ARK Invest expects in its report "Big Ideas 2026" that the total market capitalization of major cryptocurrencies and smart contract networks will reach around $28 trillion by 2030, with a compound annual growth rate of approximately 61% until the end of the decade.
The company's estimates suggest that Bitcoin could capture about 70% of this market, while the remaining share will primarily go to smart contract networks like Ethereum and Solana.
According to ARK's estimates, the market capitalization of Bitcoin could increase at a compound annual growth rate of approximately 63%, rising from around $2 trillion to about $16 trillion by 2030.
As for smart contract platforms, ARK expects their growth at an annual rate of 54% to reach about $6 trillion, supported by estimated annual revenues of $192 billion at an average fee rate of 0.75%, with the possibility that two to three Layer 1 platforms will dominate the bulk of this market.
The report highlighted the acceleration of institutional adoption, estimating that Bitcoin exchange-traded funds (ETFs) and public companies owned about 12% of the supply in 2025, compared to 8.7% previously.
The report also noted the growth of exchange-traded fund balances over the year and a significant increase in holdings of public companies.
