ARK Invest Projects $28 Trillion Crypto Market and $1 Million Bitcoin by 2030

TLDR

• ARK Invest predicts the crypto market will reach $28 trillion by 2030, growing at a 61% compound annual growth rate
• Bitcoin could hit $950,000 to $1 million per coin by 2030, accounting for 70% of total crypto market value
• Tokenized real-world assets expected to grow from $22 billion today to $11 trillion by 2030
• Smart contract platforms like Ethereum and Solana could reach $6 trillion market size by 2030
• Institutional adoption is increasing, with Bitcoin ETFs and corporate holders now controlling 12% of Bitcoin supply

Cathie Wood’s ARK Invest released projections showing the digital asset market could grow to $28 trillion by 2030. The firm published these estimates in its Big Ideas 2026 report on Wednesday.

The asset manager expects crypto markets to expand at a 61% compound annual growth rate over the next five years. Bitcoin would make up about 70% of that total market value.

With approximately 20.5 million Bitcoin expected to be mined by 2030, the projections suggest Bitcoin could trade between $950,000 and $1 million per coin. Bitcoin currently trades around $90,000.

ARK stated that Bitcoin is maturing as a leader in institutional asset classes. The firm noted that Bitcoin exchange-traded funds and corporate Bitcoin holders increased their share of Bitcoin’s total supply from 8.7% to 12% in 2025.

Wood previously said in February 2025 that Bitcoin could reach up to $1.5 million in the same timeframe. The current projection represents a more conservative estimate.

Smart Contract Platform Growth

ARK predicts smart contract platforms could grow at a 54% compound annual growth rate to reach $6 trillion by 2030. These platforms currently generate annualized revenue of about $192 billion with an average take rate of 0.75%.

Ethereum and Solana are expected to benefit most from increased adoption of decentralized finance and stablecoins. However, ARK said cryptocurrencies behind these platforms will likely derive more value from their store of value traits than from cash flows.

The growth could come from increased adoption of decentralized finance protocols, stablecoins, and tokenized real-world assets. These applications continue to drive activity on major blockchain networks.

Tokenized Assets Market Expansion

ARK Invest projects that $11 trillion worth of real-world assets will be tokenized by 2030. The current tokenized asset market stands at roughly $19 billion to $22 billion according to RWA.xyz data.

This projection requires approximately 245.8% compound annual growth rate over the next five years. ARK attributes the expected growth to improved regulatory clarity and institutional-grade infrastructure development.

Sovereign debt, particularly U.S. Treasurys, currently dominates tokenized assets. ARK expects bank deposits and global public equities to account for a larger share of tokenized value by 2030.

The New York Stock Exchange announced this week it is building a blockchain-based venue for 24/7 trading of tokenized stocks and ETFs. F/m Investments asked U.S. regulators for permission to record existing ETF shares on a blockchain.

State Street launched a digital asset platform last week to support money market funds, ETFs, and tokenized deposits. The London Stock Exchange Group also launched a Digital Settlement House for near-instant settlement across blockchain and traditional payment systems.

At $11 trillion, tokenized assets would represent only about 1.38% of total global financial assets by 2030. Other institutions have issued similar projections, with TD Cowen estimating onchain assets could reach $100 trillion by 2030.

Boston Consulting Group projects tokenized assets could expand to nearly $19 trillion by 2033. Standard Chartered estimates tokenized real-world assets could reach $2 trillion by 2028, with most issued on Ethereum.

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