#美股2026展望 $TNSR $ZEC $ZEN

When the market is being bloodied, some people are frantically fleeing, while others are crazily buying.

Yesterday, the entire market was in despair. Catherine Wood, the head of ARK Invest, did something astonishing again - she invested $42 million in a single day, precisely targeting three plummeting assets. This move truly exemplifies the saying "be greedy when others are fearful."

Her investment list is quite interesting: she bought $17.7 million of Circle, just as the stablecoin giant had plummeted 9% that day; $16.9 million went into the trading platform Bullish, which had a decline of 3.6%; and $7.6 million was invested in the mining company BitMine, which was bleeding 10% at the time. On the surface, it looks like catching falling knives, but what’s the reality?

Circle's profit in the third quarter soared 202% year-on-year, while Bullish made a net profit of 18.5 million dollars during the same period. This performance is simply eye-popping in the current environment. Wood is clearly not betting on a short-term rebound; she is focused on the industry explosion three to five years from now—stablecoin infrastructure, centralized trading ecosystems, and computing power assets, which cover the core aspects of the crypto industry.

Do you remember her prediction that "Bitcoin will reach 1.5 million dollars by 2030"? Many people took it as a joke, but she has been voting with real money every time the market crashes. This time is no exception; the logic of the reverse layout remains strong: short-term fluctuations do not change long-term value, and the evolution of the technical cycle will only be delayed, not absent.

BitMine's financial report is about to be released. If the data is solid enough, this bottom-fishing operation will become a classic case. But to be honest, there are really not many in the market who can maintain such composure in panic and act precisely. Do you think she can prove herself again this time?