The Action
ARK sold about $4.4M of crypto-linked equities into weakness: Bitmine (~$2M), Block (~$1.1M), Robinhood (~$1.1M), Bullish (~$247K). Same week: bought about $43.5M of Coinbase and Circle.
ARK daily trade disclosures, Jul 29, 2026The Gap
Twenty-six days between "the bottom is in" and selling four crypto names into declining prices.
The Read
The headline writes itself, and the headline would be wrong. Selling crypto stocks three weeks after calling the bitcoin bottom looks like a tell, until you see the other column of the same week's disclosures: ten times as much money flowing INTO Coinbase and Circle.
That is not a conviction reversal; it is intra-crypto rotation, swapping the speculative edge of the basket for the core. The words and the money agree on the thesis and disagree on the vehicles. This is exactly the receipt that earns the right to say "tell" later: the trade that looks damning and isn't.
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For now
Closed: Was Jul 3, 2026 the bottom? Bitcoin had to stay above that day's close for the call to hold. It did not.
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Prices are daily closes, shown as fact. Nothing here is advice or a recommendation to buy or sell anything.
