FYI - For Your Innovation

In this episode of FYI - For Your Innovation, ARK’s Chief Futurist, Brett Winton, and Research Analyst Nemo Marjanovic, sit down with Dr. Jin Hyung Lee, a leading neuroscience researcher at Stanford University. Dr. Lee and her team are pioneering breakthroughs in understanding brain function—an essential step toward diagnosing and treating neurological disorders. The conversation explores the complexities of the brain, the challenges in defining and diagnosing neurological diseases, and why current diagnostic tools are still crude. Dr. Lee discusses how her research combines optogenetics, fMRI, and AI to create functional maps of the brain, leading to potential breakthroughs in treating conditions like epilepsy and Alzheimer’s. The trio also examines the broader implications of AI-powered diagnostics, how machine learning is revolutionizing precision medicine, and why we may be on the verge of a neuroscience revolution. KEY POINTS FROM THIS EPISODE: * Why defining brain function is crucial for diagnosing and treating disorders * The role of optogenetics and fMRI in understanding the brain * How AI and data-driven diagnostics are advancing neuroscience * The intersection of molecular and imaging diagnostics in healthcare * The shift toward personalized and predictive medicine

In this episode, Sam Korus and Nicholas Grous discuss the recent ruling in the Apple vs. Epic Games lawsuit, which has significant implications for Apple's App Store policies and revenue model. They explore the potential impact on developers and the broader ecosystem, as well as Apple's challenges in the tech landscape, including AI and hardware issues. The conversation also touches on the rise of no-code solutions and how they can disrupt traditional software development. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: * Apple is facing challenges to its App Store dominance. * The Epic Games ruling allows developers to link to external payment options. * This ruling could lead to a significant revenue shift for Apple. * Developers are cautiously optimistic about the ruling's implications. * Apple's internal ad network may help offset potential revenue losses. * The tech landscape is evolving rapidly, especially in AI. * No-code solutions are becoming increasingly accessible and disruptive. * Companies may be overpaying for SaaS (Software as a Service) tools that can be built in-house. * Interns can add value by creating in-house tools to save costs. * The importance of hands-on experience with new technologies. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

In this episode, Sam Korus, Nick Grous, and David Puell delve into the methodology behind Bitcoin's price forecast for 2030. They explore the total addressable markets for Bitcoin, focusing on its use cases as “digital gold” and institutional investment. The conversation also touches on the evolving narrative of Bitcoin, particularly in light of recent ETF launches, and the implications for corporate treasuries. Additionally, they discuss the concept of 'liveliness' in Bitcoin's supply and how it affects price forecasts, concluding with insights on the dynamics of active versus dormant Bitcoin supply. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: * Key use cases for Bitcoin include “digital gold” and institutional investment. * Institutional investment is based on the global market portfolio, excluding gold. * Bitcoin's performance relative to gold ETFs shows its growing acceptance. * Corporate treasuries are increasingly considering Bitcoin as an asset. * The narrative around Bitcoin has shifted towards it being a store of value. * Liveliness is a metric that adjusts Bitcoin's supply for price forecasting. * 60% of Bitcoin supply is considered active or kinetic. * Market dynamics can influence the liveliness of Bitcoin supply. * A significant event could alter the current equilibrium of Bitcoin's active supply. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

Nikil Viswanathan, co-founder and CEO of Alchemy, joins Brett Winton and Lorenzo Valente to explore the evolving crypto infrastructure landscape. Alchemy, often described as the “AWS for blockchain,” is powering some of the most widely used applications in Web3. Nikil explains why we’re still in the early innings of blockchain development and draws parallels to the early internet. The conversation also covers the rapid shift in institutional sentiment toward crypto, the potential of tokenized financial assets, and why AI agents will rely on blockchain rails to transact. Nikil shares insights from working with global banks, trends in stablecoins, and why the next phase of growth could be driven by developer and user experience innovation. KEY POINTS FROM THIS EPISODE: * 00:01:36 Why Alchemy is the AWS for blockchain—and what that means for crypto’s evolution * 00:04:13 Smart contracts as a better alternative to traditional financial intermediaries * 00:10:25 Mapping value accrual in smart contract platforms: A $5T opportunity by 2030 * 00:13:00 How Alchemy abstracts blockchain complexity and improves developer UX * 00:18:30 Why blockchain is still in its “green screen” era—and what comes next * 00:21:53 Meme coins, signal or noise? Nikil’s take on speculation vs. infrastructure * 00:25:03 Crowdfunding, stablecoins, and digital ownership: The real-world use cases * 00:29:36 Partnering with Worldcoin: Proof of personhood and bot-resistant networks * 00:36:44 The institutional wave: What’s changed in the last 30 days * 00:41:05 SAB 121 repeal, ETFs, and the regulatory unlock for banks * 00:45:53 The six-step playbook for banks entering crypto—from custody to stablecoins * 00:50:56 Will every bank launch a stablecoin and chain? A look at the fragmentation ahead * 00:52:04 Tokenized real-world assets and the future of user-owned financial infrastructure * 00:58:10 Why AI agents need crypto rails—and what that unlocks * 01:00:33 Smart underwriting, programmable capital, and peer-to-peer risk transformation

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to host a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your Innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints. Guests on this month’s Bitcoin Brainstorm include: Cathie Wood [https://protect-us.mimecast.com/s/h-oYCYEnxKinWx7txUpSB]: Founder, CEO and CIO, ARK Invest Lorenzo Valente [https://twitter.com/lorenzoark?s=21&t=A115-EE7Wf7hBFLbICJxrg]: Director of Research, Digital Assets, ARK Invest Matt Cole [https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2FColeMacro&data=05%7C02%7Cbboxer%40ark-invest.com%7C9db05db17b7a4eaa03d208dd7c80364f%7Cc4b9dabed84741e2a23a875983a2c171%7C0%7C0%7C638803612300762148%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=nRaIHATDbiZ1UtdoUeKQiFqPc44SRkZHEsHOijwenpI%3D&reserved=0]: CEO, Strive Asset Management Will Reeves [https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fx.com%2Fwlrvs&data=05%7C02%7Cbboxer%40ark-invest.com%7C9db05db17b7a4eaa03d208dd7c80364f%7Cc4b9dabed84741e2a23a875983a2c171%7C0%7C0%7C638803612300775418%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=WnAUJeChLQZETG6KzEQYwQsvSfgzISXFG3adgkJp1RQ%3D&reserved=0]: CEO, Fold Matt Odell [https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fprimal.net%2Fodell&data=05%7C02%7Cbboxer%40ark-invest.com%7C9db05db17b7a4eaa03d208dd7c80364f%7Cc4b9dabed84741e2a23a875983a2c171%7C0%7C0%7C638803612300788655%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Jwm%2B62mXcC4H6g21yuaSyP8jBclR4IC%2BMis3ic8AQmk%3D&reserved=0]: Managing Parter, Ten31 Rod Roudi [https://protect-us.mimecast.com/s/3jVyCZ6oyLckqN6hQYWP3]: Co-Founder, Bitcoin Park KEY POINTS FROM THIS EPISODE:   * 00:02:41 The role of bitcoin in corporate treasury strategies * 00:06:04 Institutional perspectives on bitcoin as a hedge * 00:10:48 Are there different strategic considerations for public vs. private companies? * 00:13:13 Market dynamics and bitcoin premiums * 00:22:15 The future of bitcoin treasuries in business * 00:30:00 The long-term outlook for bitcoin in corporate strategy * 00:40:01 Business strategies in the age of bitcoin * 00:45:03 The hurdle rate: bitcoin as a benchmark for investment * 00:48:59 Custody and accumulation strategies for bitcoin * 00:56:10 The future of bitcoin adoption and education   LINKS MENTIONED IN THIS EPISODE:   * Learn more about Bitcoin Park: bitcoinpark.com [https://publish.blubrry.com/s-1044667/episodes/e-133519532/edit/bitcoinpark.com]