Cathie Wood的ARK Invest：AMD賭注，Coinbase Cuts和Crypto Mortgages！

凱茜·伍德（Cathie Wood）正在採取行動！從AMD股票收益到共插基的調整，再加上加密支持抵押貸款的潛力。扣！

Cathie Wood is never one to shy away from disruptive innovation, and her recent moves at Ark Invest are certainly turning heads. Let's dive into her latest plays involving AMD, Coinbase, and the intriguing possibility of crypto-backed mortgages.

凱茜·伍德（Cathie Wood）從來都不是一個人迴避破壞性的創新，而她最近在方舟投資的舉動肯定會轉向。讓我們深入研究她的最新劇本，包括AMD，Coinbase以及加密支持抵押貸款的有趣可能性。

AMD: An AI Infrastructure Power Play

AMD：AI基礎設施力量

On Monday, Ark Invest significantly increased its holdings in Advanced Micro Devices (AMD). Wood's funds scooped up 356,275 AMD shares, valued at a cool $50.55 million. This shows confidence in AMD's role in the burgeoning AI infrastructure landscape. With AMD collaborating with HCLTech to advance AI and cloud computing solutions, it seems Wood is betting big on the chipmaker's future.

週一，方舟投資大大增加了其在高級微型設備（AMD）中的持股。伍德的資金獲得了356,275 AMD的股票，價值50055萬美元。這表明對AMD在新興的AI基礎設施景觀中的作用有信心。隨著AMD與HCLTECH合作以促進AI和雲計算解決方案，看來Wood押注了芯片製造商的未來。

Coinbase: Strategic Trimming Amidst Crypto Optimism

Coinbase：在加密樂觀中的戰略修剪

While bullish on AMD, Ark Invest trimmed its Coinbase (COIN) position, selling 124,892 shares worth $43.77 million. This move comes despite Bernstein's recent bullish price target for Coinbase. Wood's reasoning might stem from the mortgage hurdles faced by Bitcoin investors, potentially driving capital toward regulated exchanges like Coinbase. However, Coinbase remains a top holding in Ark's portfolio, signaling a continued, albeit moderated, belief in the crypto exchange.

儘管看好AMD，ARK Invest將其Coinbase（Coin）頭寸削減了，售出了124,892股，價值4,377萬美元。儘管伯恩斯坦（Bernstein）最近的看漲目標目標是Coinbase，但此舉仍在。伍德的推理可能源於比特幣投資者面臨的抵押障礙，可能會推動資本朝著像Coinbase這樣的受監管交易所。但是，Coinbase仍然是方舟投資組合中的最高持有，表明持續的（儘管有調節）對加密貨幣交換的信念。

Crypto Mortgages: A Brave New World?

加密抵押貸款：勇敢的新世界？

The U.S. Federal Housing Finance Agency (FHFA) is exploring a proposal to factor in cryptocurrency holdings, particularly Bitcoin, when qualifying for a mortgage. Cathie Wood has lauded this move as “a major step” toward integrating digital assets with traditional financial systems.

美國聯邦住房金融局（FHFA）正在探索一項提案，以考慮抵押貸款資格時考慮加密貨幣持有量，尤其是比特幣。凱茜·伍德（Cathie Wood）稱這一舉動是將數字資產與傳統金融系統集成的“重大步驟”。

Why This Matters

為什麼這很重要

This proposal could open homeownership to millions of crypto investors who are currently locked out due to their wealth being stored in digital assets. Instead of forcing crypto holders to convert their holdings to cash (and incur taxable events), the FHFA's proposal would allow them to use their Bitcoin to secure home loans. It redefines who is “creditworthy,” embracing modern wealth building and incentivizing lenders to create crypto-specific mortgage products.

該提案可以為數百萬加密投資者開放房屋所有權，這些投資者目前由於其財富存儲在數字資產中而被鎖定。 FHFA的提案不強迫加密持有人將其持股轉換為現金（和應稅活動），而是使他們能夠使用比特幣來獲得房屋貸款。它重新定義了誰是“信譽良好的”，擁抱現代財富建設並激勵貸方創建特定於加密的抵押產品。

Beyond Mortgages

超越抵押

If adopted, this proposal could have far-reaching effects, legitimizing digital assets within the broader financial system. Banks might even develop infrastructures for crypto-backed loans, potentially leading to new types of mortgage-backed securities with exposure to digital assets.

如果採用該提案，則可能會產生深遠的影響，並將更廣泛的金融體系中的數字資產合法化。銀行甚至可能開髮用於加密支持的貸款的基礎設施，可能導致新型的抵押支持證券，並接觸數字資產。

Final Thoughts

最後的想法

Cathie Wood's moves are always worth watching, and her recent plays involving AMD, Coinbase, and crypto mortgages highlight the evolving intersection of tech, finance, and digital assets. Whether you're a seasoned investor or just dipping your toes in the water, these developments could reshape the future of how we build wealth and access financial opportunities. The FHFA's decision is still pending, but it's a sign that the financial world is slowly but surely recognizing the power of digital assets. Who knows, maybe one day you'll be buying your dream brownstone with Bitcoin!

Cathie Wood的舉動總是值得一看的，她最近的戲劇涉及AMD，Coinbase和Crypto Mortgages突出了技術，金融和數字資產的不斷發展的交集。無論您是經驗豐富的投資者，還是只是將腳趾浸入水中，這些發展都可以重塑我們如何建立財富和獲得財務機會的未來。 FHFA的決定仍在等待中，但這表明金融界正在緩慢但肯定地認識到數字資產的力量。誰知道，也許有一天您會用比特幣購買夢想的褐砂石！