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ARK's Bitcoin Price Forecasting Methodology | The Brainstorm EP 86 May 05, 2025

Show notes

In this episode, Sam Korus, Nick Grous, and David Puell delve into the methodology behind Bitcoin's price forecast for 2030. They explore the total addressable markets for Bitcoin, focusing on its use cases as “digital gold” and institutional investment. The conversation also touches on the evolving narrative of Bitcoin, particularly in light of recent ETF launches, and the implications for corporate treasuries. Additionally, they discuss the concept of 'liveliness' in Bitcoin's supply and how it affects price forecasts, concluding with insights on the dynamics of active versus dormant Bitcoin supply.

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

Key Points From This Episode:

Key use cases for Bitcoin include “digital gold” and institutional investment.
Institutional investment is based on the global market portfolio, excluding gold.
Bitcoin's performance relative to gold ETFs shows its growing acceptance.
Corporate treasuries are increasingly considering Bitcoin as an asset.
The narrative around Bitcoin has shifted towards it being a store of value.
Liveliness is a metric that adjusts Bitcoin's supply for price forecasting.
60% of Bitcoin supply is considered active or kinetic.
Market dynamics can influence the liveliness of Bitcoin supply.
A significant event could alter the current equilibrium of Bitcoin's active supply.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

From Meme Coins To Mainstream: Nikil Viswanathan On Crypto’s Infrastructure Shift May 01, 2025

Show notes

Nikil Viswanathan, co-founder and CEO of Alchemy, joins Brett Winton and Lorenzo Valente to explore the evolving crypto infrastructure landscape. Alchemy, often described as the “AWS for blockchain,” is powering some of the most widely used applications in Web3. Nikil explains why we’re still in the early innings of blockchain development and draws parallels to the early internet. The conversation also covers the rapid shift in institutional sentiment toward crypto, the potential of tokenized financial assets, and why AI agents will rely on blockchain rails to transact. Nikil shares insights from working with global banks, trends in stablecoins, and why the next phase of growth could be driven by developer and user experience innovation.

Key Points From This Episode:

00:01:36 Why Alchemy is the AWS for blockchain—and what that means for crypto’s evolution
00:04:13 Smart contracts as a better alternative to traditional financial intermediaries
00:10:25 Mapping value accrual in smart contract platforms: A $5T opportunity by 2030
00:13:00 How Alchemy abstracts blockchain complexity and improves developer UX
00:18:30 Why blockchain is still in its “green screen” era—and what comes next
00:21:53 Meme coins, signal or noise? Nikil’s take on speculation vs. infrastructure
00:25:03 Crowdfunding, stablecoins, and digital ownership: The real-world use cases
00:29:36 Partnering with Worldcoin: Proof of personhood and bot-resistant networks
00:36:44 The institutional wave: What’s changed in the last 30 days
00:41:05 SAB 121 repeal, ETFs, and the regulatory unlock for banks
00:45:53 The six-step playbook for banks entering crypto—from custody to stablecoins
00:50:56 Will every bank launch a stablecoin and chain? A look at the fragmentation ahead
00:52:04 Tokenized real-world assets and the future of user-owned financial infrastructure
00:58:10 Why AI agents need crypto rails—and what that unlocks
01:00:33 Smart underwriting, programmable capital, and peer-to-peer risk transformation

Bitcoin Treasury Strategies For Public And Private Companies Apr 24, 2025

Show notes

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to host a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your Innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.

Guests on this month’s Bitcoin Brainstorm include:

Cathie Wood: Founder, CEO and CIO, ARK Invest

Lorenzo Valente: Director of Research, Digital Assets, ARK Invest

Matt Cole: CEO, Strive Asset Management

Will Reeves: CEO, Fold

Matt Odell: Managing Parter, Ten31

Rod Roudi: Co-Founder, Bitcoin Park

Key Points From This Episode:

00:02:41 The role of bitcoin in corporate treasury strategies
00:06:04 Institutional perspectives on bitcoin as a hedge
00:10:48 Are there different strategic considerations for public vs. private companies?
00:13:13 Market dynamics and bitcoin premiums
00:22:15 The future of bitcoin treasuries in business
00:30:00 The long-term outlook for bitcoin in corporate strategy
00:40:01 Business strategies in the age of bitcoin
00:45:03 The hurdle rate: bitcoin as a benchmark for investment
00:48:59 Custody and accumulation strategies for bitcoin
00:56:10 The future of bitcoin adoption and education

Links Mentioned in this Episode:

Learn more about Bitcoin Park: bitcoinpark.com

Revolutionizing E-commerce: Amazon's 'Buy For Me' | The Brainstorm EP 85 Apr 23, 2025

Show notes

In this episode, Sam, Nick and Varshika discuss Amazon's new feature, 'Buy For Me', which allows users to shop across different marketplaces using Amazon's purchasing capabilities. They explore the implications of agentic AI in e-commerce, the importance of reducing friction in the purchasing process, and how this innovation could reshape the competitive landscape. The conversation also touches on the future of services enabled by AI, emphasizing the value of knowledge in facilitating transactions.

Key Points From This Episode:

Amazon's 'Buy For Me' feature allows shopping across different marketplaces.
Agentic AI reduces friction in the purchasing process.
The one-click checkout is a significant innovation in e-commerce.
Payments are crucial for completing transactions in online marketplaces.
The competitive landscape of e-commerce is evolving with AI capabilities.
Knowledge at the point of purchase is valuable for consumers.
Physical infrastructure remains important for e-commerce incumbents.
The future of services could be transformed by AI technology.
Consumer behavior is influenced by trust in payment systems.
E-commerce has historically evolved to reduce transaction times.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

How Lila Is Redefining Scientific Discovery With Geoffrey von Maltzahn Apr 17, 2025

Show notes

In this episode of For Your Innovation, Brett Winton, along with ARK Invest Chief Investment Strategist, Charles Roberts, and Research Analyst, Nemo Marjanovic, sit down with Geoffrey von Maltzahn, CEO and founder of Lila Sciences and a general partner at Flagship Pioneering. Fresh out of stealth mode, Lila is pioneering the concept of scientific superintelligence—leveraging AI and automation to accelerate discovery across materials science, chemistry, and life sciences. Geoffrey shares his vision for transforming the scientific method into an AI-driven engine that pushes the boundaries of innovation at unprecedented speeds. The conversation explores the limitations of traditional scientific research, the role of AI-driven autonomous labs, and how Lila aims to revolutionize hypothesis testing and experimentation. Geoffrey discusses how scientific intelligence can scale across domains, the importance of proprietary data, and why unlocking AI’s potential in science could be one of the most valuable technological advances of our time.

Key Points From This Episode:

ARK Invest sees Lila as a transformative opportunity.
Lila’s AI science factories are reinventing research.
We're experiencing breakthroughs in mRNA and material science through AI.
Scientists roles are evolving in an AI-powered world.

The Model Context Protocol | The Brainstorm EP 84 Apr 10, 2025

Show notes

In this episode, Sam and Nick discuss the Model Context Protocol (MCP), its significance in AI development, and its implications for the future of agentic AI. They explore how MCP simplifies the integration of AI applications with web services, making it easier for developers to enhance their models. The discussion also touches on the current trends in AI, consumer adoption, and the potential for AI to revolutionize shopping experiences.

Key Points From This Episode:

MCP stands for Model Context Protocol, released by Anthropic.
MCP allows AI applications to communicate with web services more efficiently.
The protocol is open-source, enabling broader integration across platforms.
MCP simplifies the development process for AI applications.
It serves as a bridge between AI models and various online tools.
MCP is gaining traction as a public utility for AI development.
The future of agentic AI relies on protocols like MCP for functionality.
Consumer adoption of AI tools is influenced by ease of integration.
Shopping experiences could be transformed by AI and MCP integration.
The conversation highlights the evolving landscape of AI technology.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

Breaking The $100 Genome Barrier: How Ultima Genomics Is Revolutionizing DNA Sequencing With Gilad Almogy Apr 03, 2025

Show notes

DNA sequencing is on the cusp of a major transformation, and Gilad Almogy, CEO of Ultima Genomics, is leading the charge. In this episode of FYI, ARK’s Chief Futurist, Brett Winton, and Multiomics analyst Nemo Despot explore how Ultima is making whole-genome sequencing radically cheaper—driving costs down from $1,000 to just $80 per genome, with ambitions for even further reductions. Gilad shares how his background in semiconductors shaped Ultima’s innovative approach, which relies on cost-efficient silicon wafers and high-throughput sequencing. The conversation also dives into the massive potential applications for low-cost sequencing, from cancer diagnostics and population genomics to AI-driven drug discovery.

Key Points From This Episode:

How Ultima Genomics’ unique approach is slashing sequencing costs
The growing role of AI in understanding biology
Why sequencing demand is highly elastic—cheaper data unlocks new applications
The future of personalized medicine and real-time cancer detection
How population-scale genomics will transform healthcare

Robinhood's Transformation: A New Era In Fintech | The Brainstorm EP 83 Apr 02, 2025

Show notes

In this episode, Sam and Nick discuss Robinhood's recent announcements, including its transformation into a full-service digital wallet, the introduction of AI features, and the launch of robo-advisory services. They explore the competitive landscape with Block and other fintech companies, emphasizing the importance of understanding market dynamics and user engagement. The conversation highlights Robinhood's innovative approach to financial services and its potential impact on the industry.

Key Points From This Episode:

Robinhood is evolving into a full-service digital wallet.
In our view, the $5 subscription model offers significant value in finance.
AI integration should enhance user experience and accessibility.
Robo-advisory services are a new offering for Robinhood.
Understanding market dynamics is crucial for fintech success.
Robinhood's competitive advantage lies in its brokerage foundation.
The generational wealth transfer presents a massive opportunity.
Block and Robinhood target different market segments.
User engagement metrics are vital for assessing growth.
Innovation in fintech is rapidly changing the landscape.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

NVIDIA, AI, And China | The Brainstorm EP 82 Mar 27, 2025

Show notes

Is NVIDIA poised to shake up the AI industry? Sam Korus and Nicholas Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss the key takeaways from NVIDIA's GTC conference, focusing on the shift from AI training to inference, NVIDIA's innovations in hardware and software, the growing interest in humanoid robots, and the impact of China's AI advancements on chip demand. They explore the competitive landscape, including AMD's position and the implications for companies like Waymo and Microsoft.

Key Points From This Episode:

The next generation of NVIDIA chips will significantly increase compute power.
AMD has had an advantage in memory per chip, but NVIDIA's software is superior.
NVIDIA is focusing on humanoid robots and autonomous vehicles.
The release of a large dataset for training humanoid robots is a significant step.
Waymo's use of NVIDIA chips confirms their market position.
China's advancements in AI are increasing demand for chips.
Generative AI is gaining traction in China, leading to more chip demand.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

Revolutionizing Cancer Treatment: Umoja’s Vision For In Vivo Therapies Mar 20, 2025

Show notes

In this episode of For Your Innovation, the ARK team is joined by Umoja’s CEO, Dr. Andy Scharenberg, and CFO, Britton Russell, to discuss their journey, vision, and the innovative science reshaping cancer treatment. Dr. Scharenberg explains how Umoja’s in vivo gene delivery platform, VivoVec, represents a third-generation leap in CAR T-cell therapies—offering the potential to make cutting-edge treatments more scalable, accessible, and cost-effective. Britton Russell provides insights into how this paradigm shift is aligned with Umoja’s mission to democratize transformative medicine, enabling broader global access. Together, they explore topics ranging from the shortcomings of traditional CAR T-cell therapies, the challenges of current allogeneic solutions, and how Umoja’s platform overcomes these barriers. They also discuss the implications of in vivo therapies for oncology, autoimmune diseases, and even longevity, while touching on the role of better healthcare models and incentive structures to move the industry from "sick care" to true healthcare innovation.

Key Points From This Episode:

The limitations of existing CAR T-cell therapies and how Umoja addresses them.
How in vivo platforms reduce costs and streamline treatment timelines.
The broader applications of Umoja’s technology beyond oncology, including autoimmunity and longevity.
Why better alignment of healthcare incentives is critical for advancing patient outcomes.

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