Cathie Wood’s 2026 Playbook: BTC Leads Crypto Portfolio, Trimming TSLA To ‘Rebalance’

ARK Invest CEO Cathie Wood said ARK is undergoing a portfolio rebalancing beyond the “Mag 7” in order to align with the next wave of innovation.

What Happened: In an exclusive interview with Sampru TV on Sunday, Wood ranked Bitcoin (CRYPTO: BTC) as her top crypto allocation, calling it a global monetary system, a technology, and an entirely new asset class.

She placed Ethereum (CRYPTO: ETH) second, citing its role as the institutional platform for smart contracts, followed by Solana (CRYPTO: SOL) as the leading consumer-focused Layer-1 blockchain.

ARK’s crypto-linked equity exposure mirrors this view. Coinbase (NASDAQ:

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