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ARK Invest projects Bitcoin's market cap climbing from roughly $2 trillion today to $16 trillion by 2030, implying a 63% compound annual growth rate over five years. The forecast, cited by Forbes, would put Bitcoin alone at a scale comparable to gold's current total market value.
ARK's broader thesis extends beyond Bitcoin: the firm estimates the combined market for smart contract platforms and on-chain digital assets could reach $28 trillion by 2030. Bitcoin would account for around 70% of that total, with the remaining $12 trillion driven largely by networks like Ethereum and Solana.
The numbers are ambitious, but the structural logic is consistent — Bitcoin as a macro reserve asset, and programmable blockchains as the settlement layer for a digitised financial system.
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