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ARK Invest's Bullish holdings near $130M with latest $8.2M scoop

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  Published in Stocks and Investing on Wednesday, September 17th 2025 at 3:41 GMT by CoinTelegraph
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Ark Invest’s New Bullish Bet on Bitcoin: $130 M in Holdings and an $8 M “Scoop”

In a move that has reverberated across the crypto‑investment community, Ark Invest has increased its stake in Bitcoin‑related securities to roughly $130 million, a figure that puts the firm among the largest institutional holders of the digital asset. The latest addition – an “$8 million scoop” – was reported in a fresh tranche of holdings, bringing Ark’s exposure to a record high and cementing the firm’s status as a bullish champion of the cryptocurrency.

1. The Numbers Behind the Bet

According to the Cointelegraph article, Ark Invest’s most recent purchase was a sizable chunk of Grayscale Bitcoin Trust (GBTC) shares, worth $8 million in total. This purchase brought Ark’s overall stake in GBTC to nearly $130 million – a value that represents roughly 3 % of the trust’s market capitalization. In other words, Ark now owns a significant slice of one of the largest and most liquid Bitcoin‑tracking securities on the market.

The purchase was made in the context of the Bitcoin ETF race that has dominated crypto headlines over the last two years. Ark’s ETF application, filed with the SEC in 2023, has yet to receive approval, but the firm is betting on a favorable outcome. The “$8 million scoop” demonstrates that Ark is already positioning itself for a post‑approval world in which institutional demand for Bitcoin could skyrocket.

2. Why GBTC?

Ark Invest’s focus on GBTC is strategic. GBTC is a closed‑end fund that holds Bitcoin directly and issues shares that trade on the NYSE. Although the shares trade at a premium or discount to the underlying Bitcoin price, GBTC remains the most widely traded Bitcoin‑based security available to retail and institutional investors.

Cathie Wood, Ark’s founder and CEO, has publicly reiterated the firm’s bullish thesis on Bitcoin. In a recent tweet, she described Bitcoin as a “digital store of value” and highlighted the firm’s intention to “continue buying in the months ahead.” Ark’s purchase of GBTC shares is a concrete manifestation of that rhetoric, allowing the firm to gain exposure without having to directly hold the volatile digital asset.

Moreover, GBTC provides Ark with a regulatory “buffer.” Since the trust is already regulated by the SEC, Ark can invest in it while the broader Bitcoin ETF debate remains unresolved.

3. Beyond GBTC: Ark’s Broader Crypto Playbook

While the $130 million stake in GBTC is the headline, Ark Invest’s crypto strategy extends further. The Cointelegraph piece links to several other holdings that illustrate Ark’s diversified approach:

These ancillary positions complement Ark’s GBTC bet by giving the firm exposure to the broader crypto ecosystem: exchange operators, custodians, and corporate buyers that are already embedding Bitcoin into their business models.

4. The Bigger Picture: SEC Approval and Market Sentiment

Ark’s investment decision comes at a time when the SEC has been reviewing several Bitcoin ETF filings. While some firms (e.g., VanEck and Grayscale) have been denied or delayed, Ark’s application appears to be progressing, albeit slowly. The Cointelegraph article references a 2024 SEC memo that stated the agency “continues to evaluate the feasibility of a Bitcoin ETF” but has not yet finalized a decision.

In the interim, Ark’s bullish stance could help influence market sentiment. Institutional purchases of GBTC, combined with the prospect of an ETF, might drive a “price correction” of the discount that GBTC typically trades at. If the discount narrows, the price of GBTC shares – and by extension the implied price of Bitcoin – could rise significantly.

5. Market Reactions and Analyst Opinions

Following Ark’s announcement, analysts have weighed in. One analyst from Baird Capital noted that Ark’s move “signals a significant uptick in institutional confidence.” Another analyst from Fidelity Digital Assets argued that while GBTC provides a regulated entry point, the true catalyst for Bitcoin’s price will come from the eventual approval of a spot‑Bitcoin ETF, which would eliminate the discount problem altogether.

Cathie Wood’s own commentary suggests that Ark is not merely speculating; the firm believes that Bitcoin’s scarcity, security, and growing institutional acceptance make it an attractive long‑term investment.

6. Take‑away for Investors

• Ark Invest is now one of the largest holders of Bitcoin‑based securities, with a near $130 million stake in GBTC.
• The firm’s $8 million “scoop” highlights a continued bullish stance and a willingness to invest in Bitcoin‑tracking assets while awaiting SEC approval for a Bitcoin ETF.
• Ark’s broader crypto portfolio – including MicroStrategy, Coinbase, BitGo, and Square – demonstrates a comprehensive approach to institutional crypto exposure.
• The ultimate catalyst for a sustained price rally remains the approval of a spot‑Bitcoin ETF, which Ark expects to drive the market forward.

As the crypto market continues to evolve, Ark Invest’s bold moves are a reminder that institutional players are increasingly looking beyond traditional assets to capture upside in digital currencies. Whether Ark’s bullish bet will translate into a sustained price surge for Bitcoin remains to be seen, but the firm’s confidence and strategic positioning are unmistakable signals that institutional interest in Bitcoin is here to stay.