Cathie Wood2026-10-03 15:00:58Cathie Wood says investors should watch where AI agents are spending moneyARK Invest founder Cathie Wood said investors need to pay attention to where AI agents direct spending as those systems move beyond answering questions and begin making real-world payments. According to CoinDesk, the shift is pushing both investors and major technology companies to compete for control of the financial rails that could support machine-driven commerce. The report frames the issue as a new area of focus for market participants tracking how artificial intelligence may interact with payment networks and broader financial infrastructure. The article was written by Helene Braun and edited by Cheyenne Ligon. CoinDesk listed the story at 11:00 a.m. EDT on Oct. 3, 2026.20
Cathie Wood2026-10-03 01:59:20Cathie Wood says AI inference costs are falling 99.99% a year, pointing to “good deflation”ARK Invest founder Cathie Wood said falling costs from AI and other innovation platforms could spread across the broader economy, lifting productivity and corporate profitability while pushing inflation below what many investors expect. She described that outcome as “good deflation.” Wood said AI inference costs are currently dropping 99.99% per year with performance unchanged. At the same time, OpenAI’s annualized revenue run rate has risen from $20 billion to $70 billion, which she said shows lower costs are driving rapid demand growth. ARK Invest also expects real GDP growth could reach the high end of the single-digit range, even if that forecast appears “crazy” to many people. In a stronger real growth environment, Wood said, interest rates could rise rather than fall.50
Cathie Wood2026-10-01 21:58:09Cathie Wood says ARK Invest ETF strategy now includes KalshiCathie Wood said ARK Invest’s ETF strategy has incorporated Kalshi, the prediction market platform that remains privately held. She described Kalshi as an unlisted company and said its management team has performed strongly. Wood also said she is optimistic about the company’s development in the prediction market sector. The remarks point to Kalshi’s inclusion within ARK Invest’s ETF strategy framework and reflect Wood’s positive view of the platform’s management and business prospects in prediction markets, based on the information released by Odaily.20
ARK Invest2026-10-01 15:17:46ARK Invest says tokenized stocks are reshaping Ethena’s runwayARK Invest Director of Digital Asset Research Lorenzo Valente said tokenized equities are changing the setup for Ethena and its ENA ecosystem. In his view, USDe supply bottomed at $3.8 billion and has since risen by about 30% to nearly $5 billion. He said inverted or weak crypto funding rates had previously pushed more USDe collateral into off-chain yield sources such as Treasuries, while sUSDe’s average annualized return at one point approached or fell below SOFR. Valente also said market cap stagnation and limited open interest had constrained growth. He added that basis trading has recovered to about 20% of collateral and is growing quickly, while the roughly $70 trillion U.S. equity market, with average annual gains of more than 8%, could support persistent long demand, positive funding, lower volatility, and cheaper hedging. Based on that shift, he said USDe now has its first clear path to scale beyond $20 billion in supply, and reaching $30 billion to $40 billion over the next 12 to 18 months would not be surprising. He also expects Ethena Pay to add support from the demand side.20
Ark Invest2026-09-30 03:27:43Ark Invest gains Kalshi exposure through three ETFs, sees prediction markets reaching up to $5 trillion in annual volumeArk Invest, led by Cathie Wood, now has direct exposure to Kalshi through three exchange-traded funds: ARKK, ARKW, and ARKF. The firm said it expects the prediction market sector to reach annual trading volume of $1 trillion to $5 trillion over the medium term. Ark Invest also said that although Kalshi remains a private company, it wants to give its investors earlier access to that exposure. The update points to Ark’s view that prediction markets could become a much larger segment over time, while its ETF structure offers a way for existing fund investors to participate before Kalshi becomes publicly listed, according to BlockBeats.220
Circle2026-09-28 17:58:20Circle executive says stablecoin restrictions could cost the U.S. $1 trillion in offshore dollar demandCircle executive Nikhil Chandhok said resistance to U.S. dollar stablecoins could leave the United States missing out on as much as $1 trillion in overseas demand for dollars. He made the remark during a discussion at the Moonshots LIVE event, where ARK Invest CEO Cathie Wood was also part of the conversation. The item was reported by Techub, citing Crypto.news. No additional details were provided in the source brief beyond Chandhok’s estimate, the setting of the remarks, and the participants named in the discussion.210
Ark Invest2026-09-28 10:23:57Ark Invest says AI-driven hacking risks extend well beyond BitcoinArk Invest warned that AI-driven cyberattacks are spreading across systems and should not be viewed as a Bitcoin-only risk, according to a report cited by Ark Invest Tracker. The firm said AI is making software vulnerabilities easier to find and exploit, raising the likelihood of attacks across a wider set of digital services. In Ark’s view, Bitcoin and hardware wallets could be among the first areas hit, but the threat does not stop there. Social media platforms, tax websites and banking sites may face the same kind of exposure as AI tools become more capable. Ark also said that trusting a major brand still means trusting that company not to make mistakes as AI grows more powerful. The firm expects large custodians to become targets as well, and said AI may identify and exploit vulnerabilities at a pace not seen before.250
ARK Invest2026-09-25 20:15:44ARK and Securitize Put ARK Venture Fund on Ethereum, Letting Eligible U.S. Investors Buy With USDCARK Invest, led by Cathie Wood, and tokenization firm Securitize said on Sept. 24 that they have tokenized the ARK Venture Fund (ARKVX) on Ethereum. The structure allows eligible U.S. investors to subscribe using USDC and hold their positions in their own wallets, based on details published on Securitize’s ARKVX page. ARKVX, launched in September 2022 as a registered closed-end interval fund, invests in both private and publicly traded companies. As of June 30, the fund had $1.3 billion in net assets, with roughly 62% of the portfolio allocated to private companies. ARK’s holdings file showed that, as of Aug. 31, SpaceX accounted for 7.54% of the fund, Kalshi 5.81%, OpenAI 5.26%, and Anthropic 3.86%. Investors must use a verified Securitize account and a pre-approved wallet, with a $500 minimum for the first investment and $5 for additional purchases. The token keeps the same quarterly liquidity terms as the underlying fund, while transfers are currently limited to other Securitize-verified investors. The launch came a week after the SEC granted an innovation exemption for trading tokenized stocks onchain and one day after Blockchain.com and the New York Stock Exchange signed an MOU tied to tokenized stock offerings.230
