Cathie Wood’s ARK Invest recently unveiled an ambitious forecast for the cryptocurrency market, estimating it could balloon to an astounding $28 trillion by 2030, as outlined in their 2026 Big Ideas report released on Wednesday. The firm predicts an impressive compound annual growth rate (CAGR) of 61%, positioning Bitcoin (BTC) at the forefront, with a valuation that could potentially range between $950,000 and $1 million per coin.
The report suggests that Bitcoin will represent a significant portion—approximately 70%—of the total market value. This projection is based on the premise that around 20.5 million Bitcoins will be mined by the end of the decade, a significant increase from today’s trading price of approximately $90,000.
ARK Invest also highlights the maturity of Bitcoin as a primary asset class for institutional investors. The firm noted that exchange-traded funds (ETFs) and corporate holders have increased their stake in Bitcoin, which now constitutes about 12% of its total supply, a notable growth from 8.7% in 2025. While Wood previously estimated Bitcoin could potentially reach $1.5 million within the same timeframe, this latest report reflects a more tempered outlook.
Expanding Horizons for Smart Contracts
In tandem with Bitcoin’s anticipated growth, ARK predicts that smart contract platforms, including Ethereum (ETH) and Solana (SOL), could amass a valuation of $6 trillion by 2030, growing at a CAGR of 54%. Currently, these platforms generate roughly $192 billion annually, with an average revenue take rate of approximately 0.75%.
The increasing adoption of decentralized finance (DeFi) and stablecoins is expected to fuel this growth, driving traffic and utilization on leading blockchain networks. While cryptocurrencies underpinning these platforms are poised for extensive value appreciation, ARK indicates their increased significance will stem more from their store of value properties than from direct cash flow revenue.
Tokenized Assets Set for Explosive Growth
Moreover, ARK Invest anticipates the tokenized asset market—a burgeoning segment currently valued between $19 billion and $22 billion—will surge to $11 trillion by 2030. This ambitious growth projection necessitates an extraordinary CAGR of 245.8%, primarily driven by clearer regulatory frameworks and the establishment of robust institutional infrastructures.
Sovereign debt, especially U.S. Treasurys, holds the majority stake in tokenized assets today, but as the landscape evolves, ARK predicts that bank deposits and global public equities will carve out larger shares of this market by 2030. Notably, the New York Stock Exchange has taken steps toward launching a blockchain-based platform for around-the-clock trading of tokenized stocks and ETFs, while State Street has introduced a digital asset platform aimed at supporting ETFs and tokenized deposits.
At a projected $11 trillion, tokenized assets will still represent a modest 1.38% of the global financial marketplace by 2030. Other financial institutions support similar growth estimates: TD Cowen envisions on-chain assets reaching up to $100 trillion by the turn of the decade, and Boston Consulting Group projects nearly $19 trillion in tokenized assets by 2033.
As we approach 2030, the anticipated proliferation of cryptocurrency and tokenized assets signals a new era of financial innovation, underscoring the ongoing evolution within the digital asset space.
