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

凯茜·伍德（Cathie Wood）正在采取行动！从AMD股票收益到共插基的调整，再加上加密支持抵押贷款的潜力。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.

凯茜·伍德（Cathie Wood）从来都不是一个人回避破坏性的创新，而她最近在方舟投资的举动肯定会转向。让我们深入研究她的最新剧本，包括AMD，Coinbase以及加密支持抵押贷款的有趣可能性。

AMD: An AI Infrastructure Power Play

AMD：AI基础设施力量

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.

周一，方舟投资大大增加了其在高级微型设备（AMD）中的持股。伍德的资金获得了356,275 AMD的股票，价值50055万美元。这表明对AMD在新兴的AI基础设施景观中的作用有信心。随着AMD与HCLTECH合作以促进AI和云计算解决方案，看来Wood押注了芯片制造商的未来。

Coinbase: Strategic Trimming Amidst Crypto Optimism

Coinbase：在加密乐观中的战略修剪

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.

尽管看好AMD，ARK Invest将其Coinbase（Coin）头寸削减了，售出了124,892股，价值4,377万美元。尽管伯恩斯坦（Bernstein）最近的看涨目标目标是Coinbase，但此举仍在。伍德的推理可能源于比特币投资者面临的抵押障碍，可能会推动资本朝着像Coinbase这样的受监管交易所。但是，Coinbase仍然是方舟投资组合中的最高持有，表明持续的（尽管有调节）对加密货币交换的信念。

Crypto Mortgages: A Brave New World?

加密抵押贷款：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.

美国联邦住房金融局（FHFA）正在探索一项提案，以考虑抵押贷款资格时考虑加密货币持有量，尤其是比特币。凯茜·伍德（Cathie Wood）称这一举动是将数字资产与传统金融系统集成的“重大步骤”。

Why This Matters

为什么这很重要

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.

该提案可以为数百万加密投资者开放房屋所有权，这些投资者目前由于其财富存储在数字资产中而被锁定。 FHFA的提案不强迫加密持有人将其持股转换为现金（和应税活动），而是使他们能够使用比特币来获得房屋贷款。它重新定义了谁是“信誉良好的”，拥抱现代财富建设并激励贷方创建特定于加密的抵押产品。

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.

如果采用该提案，则可能会产生深远的影响，并将更广泛的金融体系中的数字资产合法化。银行甚至可能开发用于加密支持的贷款的基础设施，可能导致新型的抵押支持证券，并接触数字资产。

Final Thoughts

最后的想法

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的举动总是值得一看的，她最近的戏剧涉及AMD，Coinbase和Crypto Mortgages突出了技术，金融和数字资产的不断发展的交集。无论您是经验丰富的投资者，还是只是将脚趾浸入水中，这些发展都可以重塑我们如何建立财富和获得财务机会的未来。 FHFA的决定仍在等待中，但这表明金融界正在缓慢但肯定地认识到数字资产的力量。谁知道，也许有一天您会用比特币购买梦想的褐砂石！