方舟投资周一抛售超6500万美元加密资产股份,恰逢参议院关键立法投票前夕
Cathie Wood(凯茜·伍德)旗下的方舟投资(Ark Invest)于周一抛售了价值超过6500万美元的加密货币相关股票。此次减持涉及Coinbase、Circle及其他三只标的,时间点选在参议院就今年加密行业最大规模立法推动进行投票的前数小时。
ARKB单一基金减持额逾4000万美元
方舟投资以约700万美元的价格出售了36,628股Coinbase(COIN)股票。当时该股收盘上涨9.24%,报191.45美元。同时,通过两只基金,方舟投资以约1380万美元的价格出售了142,350股Circle(CRCL)股票,该股票当日上涨7.53%,报97.42美元。
尽管ARK 21Shares比特币ETF(ARKB)当日涨幅达2.22%,至26.19美元,方舟投资仍以其约4000万美元的价值出售了1,528,953股该ETF份额。此外,公司还以约396万美元的价格出售了153,881股Bitmine(BMNR)股票,以及以687,693美元的价格出售了18,280股Bullish(BLSH)股票。当日总交易股数约为188万股。
方舟投资所涉及的所有标的在当天均收涨,这属于典型的“逢高减持”操作。根据方舟投资的规则,每个持仓不得超过基金总资产的10%。例如,当股价大幅上涨导致某头寸超过这一上限时,系统会自动触发减仓机制,从而几乎自动完成调整。
As early as July, there were reports that Ark Investment had bought Circle stocks, which had lagging performance, and reduced its holdings of strong Robinhood stocks. Through its exchange-traded funds (ETFs), Ark Investment remains one of the largest institutional investors in crypto stocks. Due to its large positions in Coinbase and Circle, this cut appears to be a relatively small proportion of the overall position.
Market forecast probability drops, legislative outlook doubts
Crypto stocks rebounded as Congress reconvenes after its August recess and traders are hopeful that the Digital Asset Market Structure Clarity Act may pass the Senate this month. On Monday, Republican senators released a final draft of the bill, which includes changes to the ethics clause previously requested by Democrats and which Donald Trump has approved.
However, Polymarket data showed that the probability of the bill becoming law rose to 34.5% in early Monday morning, but had dropped to 16.5% by Tuesday afternoon. The bill is scheduled for a cloture vote at 2:15 p.m. EST on Tuesday. For the bill to move to the next step of the process, 60 votes are needed, which is higher than the number required for a simple majority.
民主党人并未接受共和党的版本。周一晚间,他们提出了自己的替代方案。双方争议的核心在于道德规则,即决定官员是否必须剥离加密资产或将其放入盲信托。自特朗普披露2025年与加密相关的收入超过14亿美元以来,民主党人一直呼吁制定更严格的规则,认为共和党版本的措辞存在漏洞。
辛西娅·卢米斯(Cynthia Lummis)参议员的发言人Katie Warbinton表示:“如果民主党人真心想达成协议,他们需要真正开始谈判,而不是反复提交相同的要求并称之为进步。”

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