Source: Coindoo
Original Title: Bitcoin Could Climb Toward $760,000 This Decade, According to Ark Invest
Original Link:
Cathie Wood is once again outlining an aggressive long-term outlook for digital assets, arguing that the crypto market is still in the early stages of structural growth.
In Ark Invest’s latest forward-looking research, the firm suggests that crypto is moving away from speculative cycles and toward deeper integration with global finance.
Key Takeaways
Ark sees Bitcoin evolving into a dominant institutional store of value, similar to digital gold
Growing ETF and corporate ownership is steadily reducing Bitcoin’s available supply
Smart contract platforms are expected to drive the next wave of crypto market growth
Ark expects this transition to play out over the rest of the decade, driven by institutional capital, regulated investment products, and expanding onchain activity. In this framework, crypto’s total market value could rise dramatically by 2030, with Bitcoin positioned as the clear centerpiece.
Bitcoin as an institutional store of value
At the heart of Ark’s thesis is Bitcoin’s evolution into a mature store-of-value asset. The firm sees Bitcoin increasingly treated as “digital gold,” rather than as a payments network or currency alternative. This shift is closely tied to growing participation from ETFs, corporations, and long-term investors.
Ark points out that a significant share of Bitcoin’s fixed supply is now held by U.S. spot ETFs and publicly listed companies. As more supply moves into long-term hands, Ark believes Bitcoin’s volatility should continue to decline, reinforcing its appeal as a strategic allocation rather than a trading instrument.
Why Ark’s outlook remains intact
Despite major changes within the crypto ecosystem, Ark says its core Bitcoin outlook has remained largely stable. One adjustment has been the rise of stablecoins, which have absorbed many use cases related to payments and emerging markets. Rather than seeing this as a threat, Ark views stablecoins as freeing Bitcoin to focus more clearly on its role as a reserve-style asset.
At the same time, the firm has increased its estimate of Bitcoin’s potential market size after the surge in gold’s valuation over the past year. As traditional safe-haven assets expand, Ark argues that Bitcoin’s long-term ceiling rises with them.
Smart contracts as the next growth engine
Beyond Bitcoin, Ark expects much of the remaining crypto market value to be concentrated in smart contract platforms. These networks are forecast to underpin tokenized securities, decentralized finance, and onchain applications at scale.
Ark believes that only a small number of Layer 1 platforms will dominate this segment, capturing most of the economic value. Importantly, the firm argues that their market value will be driven not just by revenue, but also by monetary characteristics such as reserve status and long-term trust.
A crypto market shaped by structure, not hype
Taken together, Ark’s projections describe a crypto market increasingly defined by infrastructure and institutional adoption rather than speculative cycles. Bitcoin’s dominance, in this view, reflects its role as the anchor of the digital asset economy, while smart contract platforms provide the rails for future growth.
Ark Invest maintains that if these trends continue, today’s market will eventually be seen as an early phase of a much larger financial transformation led by Bitcoin.
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LiquidationHunter
· 5h ago
It's another rambling from Mu Jie, $760,000... Will this one finally come to fruition?
View OriginalReply0
FrontRunFighter
· 5h ago
nah cathie's bullish calls always sound great on paper but where's the real structural adoption tho... feels like more of the same hopium tbh
Reply0
StableNomad
· 5h ago
cathie's been saying this since btc was at 20k lol... statistically speaking, the "early stages" argument works until it doesn't. not financial advice but reminds me of UST in May when everyone was preaching the "long-term thesis"—risk-adjusted returns looking real different in hindsight 🤔
Reply0
WenMoon42
· 5h ago
It's Cathie Wood's big prediction again... 760k? I couldn't help but laugh; that number just sounds like the "American Dream" haha
Bitcoin Could Climb Toward $760,000 This Decade, According to Ark Invest
Source: Coindoo Original Title: Bitcoin Could Climb Toward $760,000 This Decade, According to Ark Invest Original Link: Cathie Wood is once again outlining an aggressive long-term outlook for digital assets, arguing that the crypto market is still in the early stages of structural growth.
In Ark Invest’s latest forward-looking research, the firm suggests that crypto is moving away from speculative cycles and toward deeper integration with global finance.
Key Takeaways
Ark expects this transition to play out over the rest of the decade, driven by institutional capital, regulated investment products, and expanding onchain activity. In this framework, crypto’s total market value could rise dramatically by 2030, with Bitcoin positioned as the clear centerpiece.
Bitcoin as an institutional store of value
At the heart of Ark’s thesis is Bitcoin’s evolution into a mature store-of-value asset. The firm sees Bitcoin increasingly treated as “digital gold,” rather than as a payments network or currency alternative. This shift is closely tied to growing participation from ETFs, corporations, and long-term investors.
Ark points out that a significant share of Bitcoin’s fixed supply is now held by U.S. spot ETFs and publicly listed companies. As more supply moves into long-term hands, Ark believes Bitcoin’s volatility should continue to decline, reinforcing its appeal as a strategic allocation rather than a trading instrument.
Why Ark’s outlook remains intact
Despite major changes within the crypto ecosystem, Ark says its core Bitcoin outlook has remained largely stable. One adjustment has been the rise of stablecoins, which have absorbed many use cases related to payments and emerging markets. Rather than seeing this as a threat, Ark views stablecoins as freeing Bitcoin to focus more clearly on its role as a reserve-style asset.
At the same time, the firm has increased its estimate of Bitcoin’s potential market size after the surge in gold’s valuation over the past year. As traditional safe-haven assets expand, Ark argues that Bitcoin’s long-term ceiling rises with them.
Smart contracts as the next growth engine
Beyond Bitcoin, Ark expects much of the remaining crypto market value to be concentrated in smart contract platforms. These networks are forecast to underpin tokenized securities, decentralized finance, and onchain applications at scale.
Ark believes that only a small number of Layer 1 platforms will dominate this segment, capturing most of the economic value. Importantly, the firm argues that their market value will be driven not just by revenue, but also by monetary characteristics such as reserve status and long-term trust.
A crypto market shaped by structure, not hype
Taken together, Ark’s projections describe a crypto market increasingly defined by infrastructure and institutional adoption rather than speculative cycles. Bitcoin’s dominance, in this view, reflects its role as the anchor of the digital asset economy, while smart contract platforms provide the rails for future growth.
Ark Invest maintains that if these trends continue, today’s market will eventually be seen as an early phase of a much larger financial transformation led by Bitcoin.