Ark and Sentora outline DeFi investment thesis

• ARK Invest and Sentora, backed by Andreessen Horowitz (a16z), have outlined a new investment thesis for decentralised finance.
• The report argues blockchain infrastructure is becoming a core part of global financial markets.
• The firms expect tokenisation and institutional adoption to drive the next phase of DeFi growth.

ARK Invest and Sentora, which is backed by Andreessen Horowitz (a16z), have published a new investment thesis arguing that decentralised finance (DeFi) is entering a new phase of institutional adoption.

The report said tokenisation, blockchain infrastructure and regulated financial products are helping bridge traditional finance with decentralised markets.

The firms said improvements in regulation, scalability and institutional participation are strengthening the long-term outlook for DeFi.

The report highlighted tokenised real-world assets, stablecoins and blockchain-based financial services as key areas expected to support future industry growth.

ARK Invest and Sentora said traditional financial institutions are increasingly exploring blockchain technology to improve settlement, efficiency and market access.

The firms argued that continued infrastructure development could expand the role of decentralised networks within mainstream financial services.

The latest report reflects growing confidence among investment firms that blockchain-based financial infrastructure will play a larger role alongside traditional markets.