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MAVRICK13
ARK Invest made two notable moves in one day.
$5.2M into Circle shares.
$15.9M out of its own Bitcoin ETF.
The contrast is striking: greater exposure to a stablecoin issuer while reducing Bitcoin ETF holdings.
But portfolio rebalancing isn’t necessarily a bearish Bitcoin signal.
The bigger question is whether ARK sees more opportunity in crypto infrastructure than in direct BTC exposure.
#BTC #SamsungWalletUSDC
