ARKK owned top firms and Bitcoin since 2016, but disciplined rebalancing proves key in outperforming, per Eric Balchunas analysis amid BTC price prediction trends.

T Rowe Price advances active crypto ETF with 3rd amendment, ticker $TOKN at 75bps fee, eyeing imminent launch as top manager enters crypto space.

According to @EricBalchunas, active managers are entering 2026 significantly underweight technology versus SPX, a stance he says was a big reason they underperformed last year, source: @EricBalchunas. He highlights sector-weight comparisons versus SPX compiled by David Cohne showing broad tech underexposure among active funds, source: @EricBalchunas. For crypto-focused traders, this equity positioning is a cross-asset signal to monitor alongside BTC and ETH price action as context for risk appetite, source: @EricBalchunas.