ARK Invest’s latest Big Ideas report includes predictions that are some of the most ambitious the firm has ever published. If even a portion plays out, the next decade of finance will look nothing like the last.
Here’s what ARK says could happen by 2030:
- Tokenized assets could surpass $10–12 trillion, spanning everything from U.S. Treasuries to real estate, private credit, commodities, and public equities.
- The crypto market could top $22 trillion, driven by massive institutional adoption and new financial rails.
- Bitcoin alone could hit a $16 trillion market cap, cementing its role as a global monetary asset.
- Smart contract platforms (Ethereum, Solana, and others) could reach $6 trillion, as decentralized applications generate real revenue and mainstream financial institutions move on-chain.
- Regulatory clarity from acts like GENIUS accelerates tokenization, prompting banks, fintechs, and asset managers to build their own blockchain infrastructure.
- On-chain financial markets become the new default, as trillions of dollars in traditional assets migrate to blockchain settlement rails.
My takeaway?
Finance isn’t just moving on-chain — it’s doing so at a scale that could reshape global capital markets. The question now isn’t if tokenization takes over… but how fast.
#RWA #Tokenization #InstitutionalAdoption $BTC