ARK predicts Bitcoin's 2030 market capitalization to be 2,300 trillion KRW, accounting for 70% of the crypto market share

Source: TokenPost Original Title: ARK “Bitcoin($BTC), Market Cap of 2,300 Trillion Won by 2030… Reaching 70% Market Share” Original Link:

Bitcoin to Reach a Market Cap of 2,300 Trillion Won by 2030… Expected to Dominate 70% of the Cryptocurrency Market

It has been predicted that Bitcoin could approach ‘market dominance of a single asset’ by capturing 70% of the total cryptocurrency market share by 2030. Asset management firm ARK Invest(ARK Invest) forecasted in its annual report that Bitcoin’s market value could grow to approximately 16 trillion dollars(about 2,328 trillion won) by 2030.

In the ‘Big Ideas 2026(Big Ideas 2026)’ report, ARK estimated that the total market size of smart contract-based networks and digital assets like Bitcoin could reach 28 trillion dollars(about 4,075 trillion won) by 2030. This market consists of assets functioning on public blockchains as stores of value, mediums of exchange, and units of account, with an expected compound annual growth rate of about 61%.

Bitcoin-led, Few Chains Dominate the Market

In particular, Bitcoin is expected to continue growing at an average annual rate of 63%, expanding from its current market cap of about 2 trillion dollars(about 2,910 trillion won) to 16 trillion dollars(about 2,328 trillion won). Meanwhile, smart contract platforms such as Ethereum(ETH) and Solana(SOL) are projected to reach a market cap of approximately 6 trillion dollars(about 873 trillion won) by 2030. In terms of revenue, an annual profit of about 192 billion dollars(about 279 trillion won) is expected, with most of it likely to be captured by 2-3 ‘Layer 1(Layer 1)’ chains.

ARK suggests that the market structure will shift toward a few dominant chains, and most digital assets will not maintain their monetary properties. Regarding this, Ethereum emphasizes its high ‘value contribution as virtual currency’ relative to its revenue, while Solana’s over 90% of revenue is generated from network utility.

ETF and Corporate Holdings Surge… Bitcoin Reinforces ‘Safe Asset’ Status

The report also identified the expansion of institutional participation in the cryptocurrency market as a key factor in Bitcoin’s growth. As of 2025, Bitcoin ETFs(ETFs) and corporate holdings accounted for about 1.3 million BTC, representing 12% of the total circulating supply, a significant increase from the previous 8.7%. ETF holdings increased by 19.7% year-over-year, and corporate holdings grew from approximately 598,000 BTC to 1.09 million BTC, a 73% increase.

Additionally, ARK analyzed that Bitcoin’s risk-adjusted return(Sharpe ratio) has mostly outperformed major altcoins and index averages over the long term, based on comparisons from November 2022, early 2024, and early 2025.

It also noted that Bitcoin is gradually exhibiting lower volatility, strengthening its status as ‘digital gold.’ ARK stated, “BTC is no longer classified solely as a high-risk asset,” and “its function as a means of capital preservation in times of crisis is expanding.”

Only a Few Coins Will Survive

This report suggests that the cryptocurrency market is likely to rapidly reorganize from a structure with hundreds of projects to one centered around Bitcoin and a few dominant chains. ARK believes that Layer 1 chains are evolving beyond traditional profit-generating platforms into monetary assets, and only a very small number of coins will be recognized as ‘liquid stores of value.’

Ultimately, by 2030, the digital asset market is expected to narrow into a ‘two-horse race’ dominated by Bitcoin and a few chains, with Bitcoin’s dominance becoming even more solidified from a long-term investment perspective.