Led by the “female stock goddess” Cathie Wood, Ark Invest has once again released a shocking forecast. According to the annual research report “Big Ideas 2026” published on Wednesday, the cryptocurrency market will experience explosive growth over the next four years. By 2030, Bitcoin’s market cap is expected to surge to $16 trillion, driving the overall cryptocurrency market size to expand to $28 trillion. If this prediction comes true, based on the total supply of 21 million Bitcoins, the price per coin would reach an astonishing $761,900, representing nearly a 765% increase compared to the current price of about $88,000. Ark points out that Bitcoin is transforming into a mature “institutional-grade asset class,” with growth momentum mainly driven by large-scale adoption of public blockchains and a structural shift in capital allocation logic. In Ark’s view, Bitcoin’s core positioning is as a “digital store of value,” also known as “digital gold” in the market. This narrative is benefiting simultaneously from: increasing participation of institutional investors, rapid expansion of Bitcoin ETFs, gradual decline in volatility, and rising corporate buying. Data shows that by 2025, Bitcoin ETF holdings and corporate holdings will see significant increases, with ETF holdings growing by about 20% and corporate holdings increasing by 73%. Currently, these two forces control 12% of the circulating supply of Bitcoin. The report predicts that over the next five years, Bitcoin will maintain its market dominance, with a compound annual growth rate (CAGR) of approximately 63%, soaring from the current $2 trillion to $16 trillion. It is worth noting that Ark’s forecasts for 2030 have been revised multiple times. Although last year they set a bullish target of $1.5 million, they later lowered the forecast. Ark explains that this is because the adoption of stablecoins in emerging markets has exceeded expectations, replacing some of the hedging functions originally expected to be fulfilled by Bitcoin; at the same time, due to the increase in the market value of physical gold, Ark also raised the addressable market size (TAM) of Bitcoin as “digital gold” by 37%. Apart from Bitcoin, Ark also believes that the remaining market value of cryptocurrencies will mainly be supported by smart contract platforms like Ethereum. As on-chain finance and tokenization of securities become more widespread, by 2030, the overall market cap of smart contract platforms could reach $6 trillion, with a CAGR of about 54%, and annual revenue could reach approximately $192 billion.
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