ARK Invest's "Big Ideas 2026" report forecasts that Bitcoin's market capitalization could soar to $16 trillion by 2030, driven by a compound annual growth rate of 63%. The firm anticipates that Bitcoin will dominate approximately 70% of the projected $28 trillion market for digital currencies and smart contract networks. ARK also predicts significant growth for smart contract platforms like Ethereum and Solana, estimating their market cap could reach $6 trillion by 2030. The report highlights the increasing institutional interest in Bitcoin, noting that US Bitcoin ETFs and public companies are expected to hold 12% of the total Bitcoin supply by 2025. ARK observed that Bitcoin's risk-adjusted returns have outperformed other large-cap cryptocurrencies, with its Sharpe Ratio surpassing that of Ethereum and Solana. The firm also suggests that only a few digital assets will maintain their status as liquid stores of value, with Bitcoin leading the charge as a safe-haven asset.