ARK Invest forecasts that Real World Assets (RWAs) will be the primary growth driver in the crypto sector over the next two to three years. The firm identifies tokenized assets as the next major expansion area for blockchain adoption and capital inflows. Lorenzo from ARK suggests Ethereum's base layer may transition into a dedicated proof settlement layer as user activity increasingly migrates to Layer 2 networks like Base and Robinhood. This structural shift would see Ethereum L1 focusing on security and verification while execution moves to scaling solutions.