✍ Transaction tracking
ARK had only three transactions on Wednesday (June 29), the largest of which was the purchase of nearly 1.6 million synthetic biological concept shares Ginkgo Bioworks.
In addition, Sister Mu said in an interview with CNBC on Tuesday that NFT related digital property rights and DeFi (i.e. decentralized finance) "will become extremely important". She asserts that the long-term value of digital assets will come from its practicality, which may be a difficult information for many institutional players to digest.
(Data map)
NFT is still a new thing, but its collectors have generated a lot of money transactions. For example, according to the data of NonFungible, which tracks the historical sales data of NFT, since 2017, the sales of NFT collections have exceeded 6.2 billion dollars, while the sales of digital artworks have exceeded 1.9 billion dollars.
In addition, when talking about cryptocurrency, Sister Mu said: "Many people expect that the Terra Luna crash will trigger a systematic chain reaction, and we have indeed seen some such situations, but so far, Ethereum, the ecological stronghold of DeFi, has been well maintained."
The key points of the transaction on that day are as follows:
► Buy:
Invested about $4 million to buy about 1.575 million Ginkgo Bioworks shares, which fell by more than 4% yesterday 。 On June 16, it was reported that Jefferies maintained Ginkgo Bioworks' "buy" rating, with the latest target price of $4, 60% higher than the current price. Purchase of 7198 shares of payment company Block, which fell nearly 3% yesterday 。 On June 22, it was learned that if the market value of Jack Dorsey's Block continued to shrink, and the "buy before pay (BNPL)" provider Afterpay's integration speed in its system was slow, Block might eventually become the target of "a buyer with sufficient capital". A person familiar with the matter said: "At least, the company may have to fight against the kind of aggressive investor anger that Daniel Loeb, the founder of Third Point, a hedge fund, has hinted." Since April, the company's market value has halved, and its total market value is about 37 billion dollars. It is worth mentioning that Block spent about $29 billion on its acquisition of Afterpay in August 2021, compared with its market value of about $120 billion at that time. Shopify increased its holdings by about 12000 shares, which fell by nearly 6% yesterday. On June 29, Shopify, a Canadian e-commerce company, split its shares and changed from one share to 10 shares. After the split, its share price fell. Analysts believe that for Shopify, stock splits still have some effect, at least retail investors are more interested. D. Tom Forte of A. Davidson said in his report: "Although the fundamentals of stocks have not been changed, we believe that stock splits play a positive role in the short term, because some investors will think that companies with lower stock prices are cheaper than companies with higher stock prices." ► Sell:
nothing ARK Investment List of Last Day ： ARK Tracking | Amazing Quotes! Sister Wood: The stock of enterprises is soaring, and the United States is declining
Extra number
The "ARK Tracking" function in the APP has been launched (it needs to be updated to the version after 2.4.200), which contains clear and intuitive individual stock heat map, position list, historical position and trading point marks. Click here to jump to the "ARK Tracking" page
Example of thermodynamic diagram (Note: the thermodynamic diagram data is from ARK official website, and the above ARK transaction tracking data is from ARK official transaction email, and the data may be slightly biased)
