ARK Invest: Bitcoin, DeFi, and Tokenized Assets Will Lead a New Phase in the Crypto Market by 2026

GateNews
BTC-2,66%
DEFI13,41%

January 22 News, ARK Invest’s latest research report “Big Ideas for 2026” shows that Bitcoin, decentralized finance (DeFi), and tokenized assets are becoming an important part of the global capital markets. The digital asset market size is expected to reach $28 trillion by 2030, with Bitcoin accounting for approximately $16 trillion. The report points out that regulatory clarity will determine whether innovation can be transformed into mainstream applications, and Bitcoin, DeFi, and tokenized assets are expected to dominate cryptocurrency development in 2026.

ARK Invest emphasizes that the maturity of Bitcoin as an institutional asset class is continuously improving, with the total holdings of Bitcoin by US ETFs and listed companies rising to 12%, up from 8.7% at the beginning of 2025. Joni Pirovich, founder of Crystal aOS, believes ARK’s forecast is “reasonable” and notes that the goal of expanding cryptocurrency platforms is not to become global centralized institutions but to seek global recognition and comply with decentralized regulations.

The report shows that tokenized assets grew to $19 billion in 2025 and could reach $11 trillion by 2030, accounting for about 1.38% of global financial assets, mainly driven by the BlackRock BUIDL fund and tokenized gold from Tether and Paxos. DeFi applications generated a record $3.8 billion in revenue in 2025, with one-fifth of the total revenue in January alone, and some smaller protocols earning over $1 million per month. Lee Xu, founder of EDENA Capital Partners, emphasizes that mature regulatory frameworks and interoperable institutional networks will drive the reshaping of global capital formation through sovereign digital securities, and the tokenization market will become a core driver of real-world economic activity.

Additionally, the report points out that Bitcoin’s volatility has decreased, and risk-adjusted returns in 2025 have mostly outperformed Ethereum and Solana. According to CoinGecko data, Bitcoin’s trading price is slightly below $90,000, up 0.5% in the past 24 hours, but it has declined over 6% this week. Recently, Trump’s withdrawal of tariffs threats against Greenland in Europe briefly boosted the cryptocurrency market, but geopolitical uncertainties still exert pressure on prices.

Overall, ARK Invest predicts that Bitcoin, DeFi, and tokenized assets will continue to attract institutional and retail attention in 2026 and may drive cryptocurrencies into a new phase of development.

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.

Related Articles

“Insiders Dumping Everything Except Oil” Claim Hits Tape: BTC, PI, And XRP Reaction

A viral post claimed insiders were liquidating assets except for oil, reflecting traders' concerns about geopolitical tensions and macroeconomic stress. The narrative highlights oil's resilience amid cautious sentiment in crypto markets like BTC and XRP, impacted by factors like Trump's Iran threats.

LiveBTCNews21m ago

BlackRock extracts 2,607 BTC and 28,391 ETH from a certain custody platform

Gate News message, on April 7, according to Lookonchain monitoring, BlackRock withdrew 2,607 BTC (worth $177.56 million) and 28,391 ETH (worth $59.00 million) from a certain custody platform.

GateNews25m ago

Willy Woo: Energy is the only path to forging hard currency, and Bitcoin is built on that.

Gate News message, April 7, a well-known Bitcoin analyst Willy Woo recently responded to a post questioning that “Bitcoin consumes too much energy.” He said there are only three ways to ensure the safety of a currency’s ledger: relying on physical atoms (like gold), depending on energy consumption (like Bitcoin), and building on social/political consensus (like fiat currency). Willy Woo emphasized that energy is the only path to forging an absolute hard currency, and physical atoms are not scarce.

GateNews1h ago

BTC 15-minute rise of 0.45%: driven by routine trading, with moderately resonating macro hedging sentiment

From 2026-04-07 15:15 to 15:30 (UTC), Bitcoin (BTC) recorded a +0.45% return. The price moved slightly upward within the USDT range of 67,886.0 to 68,199.5, with an amplitude of 0.46%. During this period, market attention increased somewhat, but overall volatility remained within the normal range, and no unusual market fluctuations appeared. The main driving force behind this anomaly was routine trading activity in the spot market. On-chain data shows that the number of active addresses in the 15-minute window was about 66,000, slightly higher than the previous period. In the same period, spot trading volume increased by about 0.5 from the previous period over period

GateNews1h ago
Comment
0/400
No comments