ARK's Bitcoin Price Forecasting Methodology | The Brainstorm EP 86
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: @publicinvestX: https://twitter.com/public
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19:12
From Meme Coins To Mainstream: Nikil Viswanathan On Crypto’s Infrastructure Shift
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 evolution00:04:13 Smart contracts as a better alternative to traditional financial intermediaries00:10:25 Mapping value accrual in smart contract platforms: A $5T opportunity by 203000:13:00 How Alchemy abstracts blockchain complexity and improves developer UX00:18:30 Why blockchain is still in its “green screen” era—and what comes next00:21:53 Meme coins, signal or noise? Nikil’s take on speculation vs. infrastructure00:25:03 Crowdfunding, stablecoins, and digital ownership: The real-world use cases00:29:36 Partnering with Worldcoin: Proof of personhood and bot-resistant networks00:36:44 The institutional wave: What’s changed in the last 30 days00:41:05 SAB 121 repeal, ETFs, and the regulatory unlock for banks00:45:53 The six-step playbook for banks entering crypto—from custody to stablecoins00:50:56 Will every bank launch a stablecoin and chain? A look at the fragmentation ahead00:52:04 Tokenized real-world assets and the future of user-owned financial infrastructure00:58:10 Why AI agents need crypto rails—and what that unlocks01:00:33 Smart underwriting, programmable capital, and peer-to-peer risk transformation
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1:11:41
Bitcoin Treasury Strategies For Public And Private Companies
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 InvestLorenzo Valente: Director of Research, Digital Assets, ARK InvestMatt Cole: CEO, Strive Asset ManagementWill Reeves: CEO, FoldMatt Odell: Managing Parter, Ten31Rod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode: 00:02:41 The role of bitcoin in corporate treasury strategies00:06:04 Institutional perspectives on bitcoin as a hedge00:10:48 Are there different strategic considerations for public vs. private companies?00:13:13 Market dynamics and bitcoin premiums00:22:15 The future of bitcoin treasuries in business00:30:00 The long-term outlook for bitcoin in corporate strategy00:40:01 Business strategies in the age of bitcoin00:45:03 The hurdle rate: bitcoin as a benchmark for investment00:48:59 Custody and accumulation strategies for bitcoin00:56:10 The future of bitcoin adoption and education Links Mentioned in this Episode: Learn more about Bitcoin Park: bitcoinpark.com
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1:12:41
Revolutionizing E-commerce: Amazon's 'Buy For Me' | The Brainstorm EP 85
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.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: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: @publicinvestX: https://twitter.com/public
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17:30
How Lila Is Redefining Scientific Discovery With Geoffrey von Maltzahn
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 FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. Hosted by ARK Invest, ARK and guests provide a unique perspective on how to best understand disruptive innovation.
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