BlockBeats News, January 22nd, ARK Invest pointed out in its latest "Big Ideas 2026" report that Bitcoin, DeFi, and real-world asset tokenization are transitioning from the "crypto narrative" to a functional part of the global capital markets and will dominate the industry's development direction after 2026.The report projects that by 2030, the overall size of digital assets may grow to $28 trillion, with Bitcoin accounting for about 70% (around $16 trillion), mainly driven by ETFs continuing to attract funds and corporations incorporating Bitcoin into their balance sheets. Currently, U.S. ETFs and publicly traded companies hold about 12% of the total Bitcoin supply, a significant increase from early 2025.ARK also points out that the value of DeFi is shifting from the underlying network to the application layer. In 2025, DeFi applications collectively generated about $3.8 billion in revenue, with some ultra-lightweight protocols approaching or even matching traditional fintech companies in human efficiency and asset management efficiency.In terms of tokenization, ARK expects Real World Asset (RWA) tokenization to reach $11 trillion by 2030. By 2025, the scale of related assets has grown to about $190 billion, benefiting from the on-chain promotion of assets such as U.S. Treasuries and gold.Several interviewees emphasized that regulatory clarity would be a decisive variable. The analysis believes that despite the rapid maturation of technology and business models, the implementation of custody, compliance, and investor protection rules will determine whether Bitcoin, DeFi, and tokenized assets can truly achieve large-scale mainstream adoption.

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