ARK Invest has published a report with forecasts titled Big Ideas 2026. Among other things, it suggests that the crypto market’s capitalization will grow to $28 trillion by 2030, with more than half of that amount coming from bitcoin.
The market’s overall compound annual growth rate (CAGR) will be 61% per year. For the leading cryptocurrency specifically, that figure is slightly higher — 63% per year.
At the same time, according to the forecast, bitcoin could take a share of up to 70%. The remainder, ARK Invest experts believe, will go to smart contract networks such as Ethereum and Solana.
The latter sector is consolidating, with the lion’s share to be captured by two or three blockchains, the report says. Their value will be driven not so much by real fee and usage revenue, but by people holding their native tokens as “digital money” and a store of value.
Forecast for crypto market cap growth. Source: ARK Invest.
At that capitalization — namely, $16 trillion — bitcoin’s price would be $761,900, assuming the issuance cap remains at 21 million BTC. At the time of writing, the asset is trading slightly below $90,000.
BTC/USDT price on the Binance exchange. Source: TradingView.
Since the start of the week, the market has seen two pullbacks driven by macroeconomic factors. Bitcoin’s price dipped below $89,000 at one point.
Big Ideas 2026 is a 111-page report focused not only on the crypto market, but also on AI, biotechnology, robotics, and other key trends.
Among other things, the company also forecast that the tokenized assets sector could grow to $11 trillion by 2030, with equities dominating, alongside the development of corporate networks, a shift from blockchains to applications, and much more.


