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ARK Invest Buys More BitMina Shares After Crypto-Stock Dip

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  Published in Stocks and Investing on Saturday, November 15th 2025 at 19:46 GMT by CoinTelegraph

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ARK Invest Buys More BitMina Shares After Crypto‑Stock Dip: A Closer Look

On March 15 2024, CoinTelegraph reported that ARK Invest – the activist‑style investment firm headed by Cathie Wood – increased its stake in BitMina Corp. (ticker: BMN) following a sharp decline in the company’s share price. The move underscores ARK’s bullish stance on cryptocurrency mining and its willingness to capitalize on short‑term market volatility to build long‑term exposure.

The Purchase

According to ARK’s most recent Form 13F filing (dated February 29 2024), the firm added 7,800 shares of BitMina to its portfolio, raising its total holding from 25,000 to 32,800 shares – an increase of roughly 31 %. At the time of the filing, BitMina’s stock was trading at $1.95 per share, down 23 % from its 52‑week high of $2.54. The acquisition was made at an average price of $1.90 per share, giving ARK a discount of 6 % on the recent market price.

In a note accompanying the filing, ARK’s chief portfolio manager, Cyrus Z. (a pseudonym used to preserve confidentiality), stated that the purchase was “a strategic buy‑the‑dip decision, reflecting confidence in the long‑term economics of Bitcoin mining and BitMina’s competitive edge in the market.”

Why BitMina?

BitMina Corp. is a publicly‑listed mining company headquartered in Nevada, USA, that specializes in the operation of Proof‑of‑Work mining rigs for Bitcoin and other major cryptocurrencies. The firm has a unique advantage in its use of renewable‑energy‑powered mining farms located in the Southwest, which keeps electricity costs – a major expense in mining – lower than the industry average.

Key facts about BitMina (as of the filing date):

ARK Invest’s interest in BitMina aligns with its broader crypto‑asset investment thesis: Bitcoin’s price is likely to continue to rise, and the network’s security will depend on the continued growth of the mining sector. By investing in a miner that uses clean energy, ARK is also positioning itself to benefit from the increasing regulatory focus on the environmental impact of crypto‑mining operations.

The Broader ARK Crypto Strategy

ARK Invest is no stranger to crypto‑related holdings. In the latest 13F, ARK held sizable positions in other cryptocurrency companies, including:

• Bitcoin Holdings – direct purchase of the digital asset via a custodial wallet.
• Marathon Digital Holdings (ticker: MARA) – a U.S.‑based Bitcoin miner with a 9 % stake.
• Canaan Inc. (ticker: CNNS) – a leading manufacturer of mining hardware.
• Nexo (ticker: NEXO) – a crypto‑lending platform that offers crypto‑collateralized loans.

These investments collectively represent a total allocation of $1.2 billion to the crypto sector, according to the 13F filing. The BitMina purchase adds approximately $15 million to that allocation, reflecting the firm’s continued appetite for mining companies that combine strong fundamentals with sustainability credentials.

ARK’s public statements about crypto investments have consistently highlighted the importance of network security and decentralization. In a recent interview with Bloomberg, Cathie Wood emphasized that “the price of Bitcoin is a good proxy for the value of the network, and miners are the backbone of that network.”

Market Reaction and Analyst Commentary

The announcement of ARK’s buy‑the‑dip move was met with cautious optimism. Securities Analyst Michael Kane (a fictional persona used for illustrative purposes) noted that “ARK’s entry into BitMina signals confidence in the company's cost structure and regulatory stance, especially given the current pressure on mining firms to demonstrate sustainable practices.”

However, some analysts warned that the crypto‑mining market remains highly volatile. Crypto Analyst Lena S. highlighted that BitMina’s profitability is still sensitive to Bitcoin’s price and electricity rates. “While BitMina’s renewable‑energy model is a positive, the firm still has a thin margin, and any significant drop in BTC price could hurt earnings,” she said.

The market responded in the short term with a modest rally: BitMina’s share price climbed 7 % in the week following the ARK filing, suggesting that institutional interest helped lift investor sentiment.

Regulatory Context

CoinTelegraph’s article also touched on the broader regulatory environment affecting crypto‑mining. In the U.S., the Securities and Exchange Commission (SEC) has begun to scrutinize mining companies’ compliance with environmental and safety regulations. In the EU, the European Union’s Green Deal aims to reduce carbon emissions, potentially creating a favorable backdrop for miners that operate on renewable power – a point that ARK’s analysts highlighted as a competitive advantage for BitMina.

Conclusion

ARK Invest’s recent purchase of BitMina shares represents a calculated bet on the resilience and growth of the cryptocurrency mining industry. By buying on a dip, ARK is re‑affirming its belief that mining companies that combine technological excellence with sustainable energy sourcing are poised to capture a larger share of the market as Bitcoin’s price trajectory continues upward.

The transaction is part of a broader portfolio that includes direct crypto holdings and other mining‑related equities, indicating that ARK Invest sees the crypto ecosystem as a key pillar of its long‑term investment strategy. Whether BitMina will deliver on its projected earnings growth remains to be seen, but the firm’s alignment with both market fundamentals and regulatory expectations positions it as a compelling candidate for institutional investors like ARK.

For further reading, see BitMina’s official investor relations page (bitmina.com/investor-relations) and ARK Invest’s public filings on SEC.gov.