ARK Invest, led by Cathie Wood, made a notable shift:

🔁 Reduced its $TSLA position by $59 million

🔁 Added exposure to crypto-related public companies

The Signal:

This move goes beyond routine rebalancing — it represents a deliberate reallocation toward crypto infrastructure.

ARK is positioning for the next phase of adoption, focusing on the underlying builders of the digital economy rather than short-term trades.

Why It Matters:

· Institutions are increasing exposure via regulated, liquid equities connected to crypto growth.

· It shows confidence in the broader crypto ecosystem, not just tokens.

· Historically, rotations by smart capital often precede wider market participation.

The Big Picture:

Capital flows tell a story. This rotation points to expectations of crypto’s transition from speculation to scalable platforms and real adoption.

Smart money is laying the groundwork.

Are you ready for liftoff?

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