According to Eric Balchunas on Twitter, recent discussions question the sustainability of ARK ETF's reported 82% annual returns over the past decade, with investors raising concerns about future performance and diversification into major U.S. tech companies like Apple. This skepticism about continued high returns and concentration risk could prompt both institutional and retail traders to reassess allocations, potentially shifting capital towards alternative growth sectors such as cryptocurrency and blockchain equities, as investors seek diversified exposure beyond popular innovation ETFs (source: Eric Balchunas Twitter, May 12, 2025).