ARK Invest’s recent report, “Big Ideas 2026,” suggests that the market for smart contract platforms and digital currencies could balloon to $28 trillion by 2030. According to the firm, these assets, utilized as stores of value and mediums of exchange on public blockchains, could witness a robust annual growth rate of around 61% until the decade’s end.

ARK envisions Bitcoin claiming about 70% of this market, with Ethereum (ETH) and Solana (SOL) expected to comprise the remainder.

Bitcoin’s Dominance in ARK’s 2030 Projections

Under ARK’s analysis, Bitcoin’s market capitalization is anticipated to experience a compound annual growth rate (CAGR) of about 63%, soaring from nearly $2 trillion to approximately $16 trillion by 2030.

The investment management firm estimates that the market valuation for smart contract platforms could grow at a significant rate, reaching around $6 trillion by 2030. This increase may be bolstered by annual revenue forecasts of about $192 billion at a standard take rate of 0.75%. ARK believes that only a couple of Layer 1 platforms will capture the majority of this market share.

Moreover, U.S. Bitcoin ETFs and corporations held 12% of the total Bitcoin supply as of 2025, rising from 8.7% in previous years. The ETF assets appreciated by 19.7% during that year, climbing from roughly 1.12 million BTC to nearly 1.3 million BTC.

Additionally, public companies’ Bitcoin holdings also grew significantly, increasing by 73% from around 598,000 BTC to roughly 1.09 million BTC.

ARK remarked that Bitcoin’s risk-adjusted returns outperformed many other large-cap cryptocurrencies and indices throughout most of 2025, with its annual Sharpe Ratio exceeding those of ETH and SOL.

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In conclusion, Bitcoin is becoming less volatile as it shifts towards becoming a safe-haven asset.