Прогноз ARK Invest: Биткоин может достичь $760 000, а Ethereum — выгоды от токенизации реальных активов в триллионы Translation: ARK Invest Forecast: Bitcoin Could Reach $760,000, While Ethereum Reaps Trillions from Real Asset Tokenization

BlackRock believes that Ethereum stands to gain significantly from the process of tokenization.

By 2030, the market capitalization of the leading cryptocurrency is expected to rise to $16 trillion, with the total value of the digital asset market reaching $28 trillion, as reported by ARK Invest’s Cathy Wood.

The projection of $16 trillion suggests that Bitcoin’s price could be around $761,900, given a supply of 21 million coins. This figure represents a 746% increase from the current prices, which hover around $90,000. The anticipated average annual growth rate is approximately 61%.

ARK analysts have identified digital gold as a frontrunner in a new category of institutional assets. The growth will be driven by widespread adoption of public blockchains, increased investment in ETFs, and corporate accumulation of coins.

According to the company, spot crypto funds in the United States and publicly traded firms currently hold 12% of the total supply of coins, up from 8.7% previously. Over the past year, fund balances rose by 19.7% to 1.29 million BTC, while corporate reserves increased by 73% to 1.09 million BTC.

ARK maintains a long-term bullish outlook, albeit with some adjustments to its model. The experts raised their target market valuation for Bitcoin due to the rising market cap of physical gold but lowered their expectations for Bitcoin’s use as a safe-haven asset in developing nations, a space now occupied by stablecoins.

In the smart contract platform sector, ARK analysts project capitalization could reach $6 trillion, with an annual revenue of $192 billion for the networks. They anticipate that two or three layer-one blockchains will capture a significant share of the market.

The most optimistic forecast pertains to the tokenization of real-world assets (RWA). Analysts believe this market could surpass $11 trillion, while currently valued at around $19 to $22 billion. To meet these ambitious targets within the next five years, the sector must grow by approximately 50,000%.

The experts attribute such potential to the migration of traditional financial instruments onto the blockchain. The principal catalyst will be the development of clear regulations and institutional-level infrastructure.

At present, sovereign debt obligations, particularly U.S. Treasury bonds, dominate the tokenization landscape. However, experts anticipate a shift in this trend, predicting that the primary capitalization of the market will come from bank deposits and shares of global companies.

“Given that a substantial portion of global value remains off-chain, traditional assets still represent the greatest opportunity for the adoption of blockchain technologies,” the company noted.

Even if the goal of $11 trillion in tokenized assets is reached, they would only constitute about 1.38% of the total global financial market.

BlackRock is paying special attention to this sector. In its 2026 forecast, the asset management firm indicated that Ethereum could derive significant benefits from tokenization, with approximately 65% of such assets already housed within this network.

Larry Fink, the CEO of BlackRock, emphasized that RWA constitutes a trillion-dollar market that is only at the very beginning of its development.

Recall that in December, Wood stated that the mathematically limited supply of Bitcoin makes it a more refined scarce asset compared to gold.