ARKK is now up 90 % from its April low. That is real. But it reflects heavy buying of risky, highly speculative stocks.
“ARKK is up 90% off its April lows. Poster child of the S&P recovery.”
https://www.quant-insight.com/insight/macro-spotlight—arkk-is-up-90-off-its-april-lows-poster-child-of-the-s-p-recovery
Ark Invest bought 540 ,712 shares of BMNR today, the volatile firm tied to Tom Lee’s Ethereum treasury.
https://blockchain.news/flashnews/cathie-wood-and-ark-invest-acquire-540-712-shares-of-tom-lee-s-bmnr-impact-on-crypto-market
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ARKK rose 19 % year to date and nearly 50 % in the past three months.
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Ark gained about $767 million in fresh inflows, a record high.
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ARK bought BMNR shares worth $20 million on one day and over $52 million in five days.
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BMNR trades sharply down over 30 % in a month, showing extreme volatility.
Cathie Wood buys the most speculative stocks and gets praised during market moves. But the history is pattern heavy: funds often fall 60 % later and ruin gains. That cycle is underreported. Here it shows again.
Comparing ARKK and QQQ, ARKK is more exposed to volatile small high‑growth names. QQQ is broad tech and less extreme. If liquidity tightens, ARKK is likely to suffer more severe losses.
Be careful. The surge is real. But it’s late‑cycle style speculation. That repeated cycle between boom and bust is the bigger point.
Note: This is not financial advice and is for educational purposes only. Please conduct your own due diligence.
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