"Queen of Stocks" Cathie Wood's Ark Invest recently released its annual research report "Big Ideas 2026," which includes a prediction that is eye-catching — the cryptocurrency market will experience explosive growth over the next four years.

According to the report's forecast, by 2030, Bitcoin's market capitalization could surge to $16 trillion, driving the overall cryptocurrency market size to $28 trillion. In other words, based on the total supply of 21 million Bitcoins, the price per coin could reach approximately $761,900. Compared to the current price of around $88,000, there is roughly a 765% upside.

Why is Ark so optimistic? They believe Bitcoin is transforming into a mature "institutional-grade asset class." The growth momentum mainly comes from two aspects: widespread adoption of public blockchains and a structural shift in capital allocation logic.

In Ark's view, Bitcoin's core role is as a "digital store of value," also known as "digital gold." This narrative is sustainable because several forces are working in tandem — increasing participation of institutional investors, rapid expansion of Bitcoin ETFs, gradual decline in volatility, and increased corporate buying.

The most interesting changes are at the data level. By 2025, Bitcoin ETF holdings and corporate holdings will see significant increases, with ETF holdings growing by about 20% and corporate holdings increasing by 73%. Currently, these two major forces control 12% of the circulating supply of Bitcoin. This rise in institutional participation, to some extent, also confirms the evolution of Bitcoin's asset status.