Ark Invest’s new Big Ideas 2026 report projects Bitcoin’s market capitalization could grow at roughly a 63% compound annual rate, rising from about $1.5–$2 trillion today to $16 trillion by 2030.The firm expects the total crypto market to expand from around $2.8 trillion to $28 trillion over the same period, with Bitcoin capturing about 70% and the rest dominated by smart contract networks like Ethereum and Solana.Ark argues that Bitcoin is “maturing as a leader in a new class of institutional asset,” positioning it alongside gold and sovereign bonds as a core macro allocation for large investors.