Overview

• In a weekend podcast interview, Wood called Bitcoin the “pure cryptocurrency” and predicted it will remain the largest by a wide margin.
• She argued Bitcoin is the only Layer‑1 blockchain that has never been hacked, supporting its role as a global monetary network.
• ARK has added indirect exposure to Ethereum by buying BitMine shares, which Wood described as a selective move rather than a pivot.
• Wood said Ethereum remains central to DeFi but cautioned that Layer‑2 competition and fee capture could limit its path to a global monetary base.
• She characterized her difference with analyst Tom Lee over Ethereum’s prospects as a friendly disagreement, while noting ARK’s sizable Bitcoin position via its ARK 21Shares ETF.