETFs.</li><li>All three rose in overnight trading after posting losses during the regular session, but retail sentiment around them on Stocktwits remained mixed.</li></ul>Cathie Wood backed Bitcoin (BTC) over gold in a recent interview, while ARK Invest used Monday’s pull back in the market to buy the dip in crypto-linked equities.&nbsp;“I think if I were a betting person, and I can’t give advice necessarily, but I would make a shift from gold to Bitcoin, because I do think the knocks on Bitcoin in the last year have been stablecoins taking some of the role that Bitcoin was going to to play in emerging markets,” she said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=eLyhwg7Yb-I">interview</a> on The Rundown, reiterating her $1.5 million target on the apex cryptocurrency.&nbsp;Following the interview, on Monday, Ark Invest added Robinhood (HOOD), Circle Internet Group (CRCL), Tom Lee’s Bitmine Immersion Technologies (BMNR) and crypto exchange Bullish (BLSH) to its flagship&nbsp;<a href="https://stocktwits.com/symbol/ARKK/">ARK Innovation ETF (ARKK)</a>. It also acquired more shares of the Ark 21Shares Bitcoin ETF (ARKB) and Robinhood for its&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet ETF (ARKW)</a>.&nbsp;In addition, the fund bought Block Inc (XYZ) and Coinbase Global (COIN) for its&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation ETF (ARKF)</a>. All of the stocks rose in overnight trading amid broader recovery in the crypto market, with HOOD among the top trending tickers on Stocktwits.&nbsp;<img src="https://news.stocktwits-cdn.com/W_Rq_J7_cathie_wood_s_ark_invest_buys_crypto_dip_on_monday_1_png_3ef30c0a0f.webp" alt="WRqJ7-cathie-wood-s-ark-invest-buys-crypto-dip-on-monday- (1).png"><h2 class="st-heading-2">ARK ETFs Gain In After-Hours Trade</h2>ARKK gained 1.40% in overnight trading, after edging 0.68% lower in regular trade on Monday. On Stocktwits, retail sentiment around the ETF remained in ‘bearish’ territory over the past day with chatter at ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_014346_png_85ea2d32aa.webp" alt="Screenshot 2026-02-03 014346.png" width="1246" height="151"><figcaption>ARKK retail sentiment and message volume on February 3 as of 12:45 a.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile, ARKW rose 0.60% after hours following a dip of 1.63% in regular trade. Retail sentiment improved to ‘bullish’ from ‘neutral’ over the past day with chatter steady at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_014422_png_64647b342f.webp" alt="Screenshot 2026-02-03 014422.png" width="1242" height="137"><figcaption>ARKW retail sentiment and message volume on February 3 as of 12:45 a.m. ET | Source: Stocktwits</figcaption></figure>ARKF edged only 0.47% higher after hours after dropping 1.59% in the regular session. Retail sentiment around the ETF remained in ‘bullish’ territory over the past day with chatter at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_014403_png_595f920671.webp" alt="Screenshot 2026-02-03 014403.png" width="1250" height="145"><figcaption>ARKF retail sentiment and message volume on February 3 as of 12:50 a.m. ET | Source: Stocktwits</figcaption></figure>One user on the platform applauded the fund for sharing its daily trades, with a bullish position on BMNR.<stembedurl>https://stocktwits.com/Just_Brewski/message/643756338</stembedurl><h2 class="st-heading-2">Stock Moves Mirror Crypto Recovery</h2><a href="https://stocktwits.com/symbol/HOOD">Robinhood’s stock</a> fell to a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-hood-stock-falling-today/cZbgrOOR4kk">six-month low</a> on Monday, dropping nearly 10% in the regular session. After hours, the shares edged 0.36% higher alongside the recovery in Bitcoin (BTC), Ethereum (ETH) and other major tokens.On Stocktwits, retail sentiment around HOOD’s stock improved to ‘extremely bullish’ from ‘bullish’ territory with chatter rising to ‘extremely high’ from ‘high’ levels over the past day. Platform data showed that message volumes surged over 1,000% in that time frame.Cathie Wood also joined other institutional investors like UBS and Vanguard in buying the dip in&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> on Monday. The shares&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-rebounds-from-14-month-low-while-bitcoin-recovers/cZbii63R4lE">fell</a> 9.16% in regular trade before recovering 1.93% after hours. On Stocktwits, retail sentiment around BMNR’s stock remained in ‘bearish’ territory but chatter rose to ‘high’ from ‘normal’ levels over the past day. The company now holds 4.2 million Ethereum (ETH) with around 2.9 million of it staked, a positioning to show that it believes in the long-term durability of the leading altcoin.&nbsp;USDC (USDC) stablecoin issuer <a href="https://stocktwits.com/symbol/CRCL">Circle’s stock</a> rose 1.33% in after hours trade, with <a href="https://stocktwits.com/symbol/COIN">Coinbase’s stock</a> gaining 0.86%. Shares of Bullish and Block edged 0.66% and 0.13% higher respectively.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-rebounds-from-14-month-low-while-bitcoin-recovers/cZbii63R4lE">MSTR Stock Rebounds From 14-Month Low While Bitcoin Recovers – HOOD, BMNR Stabilize After Nearly 10% Drop</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

Cathie Wood Says ‘I Would Shift From Gold To Bitcoin’ As ARK Invest Buys The Dip In Crypto Stocks

In a recent interview on The Rundown, Wood said the focus on stablecoins last year took the wind out from under Bitcoin but the apex cryptocurrency is poised to rise again.

Cathie Wood Backs Bitcoin Over Gold While ARK Invest Adds BMNR, CRCL, HOOD, BLSH

<ul class="summary-bullets"><li>On-chain data showed two anonymous whale wallets that had been dormant for five years were reactivated and had accumulated over $100 million in ETH.</li><li>The whale “7 Siblings” continued buying, accumulating over $72 million in ETH over two days.</li><li>Trend Research also deposited more than $120 million in ETH on Binance, likely to sell and repay debt.</li><li>Meanwhile, Ethereum bulls Tom Lee, Jack Yi, and Garrett Jin saw massive losses on Ethereum’s price dip.</li></ul>Ethereum’s (ETH) selloff over the weekend alongside Bitcoin (BTC) weighed heavily on large corporate holders, with Bitmine Immersion Technologies (BMNR) chair Tom Lee facing an estimated $6.8 billion hit, while on-chain data showed crypto whales stepping in to buy the dip.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> fell nearly 6% in the last 24 hours to around $2,200 at the time of writing. On Stocktwits, retail sentiment around the altcoin remained in ‘bearish’ territory, while chatter rose to ‘extremely high’ from ‘high’ levels over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054139_png_f7f54ad0e1.webp" alt="Screenshot 2026-02-02 054139.png" width="1255" height="132"><figcaption>ETH retail sentiment and message volume on February 2 as of 5:35 a.m. ET | Source: Stocktwits</figcaption></figure>The top three Ethereum bulls saw the value of their holdings plummet amid the crypto crash. Bitmine’s Tom Lee is sitting on an unrealized loss of around $6.8 billion, according to LookOnChain&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018257888696025234?s=20">data</a>, while Trend Research’s Jack Yi is $680 million in the red. Garrett Jin, an early Bitcoin investor, took a loss of nearly $1 billion.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018257888696025234?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054345_png_7a8c260f0f.webp" alt="Screenshot 2026-02-02 054345.png" width="815" height="683"></a><figcaption>Source: @lookonchain/X</figcaption></figure><a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> was among the top trending tickers on Stocktwits with retail sentiment in ‘bearish’ territory and chatter at ‘normal’ levels over the past day as the share price fell over 10% in pre-market trade.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054421_png_af0e957007.webp" alt="Screenshot 2026-02-02 054421.png" width="1230" height="132"><figcaption>BMNR retail sentiment and message volume on February 2 as of 5:40 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Dormant Wallets Wake Up To Buy Ethereum’s Dip</h2>Blockchain data from Arkham Intelligence, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018177160008319395?s=20">flagged</a> by LookOnChain, showed that two anonymous whale wallets that had been dormant for roughly five years reactivated over the weekend. The wallets deposited a combined 44,490 ETH, worth about $98.3 million, into Aave before borrowing roughly $104 million in USDT.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018177160008319395?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054332_png_a2b82a15f8.webp" alt="Screenshot 2026-02-02 054332.png" width="819" height="836"></a><figcaption>Source: @lookonchain/X</figcaption></figure>The borrowed stablecoins were then used to purchase 45,319 ETH at an average price of $2,295, indicating leveraged accumulation during the downturn rather than profit-taking.<h2 class="st-heading-2">Other Major Whales Add Ethereum Exposure Despite Price Weakness</h2>The whale known as “7 Siblings” also added to its Ethereum position, purchasing an additional 6,820 ETH for about $15 million in USDT, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/OnchainLens/status/2018224308099911968?s=20">data</a> spotted by OnChainLens. Over the past two days, the entity has accumulated 30,959 ETH for a combined $72.2 million, at an average price of roughly $2,332.<figure class="image"><a class="st-link-external" href="https://x.com/OnchainLens/status/2018224308099911968?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054315_png_d4cf7040d5.webp" alt="Screenshot 2026-02-02 054315.png" width="821" height="697"></a></figure>Crypto activity across other whale accounts also suggested continued appetite for Ethereum at current levels. Onchain Lens disclosed that a wallet identified as “0xFB7” purchased another 14,750 ETH, valued at about $33.9 million, alongside 740 cbBTC worth roughly $56.9 million from FalconX and Coinbase (COIN).<figure class="image"><a class="st-link-external" href="https://x.com/OnchainLens/status/2018172931751428513?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054302_png_819b489ee4.webp" alt="Screenshot 2026-02-02 054302.png" width="810" height="909"></a><figcaption>Source: @onchainlens/X</figcaption></figure>Following the purchases, the wallet’s holdings rose to 150,572 ETH, valued at approximately $336.9 million, and 750 cbBTC, valued at approximately $57.1 million.Trend Research was also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018206945631760414?s=20">spotted</a> sending 20,000 ETH worth roughly $43.9 million to Binance. In total, Trend deposited 53,588 ETH, valued at about $123.1 million, into the exchange. The transfers appeared tied to selling activity aimed at repaying an outstanding loan.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018206945631760414?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054249_png_0bb34b0304.webp" alt="Screenshot 2026-02-02 054249.png" width="825" height="596"></a><figcaption>Source: @lookonchain/X</figcaption></figure><h2 class="st-heading-2">Is Ethereum’s Price Going To Rally?</h2>While many analysts have flagged the weakness in Ethereum, some believe that it may be about to rally. Founder and the chief investment officer at MN Fund, Michael van de Poppe, stated that&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-selloff-hits-ethereum-yet-michael-van-de-poppe-sees-300-upside/cZbgLFUR4jH">Ethereum’s price could rally</a> more than 300% against Bitcoin (BTC) after gold’s recent record high of over $5,500 per troy ounce.Crypto analyst Marc De Mesel also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MarcDeMesel/status/2017939349933830530">stated</a> in a recent analysis that Ethereum is “not done” yet. He forecast that ETH and other altcoins could still have upside, even though this cycle has been disappointing so far.&nbsp;The overall cryptocurrency fell 2.5% in the last 24 hours to $2.67 trillion.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down 1.9%, trading at around $77,200 on Monday morning. On Stocktwits, retail sentiment around the apex cryptocurrency fell to ‘extremely bearish’ from ‘bearish’ territory with chatter at ‘extremely high’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-crypto-is-crashing-has-to-do-with-gold-than-binance-or-etfs-raoul-pal/cZbgWOHR4js">Why Crypto Is Crashing Has More To Do With Gold Than Binance Or ETFs, Raoul Pal Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee, the chairman of BitMine, speaks during the Fan Meetup at World Flagship Space Seoul on September 25, 2025 in Seoul, South Korea. (Photo by Myunggu Han/Getty Images for BitMine)

Why Is BMNR’s Stock In Focus After Ethereum’s Sharp Selloff? 

BMNR’s stock plummeted over 10% in pre-market trade with the paper value of its holdings dropping $6.8 billion after the weekend crypto flash crash.

BMNR’s Stock Plummets As Tom Lee Faces $6.8 Billion Loss Following Ethereum’s Price Crash – Other Crypto Whales Are Buying The Dip

<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 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.

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