The Big Numbers from Ark's Big Ideas Report

The Breakdown

Blockworks

Investing, Business

4.8 • 806 Ratings

🗓️ 30 January 2022

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s “Long Reads Sunday,” NLW pulls out some of the most interesting data from innovation investor ARK’s latest report. - Nexo is a powerful, all-in-one crypto platform where you can securely store your crypto. Invest, borrow, exchange and earn up to 17% APR on Bitcoin and 20+ other top coins. Insured for $375M. Audited in real-time by Armanino. Rated excellent on Trustpilot. Get started today at nexo.io. - Abra is proud to sponsor The Breakdown. Join 1M+ users and Conquer Crypto with Abra, a simple and secure app where you can trade 110+ cryptocurrencies, get 0% interest loans using crypto as collateral, and earn interest with up to 14% APY on stablecoins and 8.15% APY on Bitcoin. Visit Abra.com to get started. - FTX US is the safe, regulated way to buy Bitcoin, ETH, SOL and other digital assets. Trade crypto with up to 85% lower fees than top competitors and trade ETH and SOL NFTs with no gas fees and subsidized gas on withdrawals. Sign up at FTX.US today. - CRIBE to the Podcast Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW “The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell, research by Scott Hill and additional production support by Eleanor Pahl. Adam B. Levine is our executive producer and our theme music is “Countdown” by Neon Beach. The music you heard today behind our sponsor is “Time” by OBOY. Image credit: MR.Cole_Photographer/Moment/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.

Transcript

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0:00.0	Welcome back to The Breakdown with me, NLW.
0:09.2	It's a daily podcast on macro, Bitcoin, and the big picture power shifts remaking our world.
0:14.9	The breakdown is sponsored by nexo.io, Abra, and FTX, and produced and distributed by CoinDesk.
0:22.6	What's going on, guys? It is Sunday, January 30th, and that means it's time for Long
0:28.5	Reads Sunday. And today we're doing something a little bit different. Instead of reading an
0:33.9	op-ed or even a couple of Twitter threads, I'm going to go through the latest report
0:39.2	from Arc Invest. This is their annual Big Ideas report, and so what we're going to do today is the
0:45.0	big numbers from the Big Ideas Report. Before we get into that, though, if you are enjoying the
0:49.9	breakdown, please go subscribe to it, give it five stars, leave a review, or join the Discord.
0:56.2	The Breakers Discord is where I discuss everything going on with the show or in markets or what's
1:01.1	new in news and have a ton of awesome people to have that conversation with.
1:05.7	You can find a link in the show notes or you can go to bit.ly slash breakdown pod.
1:11.4	Finally, a quick disclosure. In addition to them being a sponsor, I also work with FtX.
1:17.2	Now, Ark's Big Ideas Report. As you guys probably know, I've had Kathy Wood from Ark on the show
1:23.5	a couple times. I've called her the world's best innovation investor. Kathy was one of, if not the
1:28.7	earliest, died in the wool wall streeter who came to Bitcoin. She has been a long-term Tesla
1:34.0	Bull, and she's the type of person that has conviction even when the markets think that she's
1:39.0	wrong. What's more, she's investing on a long horizon timeline. So although the rise in inflation and the
1:46.4	corresponding shift in the Fed's tone has hurt ARC's performance, she is not changing her tune on the
1:52.4	long term for innovation. So what I'm going to do is go through and grab some of the key highlights
1:57.8	from this report, especially around blockchain, crypto, Bitcoin,
2:01.1	et cetera. Now, I've heard from a bunch of you that you don't always love having a ton of stats
	...

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