Enduring value guardianARK 2025 Annual Report Five Major Areas Related Funds
ARK Invest released its annual research report "BIG IDEAS 2025" on February 4, 2025, delving into the impact of five major innovation platforms—artificial intelligence (AI), robotics, energy storage, public blockchain, and multi-omics sequencing—on the global economy.
1. Five Major Innovation Platforms Accelerate Economic Growth
ARK Invest believes that the five major innovation platforms—AI, robotics, energy storage, public blockchain, and multi-omics sequencing—are accelerating economic growth. Among them, neural networks serve as a key catalyst, unlocking the value of other disruptive technologies, leading to increased productivity and accelerated economic growth.
2. AI Agents Redefine Consumer Interaction and Enterprise Workflows
AI agents understand user intent through natural language, plan using reasoning and appropriate context, take action with tools to achieve intent, and continuously improve through iteration and learning. By 2030, AI-mediated ad revenue is expected to account for over 54% of the digital ad market, AI-mediated shopping could approach 25% of global addressable online sales, and digital wallets, empowered by AI, will continue to expand their share in e-commerce, projected to account for 72% of all e-commerce transactions by 2030.
3. Bitcoin and Stablecoins Build a More Mature Global Monetary System
Bitcoin hit a record high in 2024, with spot Bitcoin ETFs attracting massive inflows, surpassing gold ETFs to become the most successful ETF launch in history. After the fourth halving, Bitcoin's inflation rate dropped to 0.9%, lower than gold's long-term supply growth rate, while its annual volatility also reached historic lows, with risk-adjusted returns still outperforming most major asset classes. Stablecoins, the fastest-growing segment in digital assets, saw $15.6 trillion in transaction value in 2024, exceeding Visa and Mastercard. Stablecoin use cases are also expanding beyond payments, playing significant roles in cross-border transactions, value storage, and even serving as a means for some countries to reduce "dollar dependency."
4. New Applications Emerge in the Blockchain Space
As the digital asset space evolves, smart contracts are driving innovation across more sectors. Under the development of decentralized finance (DeFi), decentralized exchanges (DEXs) are challenging existing centralized exchanges (CEXs) for spot and derivatives trading, while prediction markets emerged as a breakthrough consumer application in 2024. Solana and Base have performed well in developer adoption and market share.
5. Robotaxis Reshape Mobility and Supply Chains
Electric vehicles continue to gain market share, while robotaxis are poised to revolutionize personal mobility, with costs potentially as low as $0.25 per mile at scale. Chinese and U.S. players are competing in the robotaxi space, with Waymo and Baidu holding significant positions. By 2030, the robotaxi market could reach $10 trillion, with Tesla potentially capturing 50% share, offering costs 30-40% lower per mile than Waymo. Autonomous logistics will also profoundly impact supply chains, with autonomous vehicles and drones significantly reducing costs and creating a more cost-effective last-mile delivery ecosystem.
6. Energy Powers the AI Revolution
The report highlights the importance of energy production for economic growth, noting that China's new power generation capacity in 2023 exceeded the projected electricity demand of AI data centers by 2030. It also points to the impact of nuclear energy regulation on electricity prices. ARK's research shows that, except during WWII, U.S. electricity prices declined continuously from the late 19th century until 1974. The U.S. Energy Reorganization Act of 1974 halted the downward trend in nuclear plant construction costs. ARK's research suggests that as companies seek clean, reliable power to support AI initiatives and achieve net-zero carbon goals, nuclear energy is gaining attention. With clear regulatory support, nuclear fission could provide a cost-competitive, timely solution to global growing electricity demand.
Overall, ARK Invest's 2025 annual report emphasizes the profound impact of the convergence of the five major innovation platforms on the global economy, particularly in AI and blockchain applications and development. These technological advancements and convergence are expected to drive economic growth, reshape industries, and create new opportunities for investors.
Below are fund products related to the five major innovation platforms:
1. Artificial Intelligence (AI)
ARK Next Generation Internet ETF (ARKW)$ARK Next Gen Internet ETF(ARKW.US): Invests in next-gen internet technologies, including AI and machine learning-related companies.
2. Robotics
ARK Autonomous Technology & Robotics ETF (ARKQ)$ARK Autonomous Tech & Robotics ETF(ARKQ.US): Focuses on investments in automation technology and robotics.
3. Energy Storage
ARK Innovation ETF (ARKK)$Ark Innovation ETF(ARKK.US): While primarily targeting innovative technologies, it also includes energy storage-related companies.
4. Public Blockchain
ARK Fintech Innovation ETF (ARKF)$ARK Fintech Innovation ETF(ARKF.US): Invests in fintech companies, including public blockchain technology.
5. Multi-Omics Sequencing
ARK Genomic Revolution ETF (ARKG)$Ark Genomic Revolution ETF(ARKG.US): Focuses on companies in the genomics revolution, including multi-omics sequencing technologies.
Note: The portfolios of the above funds may adjust with market changes. Please review the latest fund materials and reports before investing.
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