🚀 The 1 Cryptocurrency Primed for a 1,900% Surge by 2030 – Ark Invest’s Cathie Wood Bets Big

Forget Wall Street's tired old plays—Ark Invest's latest bullseye targets a crypto gem with explosive upside. Cathie Wood's team sees a 20x moonshot brewing.

Here's why the smart money's moving off the sidelines.

The 2030 Growth Engine Nobody's Talking About

While traditional finance clings to its spreadsheets, blockchain's next breakout star is quietly building infrastructure for the decentralized future. No hype—just adoption curves mirroring early internet giants.

Institutional FOMO Is Coming

When pension funds finally realize their 'diversified' portfolios are 90% correlated to the S&P 500, this asset's liquidity will evaporate faster than a meme stock's gains.

Funny how the same analysts who mocked Bitcoin at $5K now whisper about 'asymmetric upside' over martinis.

Image source: Getty Images.

The two biggest forces driving demand

Ark Invest's analysis lays out several contributors toward the rise in the value of Bitcoin. Two of them account for about 80% of its price target: institutional investment and the asset's growing acceptance as a store of value.

When it comes to institutional investment, Ark Invest sees the total addressable market climbing to $200 trillion by 2030. That assumes 3% growth from the $169 trillion in assets held by institutional investors at the end of 2024 (excluding gold). For its bull case, the analysts anticipate institutional investors allocating 6.5% of their assets to Bitcoin.

That's certainly a significant allocation. Gold currently accounts for about 3.6% of assets held by institutions, according to the analysts. So, investors WOULD have to move all of their gold into Bitcoin and then some in order to meet Ark's bull case. Its base case (price target of $1.2 million) calls for just 2.5% allocated to Bitcoin, which may be a more reasonable assumption for the long term (although it might not happen by 2030).

Institutions are likely to accelerate their adoption of Bitcoin during the next few years. With Bitcoin exchange-traded funds (ETFs) now readily available for investors, it's a lot easier for institutions to buy and sell the asset. Moreover, the current administration in Washington is relaxing regulations around cryptocurrency and providing more clarity for investors. That should give big institutions more confidence in holding the cryptocurrency.

Additionally, we're seeing growing adoption of the Bitcoin treasury model made popular by. MicroStrategy, now doing business as Strategy, has bought $72 billion worth of Bitcoin as of this writing and continues to add billions of dollars of the crypto to its balance sheet every month. Ark's analysts still think corporations will only put about $700 billion into Bitcoin even in the most bullish scenario.

The other factor driving Bitcoin's price higher during the next few years is the growing adoption of the asset as digital gold. The analysts see Bitcoin as a hedge against inflation. Considering the stubbornness of inflation right now and the potential for prices to increase with new tariffs going into effect, that could drive adoption of Bitcoin among consumers. Ark's analysts see gold's current market capitalization, about $18 trillion, as the potential market for Bitcoin as a Gold alternative. In its bull case, it sees Bitcoin capturing 60% of the market, or nearly $11 trillion.

Another big reason Bitcoin prices could climb

Supply and demand are the only two driving forces behind the price of Bitcoin. The above factors describe how demand for Bitcoin could climb significantly higher during the next few years. But Bitcoin's supply grows at a fixed rate every time a new block gets validated on the blockchain.

However, Ark's analysts point out that not every Bitcoin is really available for buying and selling. For example, the wallet of Bitcoin's anonymous creator, Satoshi Nakamoto, has sat idle since 2010 with 1.1 million Bitcoin in it. There are countless other wallets that haven't been active in years, either because the owners of those wallets are holding on forever or because they're inaccessible because the owners lost or forget their access keys. Ark's analysts estimate only about 60% of the Bitcoin already mined is in the active supply.

When you apply that ratio to the growing demand for Bitcoin during the next few years, it results in significantly higher price targets. In Ark's bull case, that's $2.4 million, but even in the bear case, it expects the asset to climb to $500,000 due to the impact of limited active supply.

Nearly 95% of Bitcoins 21 million coins have already been mined. The supply isn't going to grow significantly unless a dormant wallet unexpectedly decides to sell into the market, weighing on the price. But the long-term trend points to a continued increase in the value of Bitcoin. It might not reach Ark's bull case of $2.4 million per coin, but it's reasonable to expect the price of Bitcoin to keep climbing. As long as you can endure the inevitable volatility, it's worth holding some in your portfolio.