--- title: "ARK Invest's Cathie Wood Buys Crypto & Chinese Stocks, Forecasts Huge 2026 Rebound" description: "Cathie Wood of ARK Invest is capitalizing on a perceived \"generational\" buying opportunity in crypto, investing nearly $50 million in crypto-exposed equities like Coinbase and Robinhood, despite a sec" type: "news" locale: "en" url: "https://longbridge.com/en/news/271118848.md" published_at: "2025-12-30T14:45:56.000Z" --- # ARK Invest's Cathie Wood Buys Crypto & Chinese Stocks, Forecasts Huge 2026 Rebound > Cathie Wood of ARK Invest is capitalizing on a perceived "generational" buying opportunity in crypto, investing nearly $50 million in crypto-exposed equities like Coinbase and Robinhood, despite a sector-wide decline. Additionally, she is re-entering the Chinese market, investing $16.3 million in Alibaba and increasing her stake in Baidu. However, with the market facing potential volatility and risks, Wood's concentrated investment strategy raises concerns about significant downturns, as seen in previous years. While Bitcoin tumbled from its $126,000 peak to below $88,000 in late 2025, Cathie Wood saw a "generational" buying opportunity. In a single day this December, ARK funds deployed nearly $50 million into crypto-exposed equities. Wood is betting that 2026 will see a massive rebound, loading up on Coinbase (COIN) and Robinhood (HOOD) despite a 13% sector-wide slide in December. This aggressive "bottom-fishing" strategy showcases her conviction that digital assets will be the premier risk-on asset of the next year. ### Claim 70% Off TipRanks This Holiday Season - Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions - Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential ## **ARK Re-Enters China with Alibaba and Baidu Buys** In a stunning reversal of her 2021 exit from Chinese tech, Wood is "doubling down" on China's megacap titans. ARK recently scooped up $16.3 million in Alibaba (BABA) ADRs, marking her first investment in the e-commerce giant in four years. She has also increased holdings in Baidu (BIDU) to approximately $47 million, betting on its AI chip breakthroughs, and added a $100,000+ share position in WeRide (WRD) to capture the autonomous driving boom heading into 2026. ## **ARK Funds Confront the 2026 Bubble Risk** Despite outperforming the market for three straight years, a "word of warning" remains for investors. Wood's investment style means that when the market turns, the downside can be brutal, exemplified by ARKK's 67% tumble in 2022. As 2026 approaches, ARK's top holdings, including Tesla (TSLA), Roku (ROKU), and AMD (AMD), are under pressure from AI bubble fears and crypto volatility. Wood's recent trimming of Tesla stock appears to be simple portfolio management rather than a lack of faith, but the concentrated nature of her funds means the stakes for her 2026 "agentic" and crypto bets couldn't be higher. Investors can compare the stocks mentioned in this article on the TipRanks Stocks Comparison Tool. Click on the image below to find out more. ### Related Stocks - [COIN.US - Coinbase](https://longbridge.com/en/quote/COIN.US.md) - [CONL.US - GraniteShares 2x Long COIN Daily ETF](https://longbridge.com/en/quote/CONL.US.md) - [07311.HK - XI2CSOPCOIN](https://longbridge.com/en/quote/07311.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Coinbase Global Unusual Options Activity For February 26 | Coinbase Global (NASDAQ:COIN) is experiencing unusual options activity, with deep-pocketed investors showing a bearish s | [Link](https://longbridge.com/en/news/277085954.md) | | 05:26 ETKuCoin EU Expands Local Compliance and Governance Team in Austria | KuCoin EU Exchange GmbH has expanded its local compliance and governance team in Austria to enhance its commitment to re | [Link](https://longbridge.com/en/news/276432560.md) | | Why the CEO of popular trading platform eToro says he's not sweating crypto winter, AI disruption, or interest rates in 2026 | Why the CEO of popular trading platform eToro says he's not sweating crypto winter, AI disruption, or interest rates in | [Link](https://longbridge.com/en/news/276460749.md) | | Options Corner: DoorDash Just Received A Surprising Boost From Ark Invest's Cathie Wood | DoorDash Inc (NASDAQ:DASH) has struggled recently, losing 27% of its value this year and 33% over the past six months. D | [Link](https://longbridge.com/en/news/276791861.md) | | Rogue AI Just Yeeted $250,000 Into the Void | An AI agent named Lobstar Wilde accidentally transferred $250,000 worth of tokens while attempting to send a $500 tip. C | [Link](https://longbridge.com/en/news/276672520.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.