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Silicon to Blockchain: ARK's Bold Shift Toward Transformative Technologies

Silicon to Blockchain: ARK's Bold Shift Toward Transformative Technologies

Bitget-RWA2025/11/14 13:32
By:Bitget-RWA

- ARK Invest sold $22.5M AMD shares on Nov 13, 2025, reallocating to crypto firms Circle and Bitmine, signaling a strategic shift toward digital infrastructure and biotech . - The firm divested over $29M in Pinterest , Regeneron , and Salesforce while boosting crypto exposure via 188K Circle shares and 242K Bitmine shares amid sector declines. - Biotech investments in Beam and Recursion extended a weeklong accumulation pattern, reflecting ARK's focus on gene-editing and pharmaceutical innovation. - Total t

Cathie Wood's

Invest on November 13, 2025, by selling off a $22.5 million stake in Advanced Micro Devices (AMD) and redirecting $26 million into crypto-focused companies Internet Group and Technologies, as revealed in recent trading reports. This shift marks a deliberate move away from semiconductor equities toward investments in digital infrastructure and biotechnology, to disruptive innovation, even as market conditions remain turbulent.

The

divestment consisted of 87,051 shares traded via the , after the chipmaker's Analyst Day event on November 11, 2025. AMD closed at $247.96 on November 13, representing a 4% drop from its high after the event. ARK also ($15.6 million), Regeneron ($8.2 million), and Salesforce ($5.4 million), resulting in divestments totaling over $29 million.

At the same time, ARK

by acquiring 188,941 shares of Circle for $16.3 million across three ETFs, marking the second day in a row of such purchases.
Silicon to Blockchain: ARK's Bold Shift Toward Transformative Technologies image 0
Circle, which issues the stablecoin, to $82.34 on the day of ARK's purchase. The firm also for $9.8 million, further increasing its ownership in the crypto mining infrastructure company. Bitmine's shares to $36.57, reflecting weakness across the sector.

In the biotech space, ARK invested $3.1 million in Beam Therapeutics and $1.2 million in Recursion Pharmaceuticals,

in gene-editing and pharmaceutical innovation. Altogether, ARK's trades surpassed $70 million, emphasizing its pursuit of high-growth, capital-efficient opportunities.

ARK's recent Circle acquisitions demonstrate its belief in the future of stablecoin infrastructure,

the launch of a native token for its Arc blockchain platform. Meanwhile, Bitmine's contribution to crypto infrastructure supports ARK's view on the increasing institutional adoption of blockchain technology.

These transactions come as AMD encounters intensified rivalry in the AI chip industry,

annual revenue growth of 35% over the next three to five years. Although AMD's stock has nearly doubled in 2025, ARK's decision to sell suggests it is locking in gains while considering speculative opportunities in emerging competitors like Nvidia's MI400 series.

ARK's approach reflects broader institutional behavior, such as David Tepper's Appaloosa Management,

in the third quarter of 2025 while divesting from Intel. However, ARK's emphasis on crypto infrastructure sets it apart from more conventional tech portfolios, in decentralized finance and digital asset ecosystems.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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