Ark Adds $9.1M in Circle and Bullish as Crypto Stocks Keep Sliding

Ark Adds $9.1M in Circle and Bullish as Crypto Stocks Keep Sliding

Ark Invest bought $9.1 million in crypto-related equities on Nov. 25, adding $7.6 million of Circle Internet Group (NASDAQ: CRCL) and $1.5 million of Bullish (NYSE: BLSH), as bitcoin traded near $87,500 and sector stocks extended declines.

The latest allocations underscore Cathie Wood’s strategy of adding exposure during weakness. Ark Invest buys Circle and Bullish shares continued a buying streak that began with larger purchases on Nov. 20.

Market moves and price context

Bitcoin hovered around the mid-$87K range during Tuesday’s session, reflecting a subdued tape across digital-asset equities. Broader crypto coverage the same day also placed BTC near $87.5K, signaling consolidation after recent volatility. coindesk.com+1

What ARK bought on Nov. 25

Circle (CRCL): ~$7.6M

Bullish (BLSH): ~$1.5M
Both names finished lower on the day: Bullish closed at $40.50 (-2.41%) and Circle at $70.11 (-3.62%).

Where ARK’s crypto exposure stands now

ARK reports ~$151.8M in Bullish shares across its ETFs. Its largest crypto positions are Coinbase ~4% of total ETF holdings (~$506.6M) and Circle ~2% (~$254.9M). These weights and market values are reflected in ARK’s combined holdings dashboard.

Ark Invest buys Circle and Bullish shares during weakness

The Nov. 25 trades followed a larger Nov. 20 “buy-the-dip” across crypto-equities. Accumulating exposure on drawdowns aligns with ARK’s stated high-conviction approach to innovation-linked assets.

Context & Analysis

ARK’s incremental add to Circle and Bullish while BTC consolidates suggests continued conviction in crypto market infrastructure (exchanges and stablecoin issuers). The concentration in Coinbase and Circle indicates ARK’s tilt toward platforms benefiting from trading activity and USD-stablecoin adoption. Short-term, performance hinges on BTC direction and equity beta; longer-term, on market share and fee dynamics across these firms.

Conclusion

ARK’s 25 November purchases slightly increased its exposure to crypto-linked equities, even though CRCL and BLSH showed weakness on the same day and bitcoin traded within a narrow range. The firm’s move indicates a continued interest in the sector despite short-term market fluctuations.

For investors tracking ARK’s strategy, monitoring its daily holdings is a useful way to gauge shifts in conviction and risk appetite. Changes in position sizes or asset selection can offer early signals about ARK’s market outlook and broader sentiment toward crypto-related investments.

FAQs

Q : What did ARK buy on Nov. 25?

A : ARK purchased $7.6M of Circle (CRCL) and $1.5M of Bullish (BLSH).

Q : Why were Circle and Bullish down despite ARK buying?

A : ARK’s buying wasn’t enough to offset broader market weakness and short-term selling pressure.

Q : How big are ARK’s positions in Coinbase and Circle?

A : Coinbase is roughly 4% (~$506.6M) and Circle around 2% (~$254.9M) of ARK’s total ETF holdings.

Q : Is ARK still accumulating crypto stocks?

A : Yes, ARK continues to accumulate crypto-linked equities and also made larger purchases during the Nov. 20 dip.

Q : Did bitcoin influence these trades?

A : The trades were made while BTC was consolidating near $87,500, suggesting ARK saw stability rather than volatility.

Q : Where can I verify the trades?

A : You can check ARK’s daily holdings trackers (e.g., Cathie’s Ark) and reputable financial news sources.

Q : Does this mean ARK is bullish long-term?

A : It indicates ongoing long-term conviction, but outcomes still depend on overall market trends and company fundamentals.

Facts

• Event
  ARK Invest added $7.6M in Circle and $1.5M in Bullish on Nov. 25

• Date/Time
  2025-11-25T00:00:00+05:00 (trade date); article updated 2025-11-26

• Entities
  Ark Invest; Circle Internet Group (CRCL); Bullish (BLSH); Coinbase (COIN)

• Figures
  BLSH close $40.50 (-2.41%); CRCL $70.11 (-3.62%); BTC ≈ $87,500; ARK BLSH holdings ≈ $151.8M; COIN ≈ $506.6M (~4%); CRCL ≈ $254.9M (~2%)

• Quotes
  “Ark Invest purchased $7.6 million in Circle shares and $1.5 million of Bullish stock on Tuesday.” CoinDesk report

• Sources
  CoinDesk; Cathie’s Ark holdings dashboard; market coverage placing BTC near $87.5K. coindesk.com+2cathiesark.com+2