Cathie Wood’s Ark Invest Forecasts Nearly 9× Growth in Digital Assets to $28 Trillion by 2030
Cathie Wood’s Ark Invest is leaning into a giant end-of-decade name on crypto.
In its Big Ideas 2026 report revealed Wednesday, the agency says digital belongings might attain $28 trillion in market worth by 2030. That is up from about $3.13 trillion in the present day, a leap of roughly 9x.
The agency framed the estimate round two buckets, sensible contract networks and “pure-play digital currencies”, which it describes as shops of worth, mediums of change, and items of account on public blockchains.
Ark mentioned the market “might develop at an annual fee of ~61% to $28 trillion in 2030”.
Ark additionally expects Bitcoin to dominate the pie. “We imagine Bitcoin might account for 70% of the market,” it mentioned, with the remainder led by sensible contract networks reminiscent of Ethereum and Solana.
Image Source: Ark Invest/ Big Ideas 2026
Ark Sees Bitcoin Market Cap Climbing To $16 Trillion By 2030
Based on Ark’s forecast, Bitcoin’s market cap might rise at a compound annual development fee of about 63% through the subsequent 5 years, climbing from practically $2 trillion to $16 trillion by 2030.
The report additionally argued that Bitcoin is more and more behaving like a safe-haven asset, pointing to decrease volatility and drawdowns in 2025 that appeared shallow versus its personal historical past throughout 5-year, 3-year, 1-year, and 3-month home windows.
Institutional possession is a giant a part of that story. Ark mentioned US spot Bitcoin ETFs and public firms held about 12% of complete Bitcoin provide, up from 8.7%, after Bitcoin ETF balances rose 19.7% in 2025 from about 1.12M to about 1.29M, and public firm holdings jumped 73% from roughly 598,000 to about 1.09M.
Smart Contract Networks Could Grow At A 54% Annual Pace
Regarding sensible contracts, Ark projected that the section might attain roughly $6 trillion by 2030, rising at a 54% annual fee, as networks generate annualized income of round $192B at a mean take fee of 0.75%.
It additionally expects two to three Layer-1 platforms to take the lion’s share, with valuations pushed extra by financial premium than discounted money flows.
Ark’s report stored Ethereum in the lead when it comes to on-chain belongings, saying belongings on Ethereum now exceed $400B. It additionally mentioned stablecoins and the highest 50 tokens make up about 90% of market worth throughout seven of the eight hottest blockchains.
Ark mentioned meme cash stay a small a part of most blockchains, making up about 3% or much less of capital outdoors Solana.
Solana is the exception, the place meme cash account for about 21% of belongings. The agency additionally mentioned tokenization of real-world belongings might be one of many fastest-growing areas, as off-chain belongings supply the most important alternative for on-chain development.
That tokenization thesis is the place Ark put one other headline quantity. The agency mentioned tokenized belongings might develop from $19B to $11 trillion by 2030, which might nonetheless be solely about 1.38% of all monetary belongings, suggesting loads of runway even in a bullish state of affairs.
Sovereign debt dominates tokenization in the present day, Ark mentioned, and it expects financial institution deposits and international public equities to transfer an even bigger share of worth on-chain over the subsequent 5 years.
It tied broad adoption to regulatory readability and institutional-grade infrastructure, signalling that the plumbing could matter as a lot because the protocols.
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