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Don’t chase what was. Own what’s next. Big Ideas 2026.
Download now: ark-invest.com/big-ideas-2026
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ARK Invest
11.7K posts
ARK Invest
@ARKInvest
Investment advisor focused solely on disruptive innovation. Disclosure: https://t.co/7lwRaEv61H
St. Petersburg, FL Katılım Mart 2014
921 Takip Edilen814.5K Takipçiler
ARK Invest retweetledi
DeFi total value locked (TVL) fell broadly in Q1. Network revenue hit its lowest level since 2022.
But applications kept capturing value. DEXs kept gaining share. And HIP-3 markets grew 7x in a single quarter.
Risk-off sentiment met structural progress.
Full DeFi Quarterly ⬇️
ark-invest.com/crypto-reports…
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The AI stack is consolidating faster than most investors realize.
Compute, software, and distribution are collapsing into a single layer of competitive advantage. SpaceX's $60B option to acquire Cursor is the clearest example yet.
Cursor brings the developer interface. SpaceX brings massive proprietary compute. Together they are building the end-to-end AI engineering stack.
We're moving from "best model wins" to "best integrated system wins."
Value is concentrating at the infrastructure layer, and he companies that control it are pulling ahead.
Watch "The Brainstorm" for the full breakdown ⬆️
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ARK Invest retweetledi
Grok 4.3 jumps above Anthropic's Sonnet 4.6 in intelligence and costs 1/10th to run. Nice update from @xai.
Artificial Analysis@ArtificialAnlys
xAI has launched Grok 4.3, achieving 53 on the Artificial Analysis Intelligence Index with improved agentic performance, ~40% lower input price, and ~60% lower output price than Grok 4.20 The release of Grok 4.3 places @xAI just above Muse Spark and Claude Sonnet 4.6 on the Intelligence Index, and a 4 points ahead of the latest version of Grok 4.20. Grok 4.3 improves its Artificial Analysis Intelligence Index score while reducing cost to run the benchmark suite. Key Takeaways: ➤ Grok 4.3 improves on cost-per-intelligence relative to Grok 4.20 0309 v2: it scores higher on the Intelligence Index while costing less to run the full benchmark suite. Grok 4.3 costs $395 to run the Artificial Analysis Intelligence Index, around 20% lower than Grok 4.20 0309 v2, despite using more output tokens. This makes it one of the lower-cost models at its intelligence level ➤ Large increase in real world agentic task performance: The largest single benchmark improvement is on GDPval-AA, where Grok 4.3 scores an ELO of 1500, up 321 points from Grok 4.20 0309 v2’s score of 1179 Grok 4.3, surpassing Gemini 3.1 Pro Preview, Muse Spark, Gpt-5.4 mini (xhigh), and Kimi K2.5. Grok 4.3 narrows the gap to the leading model on GDPval-AA, but still trails GPT-5.5 (xhigh) by 276 Elo points, with an expected win rate of ~17% against GPT-5.5 (xhigh) under the standard Elo formula ➤ Grok 4.3’s performs strongly on instruction following and agentic customer support tasks. It gains 5 points on 𝜏²-Bench Telecom to reach 98%, in line with GLM-5.1. Grok 4.3 maintains an 81% IFBench score from Grok 4.20 0309 v2 ➤ Gains 8 points on AA-Omniscience Accuracy, but at the cost of lower AA-Omniscience Non-Hallucination Rate of 8 points, so Grok 4.20 0309 v2 still leads AA-Omniscience Non-Hallucination Rate, followed by MiMo-V2.5-Pro, in line with Grok 4.3 Congratulations to @xAI and @elonmusk on the impressive release!
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What does SpaceX acquiring Cursor, an AI coding tool, at a $60 billion valuation tell us about the future of space technology?
More than you might think 👀
Watch the latest episode of "The Brainstorm" to find out.
ark-invest.com/podcast/the-br…
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ARK Invest retweetledi
The ARK Venture Fund invests in Kalshi. Explore our Investment Thesis to learn about Kalshi's potential and the rationale behind our investment.
ark-funds.com/articles/ventu…
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ARK Invest retweetledi
SpaceX by the numbers. We published a full guide to the SpaceX IPO and what it could mean for investors.
Read: ark-funds.com/articles/ventu…
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Our view: the key downside markers were not breached in Q1. That's worth noting because, historically, touching or breaking the realized price has been a high-conviction capitulation signal.
At the same time, conviction buyers accumulated aggressively and ETF balances held steady. In our framework, bearish price action meeting bullish undercurrents often precedes a transition.
Full analysis in The Bitcoin Quarterly: Q1 2026 👇
ark-invest.com/crypto-reports…
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Bitcoin's realized price sits at roughly $54k. The investor price at roughly $50k.
Historically, a decline to those levels has signaled a global bottom. Neither was breached in Q1.
Where do you think bitcoin will bottom this cycle?
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ARK Invest retweetledi
Access early. Stay through IPO.
X-energy becomes the third ARK Venture Fund holding to go public, joining Kodiak and Generate:Biomedicines, both still held. And now, ARK is participating as a cornerstone investor at X-energy’s IPO.
Holdings: ark-funds.com/our-etfs
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Looking for more insights from the ARK Next Gen Internet team? ⬇️
Frank Downing@downingARK
The Next Gen Internet team at ARK is firing up a new substack to share our longer form research thoughts from @GrousARK @varshikaARK @JozefARK and I. If you want to follow along, check out the first issue: arknextgeninternetteam.substack.com/p/openai-and-t…
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ARK Invest retweetledi
Risk-off sentiment. Structural progress. Stablecoin supply hit $306B. Tokenized RWAs crossed $27B. The app-to-network revenue ratio hit an all-time high. HIP-3 markets went from $275M to $2B in open interest.
Download The DeFi Quarterly: Q1 2026 report. ark-invest.com/crypto-reports…
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@akaash_ARK The supply is there but the grid isn't using it. Why?
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ARK Invest retweetledi
The US electricity grid runs at roughly 50% capacity utilization. A large share of that underutilization comes from natural gas plants, more than half of which operate below 25% capacity factor.
ARK Invest@ARKInvest
The US electricity grid is running at 50% capacity. Large-scale batteries could change that, and in doing so, cut the cost of electricity. Our latest research article from @akaash_ARK explains. ark-invest.com/articles/analy…
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ARK Invest retweetledi
Tesla updated the potential for milestones in its first quarter earnings report.
@TashaARK shared ARK's thoughts👇
ARK Invest@ARKInvest
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8/ The full DeFi Quarterly: Q1 2026 covers all of this in depth, including network TVL trends, lending protocol rankings, a full HIP-3 market spotlight, and a market pulse.
Read here: ark-invest.com/crypto-reports…
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7/ HIP-3 MARKETS WENT FROM NOTHING TO $2 BILLION
HIP-3 perpetual markets grew from ~$275 million to ~$2.0 billion in open interest in a single quarter.
Weekly trading volumes peaked at ~$17.8 billion, concentrated in commodity perps for oil, gold, and silver. These markets offer something CME can't: 24/7 price discovery.
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DeFi had a defining quarter in Q1 2026. Prices fell. TVL dropped. And yet, structural progress continued underneath the surface.
Here's what the data showed. 🧵
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