ARK Invest founder and CEO Cathie Wood said in a recent interview that she is observing and carefully guiding clients into this ecosystem.

While Bitcoin (BTC) remains the core asset of its portfolio, altcoins such as Ethereum (ETH) and Solana have become an important part of its investment strategy. ARK previously had a high allocation to Solana, but as Ethereum outperformed Solana, ARK adjusted its strategy and increased its investment in Ethereum.

Wood revealed that ARK Invest will launch bimonthly reports focused on analyzing on-chain data for altcoins like Bitcoin, Ethereum, and Solana to help investors understand the signaling characteristics of these assets. She noted that the transparency and verifiability of blockchain technology give it a unique position among crypto assets, a transparency that traditional stock and bond markets lack. As altcoins develop, their appeal to institutional investors continues to grow.