Ark Invest Sees $28T Crypto Market by 2030

Ark Invest’s Big Ideas 2026 report projects a $28 trillion total crypto market by 2030. The forecast arrives as Bitcoin trades near $81,313 and carries a $1.62 trillion market capitalization, according to CoinMarketCap data.

The report models roughly a tenfold increase from the current total crypto market, which is just over $2.7 trillion. It cites Bitcoin’s potential use as a corporate treasury reserve, rising institutional holdings, and the maturation of on-chain financial infrastructure as drivers of growth.

Ark forecasts Bitcoin will grow faster than most assets, projecting about a 63% compound annual growth rate over five years. The firm expects smart contract networks to expand at about a 54% annual rate to near $6 trillion by 2030, generating roughly $192 billion in annualized revenue at an average take rate of 0.75%. The report models two to three Layer 1 platforms taking most of that market share.

Institutional balance sheets show growing crypto accumulation. Strategy announced on May 5 that it holds the equivalent of 3.9% of the entire Bitcoin network and reported year-to-date gains of 63,410 BTC, worth about $5.1 billion at current prices. Public companies and institutional entities together hold around 1.27 million BTC, more than 6% of circulating supply.

Bitmine Immersion Technologies, backed by Ark, reported about 5.18 million ETH and total crypto and cash assets near $13.1 billion. Tom Lee, chairman of Bitmine, commented that the possible passage or failure of the CLARITY Act marks the start of a ‘crypto spring’ and that Ethereum benefits from Wall Street tokenization and rising demand from AI systems for public, neutral blockchains.

Ark Invest has published ambitious forecasts before, including an $11 trillion estimate for tokenized assets by 2030. The $28 trillion outlook depends on continued institutional inflows, clearer regulatory frameworks in major markets, and further growth in decentralized finance. Observers will monitor whether corporate treasury buying accelerates and how regulators respond.