Cathie Wood’s ARK Invest Predicts $28 Trillion Crypto Explosion in ‘Big Ideas 2026’ Report

Cathie Wood says current market volatility is noise compared to a larger shift she calls the “Great Acceleration,” driven by AI, robotics, energy storage, multiomics, and public blockchains. ARK forecasts crypto market cap growing from ~$2.5T to $28T by 2030, with Bitcoin alone targeting a $16T market cap (~$760K per BTC) due to capped supply and rising institutional ownership. While BTC is consolidating near $87K short term, ARK sees a major breakout above $105K as the trigger for the next rally. Wood now believes stablecoins—not Bitcoin—will dominate global remittances, and highlights tokenization as an $11T opportunity. ARK is backing this thesis by rotating capital into Coinbase, Circle, and crypto-native infrastructure, betting that regulatory tailwinds and innovation could push U.S. GDP growth toward 7% by 2030.