ARK INVEST ON CRYPTO'S NEXT GROWTH PHASE

Summary from the TLDR Crypto newsletter

ARK Invest projects the digital asset market could reach $28 trillion by 2030, with Bitcoin capturing approximately 70% market share at roughly $16 trillion, as institutional adoption accelerates with US ETFs and public companies now holding 12% of total supply (up from 8.7% in early 2025) while demonstrating historically shallow drawdowns. DeFi applications generated a record $3.8 billion in revenue during 2025, with ultra-efficient platforms like Hyperliquid achieving $800 million annually with under 15 employees, while tokenized assets tripled to $19 billion and could expand to $11 trillion by 2030. Regulatory clarity remains the critical factor that will determine whether these growth projections translate to mainstream adoption.