ARK Invest, the investment firm led by Cathie Wood, bought 124,543 shares of SpaceX (SPCX) worth about $14.14 million, according to data posted on ARK Invest’s website. The firm also added 27,864 shares of Tesla (TSLA) valued at roughly $8.62 million, 20,000 shares of Pony AI (PONY) worth about $150,000, and 12,772 shares of Kodiak AI (KDK) worth around $50,000. In addition, ARK Invest purchased 4,799 shares of the 3iQ Solana Staking ETF (SOLQ.U), with the position valued at about $30,000. On the sell side, the firm sold 12,119 shares of Robinhood (HOOD), worth about $1.16 million. The disclosed trades show ARK increasing exposure across private space, electric vehicles, autonomous driving and a Solana-linked staking ETF, while trimming its Robinhood position.

Crypto markets head into the week of July 27 with a dense calendar of macro releases, central bank decisions and industry-specific events that could shape digital-asset pricing. According to CoinDesk’s weekly preview, the Federal Reserve, Bank of England and Bank of Japan are all expected to leave rates unchanged, but traders are watching closely for any signal that higher energy prices could push policymakers closer to renewed tightening. CME FedWatch puts the odds of a U.S. rate hike at 33%, while prediction markets imply 19%, up from near zero earlier in the month. Thursday brings a heavier test with second-quarter U.S. GDP and June Personal Consumption Expenditures data. CoinDesk said a combination of firm growth and sticky inflation could strengthen the higher-for-longer rates trade through higher yields and a stronger dollar, while softer numbers could unwind that setup. On the crypto side, Polygon is set to deploy its Ithaca hard fork on mainnet, BitMEX will settle and delist 35 derivatives contracts, and FTX Recovery Trust is scheduled to begin its fifth creditor distribution, worth roughly $900 million. Earnings from Robinhood, Coinbase and Strategy are also due, alongside governance votes, token unlocks and industry conferences.

Artemis Analytics’ weekly data review pointed to two developments that stood out across crypto markets. On July 20, S&P Dow Jones Indices and Pantera Capital launched the S&P Pantera Digital Asset Index, an 18-token benchmark that screens constituents for protocol revenue before applying capped market-cap weighting. Artemis supplies the revenue classification, circulating supply and total supply data, while Lukka provides pricing. ETH, BNB, SOL, TRX and HYPE are the five largest components by weight, and both BTC and XRP were excluded under the revenue screen. The report also drilled into Robinhood Chain, an Arbitrum Orbit L2 that went live on July 1. For the week of July 18-25, the chain posted $4.7 billion in DEX volume, ranking fourth behind BSC, Ethereum and Base, and ahead of Solana. Even so, Artemis said the economics on the chain are concentrated elsewhere: as of July 25, 70% of TVL came from Morpho and Ethena, Robinhood stock tokens accounted for just 4.2% of TVL, Uniswap handled 98% of DEX flow that day, and memecoin pairs made up 74.7% of trading volume. In Artemis’ framing, Robinhood built distribution, while third-party applications and protocols captured most of the value.

U.S. stocks are heading into a crowded week of catalysts, with corporate earnings, Federal Reserve policy and macroeconomic data all landing within a few sessions. On Tuesday, investors are watching results from V, GEV, KO and BA. Wednesday brings the Federal Reserve’s interest rate decision alongside earnings from Microsoft (MSFT), Meta (META), Qualcomm (QCOM), Arm (ARM) and HOOD. Thursday adds another layer, with the initial GDP reading and June PCE data due the same day that Apple (AAPL), Amazon (AMZN) and Coinbase (COIN) report results. On Friday, the market focus turns to the Employment Cost Index and earnings from XOM and ABBV. According to WEEX Labs, the policy statement, technology earnings and inflation signals are likely to shape the rate path and valuations for tech stocks, while capital may rotate across mega-cap technology, AI infrastructure and rate-sensitive sectors. The firm said short-term market volatility could increase further. WEEX’s zero-fee stock token trading campaign is also ongoing.

MarsBit’s Weekly Editor’s Picks for July 18 to July 24 pulled together a wide range of stories spanning macro markets, crypto investing, AI, prediction markets, policy, stablecoins, emerging ecosystems and security. The roundup pointed to fresh stress in the U.S. Treasury market, where rising yields and a long stretch of elevated 30-year rates have pushed investors to rethink the Federal Reserve path. It also revisited South Korea’s single-stock leveraged ETF unwind in eight stages, arguing that the selloff was driven by a feedback loop involving foreign capital rebalancing, retail dip-buying, daily ETF rebalancing, forced liquidations, shifting industry expectations, tighter regulation and tighter monetary policy rather than a collapse in fundamentals. On the crypto side, MarsBit highlighted arguments that the next bull market could center on the merger of on-chain finance and traditional finance, with stablecoins, tokenized assets, 24/7 trading, instant settlement and institutional DeFi at the center. Hyperliquid and Robinhood were named as two representative players pushing that convergence from different directions. The roundup also covered Hyperliquid’s HIP-4 proposal, updates around the U.S. CLARITY Act, a report that SpaceX will release $116 billion in stock into circulation on August 6 through a phased structure, and a MetaMask contractor incident in which a person later identified by Consensys as a North Korean hacker had accessed core wallet code. MarsBit said the incident caused no user asset or data losses.

ARK Invest analyst Lorenzo said Hyperliquid has reached a new point in its market mix, with real-world asset trading on HIP-3 exceeding crypto-native volume for the first time in a single week. According to the figures cited in the post, RWA accounted for 54% of total platform volume, and 61% of that RWA activity came from single-stock products. The article argues this shift points to a broader change in Hyperliquid’s positioning, from a crypto perpetuals venue to a round-the-clock multi-asset derivatives platform spanning equities, indices, commodities and FX. The write-up also stresses that the RWA products in question are synthetic perpetual contracts rather than tokenized securities. Traders get price exposure, typically margined in USDC, but do not receive actual stock ownership, voting rights or legal claims on the underlying assets. It distinguishes that model from true securities tokenization and notes the two paths carry different infrastructure, legal and operational requirements. At the same time, the piece flags a math issue in the original comparison between Hyperliquid’s HIP-3 RWA volume and the rest of the DEX perpetuals market, and says the claim cannot be directly derived from the numbers presented. It further examines what the trend could mean for HYPE, USDC and Circle, while outlining the current HIP-3 market map, where activity is concentrated in stocks, commodities and indices, with much of the volume attributed to the trade[XYZ] deployment.

Despite a $3 trillion market rout, ARKK holds large stakes in Robinhood, Coinbase, Circle, Bullish, and BitMine. Robinhood surged over 3% after Goldman Sachs raised its price target. Wood reiterated Bitcoin targets of $730K to $1.5M by 2030.

ARK Invest bought roughly $70 million to $72 million in crypto-linked equities between Feb. 2 and 3, 2026, adding positions in Robinhood, CoreWeave, Circle, Coinbase and its own Bitcoin ETF as prices fell.