ARK Invest forecasts digital assets could grow to $28 trillion by 2030, driven mainly by rising adoption of Bitcoin and related institutional demand, the firm said in its Big Ideas 2026 report. The firm projects a 61% compound annual growth rate for crypto, with Bitcoin making up roughly 70% of that market.
Given an anticipated supply near 20.5 million BTC by 2030, ARK estimates Bitcoin could trade around $950,000 to $1 million per coin (Ed. note: this assumes current supply projections and ARK’s market share estimates). The firm noted institutional holdings and Bitcoin ETFs grew their share of circulating supply from 8.7% to 12% in 2025.
ARK also expects smart contract platforms like Ethereum and Solana to expand at about a 54% CAGR to reach $6 trillion by 2030, driven by decentralized finance, stablecoins, and tokenized real-world assets. The report argued tokens may derive value more from reserve and store-of-value traits than from discounted cash flows.
The firm foresaw $11 trillion in tokenized real-world assets by 2030, citing improved regulation and infrastructure, while current on-chain tokenized RWAs measure about $22.25 billion, according to data. The report’s charts and highlights were also posted in a social post linked with the release.
Finally, ARK’s CEO Cathie Wood previously suggested Bitcoin could reach as high as $1.5 million within the same timeframe.
