ARK Invest的投资组合重新平衡：Coinbase，Block和Crypto Shift

方舟投资在关注以太坊基础设施的同时，重新平衡了其投资组合，脱落Coinbase和Block股票。这是战略加密转变吗？

Ark Invest's Portfolio Rebalance: Coinbase, Block, and the Crypto Shift

ARK Invest的投资组合重新平衡：Coinbase，Block和Crypto Shift

Ark Invest, helmed by Cathie Wood, is making moves in the crypto space, rebalancing its portfolio by reducing exposure to Coinbase and Block. What's behind this strategic shift?

由Cathie Wood负责的Ark Invest正在加密货币空间中采取行动，通过减少对Coinbase和Block的接触来重新平衡其投资组合。这种战略转变的背后是什么？

Key Takeaways: ARK's Crypto Shuffle

关键要点：方舟加密货币

Recently, Ark Invest has been actively rebalancing its portfolio, notably reducing its holdings in Coinbase (COIN) and Block Inc. (XYZ). On July 24, Ark sold Coinbase shares worth around $12.1 million from its ARK Innovation ETF (ARKK) and ARK Next Generation Internet ETF (ARKW). Simultaneously, it shed Block Inc. shares worth $9.8 million from ARKK. This isn't a one-off; Ark has been trimming these positions for a while.

最近，ARK Invest一直在积极地重新平衡其投资组合，特别是减少了其在Coinbase（Coin）和Block Inc.（XYZ）中的持股。 7月24日，ARK从其ARK Innovation ETF（ARKK）和ARK Next Generation Internet ETF（ARKW）中出售了价值约1,210万美元的Coinbase股票。同时，IT剥离了Block Inc.的股票，价值980万美元。这不是一次性的；方舟已经修剪了一段时间。

The Why Behind the What: Strategic Rebalancing

原因背后的原因：战略性重新平衡

Ark Invest's moves aren't random. The firm aims to keep individual holdings below 10% of its funds, ensuring diversification. It's not just about selling; Ark has also been picking up new investments, like BitMine Immersion Technologies and eToro shares. This suggests a shift in focus rather than a complete abandonment of crypto.

方舟投资的举动不是随机的。该公司的目标是使个人持股量低于其10％的资金，以确保多元化。这不仅仅是出售；方舟还一直在收集新的投资，例如Bitmine Immersion Technologies和Etoro股票。这表明重点的转变，而不是完全放弃加密货币。

From Exchanges to Infrastructure: A Change in Focus

从交流到基础架构：重点的变化

Market analysts believe Ark's rebalancing signals a shift towards long-term growth tied to Ethereum infrastructure and blockchain finance. Instead of betting big on crypto exchanges, Ark seems to be eyeing companies building tools on top of blockchain networks, like BitMine, which focuses on Ethereum treasury solutions. This could also be influenced by increasing regulatory pressure on crypto exchange firms in the U.S.

市场分析师认为，ARK的重新平衡信号朝着与以太坊基础设施和区块链融资相关的长期增长的转变。方舟似乎没有在加密交易所上投注，而是在关注公司在区块链网络之上建立工具，例如Bitmine，该网络重点是以太坊财政部解决方案。这也可能受到美国加密货币公司增加的监管压力的影响

To illustrate, while reducing Coinbase and Block holdings, ARK invested nearly $116 million in BitMine Immersion. This demonstrates a deliberate reallocation of resources towards Ethereum-based technologies.

为了说明，在减少Coinbase和Block Holdings的同时，方舟向Bitmine Immersion投资了近1.16亿美元。这表明了对基于以太坊技术的资源进行故意重新分配。

My Two Satoshis: A Smart Move?

我的两个satoshis：明智的举动？

Personally, I think this is a savvy move by Ark. While crypto exchanges are essential, the real innovation and long-term value might lie in the infrastructure that supports them. By focusing on companies building the picks and shovels for the crypto gold rush, Ark is positioning itself for sustainable growth, regardless of which exchange comes out on top.

就我个人而言，我认为这是方舟的精明行动。尽管加密交流是必不可少的，但真正的创新和长期价值可能在于支持它们的基础设施。通过专注于为加密淘金热的公司建立选秀权和铲子，方舟正在为可持续增长而定位，无论哪种交易所排名最高。

What's Next? Buckle Up!

接下来是什么？扣！

The crypto world is never boring, is it? With Ark Invest making strategic moves, it's clear that the landscape is constantly evolving. Keep an eye on those daily trade updates – they're like tea leaves for the future of crypto investing. And who knows, maybe Ark will surprise us all with their next big play. Stay tuned!

加密世界永远不会无聊，是吗？随着方舟投资的战略举动，很明显，景观正在不断发展。请密切关注这些日常贸易更新 - 它们就像加密投资未来的茶叶。谁知道，也许方舟会以他们的下一场大剧本使我们所有人感到惊讶。敬请关注！