Cathie Wood’s Ark Invest has been studiously buying the dip with companies that touch crypto, gobbling up millions of dollars worth of Circle Internet Group (CRCL -3.32%), Coinbase Global (COIN -2.36%), and Robinhood Markets (HOOD -1.76%). As of Sept. 8, those three were weighted in Wood’s ARK Innovation ETF (ARKK -1.77%) at 6%, 4.6%, and 4.3%, respectively, of a $6.5 billion fund.

Because these three make up such a large share of her portfolio, investors should have them on their radar, even if they might not be the right kind of investment for them to buy right now.

Image source: The Motley Fool.

1. Circle is a bet on interest rates and stablecoins

Circle issues USDC, the second-largest stablecoin by market cap, with $74 billion in…