ARK Invest forecasts Bitcoin could hit $760,000 by 2030, driven by institutional adoption and the tokenization of assets.
ARK Invest, led by Cathie Wood, has projected that Bitcoin's market capitalization could soar to $16 trillion by 2030, translating to an approximate price of $761,900 per coin. This represents a staggering 746% increase from current levels around $90,000, assuming a total supply of 21 million Bitcoins. The forecast implies an average annual growth rate of 61%.
ARK analysts have termed Bitcoin as "digital gold," emphasizing its potential as a leading institutional asset. The anticipated growth in Bitcoin's value is expected to stem from broader adoption of public blockchains, increasing investments in exchange-traded funds (ETFs), and corporate accumulation of cryptocurrencies.
Currently, U.S. spot crypto funds and public companies control about 12% of the total Bitcoin supply, up from 8.7%. In 2025, fund holdings increased by nearly 20%, while corporate reserves saw a remarkable 73% growth.
While ARK maintains a bullish outlook on Bitcoin, they have adjusted their model, raising the market cap target due to the growing market value of physical gold. However, they have reduced expectations for Bitcoin's role as a safe-haven asset in emerging markets, a space increasingly filled by stablecoins.
Tokenization of Real-World Assets (RWA)
In addition to Bitcoin, ARK's report highlights the potential for the tokenization of real-world assets (RWA), which could exceed $11 trillion in market value, a significant increase from the current valuation of $19-22 billion. To achieve this ambitious target, the sector would need to expand by around 50,000% in the next five years.
Analysts attribute this potential growth to the transition of traditional financial instruments onto blockchain technology, driven by clearer regulations and robust institutional infrastructure. Presently, U.S. Treasury bonds dominate the tokenization landscape, but a shift towards tokenized banking deposits and shares of global companies is anticipated.
“As a significant portion of global value remains off-chain, traditional assets represent the largest opportunity for blockchain technology adoption,” ARK noted.
Even if the $11 trillion target is met, tokenized assets would only represent about 1.38% of the total global financial market.
BlackRock is also closely monitoring the RWA sector, with CEO Larry Fink highlighting its potential as a developing trillion-dollar market. BlackRock's forecast for 2026 suggests that Ethereum could significantly benefit from the tokenization trend, with around 65% of tokenized assets currently on its network.
In previous statements, Wood emphasized the unique scarcity of Bitcoin due to its capped supply, arguing that it makes Bitcoin a superior asset compared to gold.
