Overview

• In a Master Investor podcast interview, the ARK Invest CEO said Bitcoin will “own” crypto in the long run and called it the only Layer 1 with a clean security record.
• Wood emphasized Bitcoin’s 21 million cap and monetary design as key factors supporting its role as a global crypto monetary network.
• ARK keeps exposure to both Bitcoin and Ether, with Bitcoin remaining the strategic centerpiece of the firm’s crypto positioning.
• Wood disclosed a tactical move to gain Ethereum ecosystem exposure through BitMine rather than a direct ETH allocation.
• She warned that Ethereum faces congestion, scaling pressure and competition from Layer 2 networks, and described her divergence from Fundstrat’s Tom Lee as a friendly disagreement.