2030

According to Theblock, the analyst team at research and brokerage firm Bernstein predicts that by 2030, the annual trading volume of the prediction market will reach $1 trillion, citing reasons such as regulatory clarity, mainstream distribution partnerships, and structural liquidity advantages compared to the traditional gaming market.It is reported that the trading volume of Kalshi and Polymarket has reached a total of $60 billion so far this year, with analysts expecting the trading volume to reach $240 billion by 2026 and maintain an 80% compound annual growth rate by the end of 2030.Sports entertainment contracts currently account for as much as 62% of the trading volume in the prediction market, but analysts predict that this share may slow down to around 31% by the end of 2030, as cryptocurrency, macroeconomic, political, and economic contracts will become larger long-term opportunities. They stated that sports events are just a starting point, not the ultimate goal.

U.S. Senator Cynthia Lummis stated that the United States should not continue to delay the legislative process of the CLARITY Act, or it may take nearly four years to push for improvements in the regulatory framework for the cryptocurrency industry again.She posted on social media platform X, saying, "This is our last chance to pass the CLARITY Act before at least 2030," and emphasized that "we cannot let the future of American finance be put at risk." The bill aims to provide a clearer regulatory structure for the cryptocurrency industry, clarifying the responsibilities of regulatory agencies to promote industry innovation and market development. With the U.S. midterm elections approaching, there are concerns that congressional priorities may shift, slowing down the legislative process.Former White House AI and cryptocurrency affairs head David Sacks also expressed support for advancing the bill as soon as possible, stating, "Now is the time for action," and anticipated that the relevant market structure legislation would ultimately be signed into law by the president. In the industry, several individuals, including Coinbase CEO Brian Armstrong, have recently called for an expedited legislative process, believing that clear rules will promote innovation and increase market participation. On the regulatory side, SEC Chairman Paul Atkins also expressed support for advancing comprehensive market structure legislation to avoid ongoing regulatory uncertainty affecting industry development.

Market maker Keyrock and tokenization platform Securitize released a joint report on April 9, predicting that the on-chain freely transferable distributed RWA market will grow from the current approximately $29 billion to $400 billion by 2030 under a baseline scenario, an increase of over 1,000%.The broader blockchain-tracked RWA market is expected to reach $5 trillion during the same period. The report covers five major asset classes: government bonds, private credit, equities, commodities, and alternative funds. Among them, RWA perpetual contracts are the fastest-growing on-chain channel, with trading volume increasing 40 times within six months to an average of $67 billion per month, rising from 0.1% to 10.1% of the total on-chain derivatives, and is expected to reach 50% of the total on-chain derivatives by 2028.The report also points out that the yield on tokenized government bonds has been higher than the DeFi benchmark stablecoin lending rate for 64% of the days since mid-2024, reaching 98% in the first quarter of 2026. Currently, tokenized RWA accounts for less than 0.1% of the global $400 trillion tokenizable market.

Morph's latest report on the status of stablecoins indicates that by 2030, stablecoins are expected to account for about 10% of global cross-border payments. The current annual transaction volume of stablecoins has reached $33 trillion, surpassing the combined $25.5 trillion of Visa and Mastercard.The application of stablecoins in the real economy is continuously expanding, with approximately 60% of the capital flow driven by B2B payments, and significant growth in corporate adoption in scenarios such as cash management and procurement. Morph predicts that by 2026, the annual settlement volume of stablecoins may exceed $50 trillion, and by 2027, AI agents are expected to become the main initiators of transactions, with the market size potentially reaching $1.9 trillion by 2030.

According to The Block, after Circle's stock price plummeted due to regulatory concerns, the asset management firm Bitwise stated that its valuation could reach $75 billion by 2030, believing that the market reaction is excessive.Bitwise Chief Investment Officer Matt Hougan stated that the relevant legislation has not changed the fundamental growth logic of the stablecoin market, citing Citigroup's prediction that the stablecoin market size could reach $1.9 trillion by 2030. He pointed out that interest income is not the core driver of stablecoin growth.In addition, institutions such as William Blair believe that although there is still uncertainty in regulatory statements, the value of stablecoins in cross-border B2B payments is evident, and the long-term outlook has not been substantively affected. Some analysts also pointed out that if profit distribution is restricted, it may weaken competitors' ability to attract liquidity through high yields, which would be beneficial for Circle.

The U.S. Senate passed a bipartisan housing bill with 89 votes in favor and 10 against, which includes a provision prohibiting the Federal Reserve from issuing central bank digital currency (CBDC). The ban will last at least until the end of 2030, requiring the Federal Reserve not to issue or create CBDC or similar digital assets directly or through intermediaries such as financial institutions. However, the bill's prospects in the House of Representatives remain uncertain.Some lawmakers have raised objections to the provision in the bill that limits the number of homes large institutional investors can hold, which may lead the House to push for a new version of the bill, thereby affecting its progress. Industry insiders have stated that the relevant provisions reinforce the position of private sector-led digital asset innovation and protect financial privacy.

According to FinanceFeeds, Siddarth Bharwani, Joint Managing Director and Chief Financial Officer of Indian IT vocational training company Jetking Infotrain, stated on February 22 at the "Corporate Bitcoin" event in Las Vegas that the company will firmly advance its Bitcoin-based strategy.Jetking launched its Bitcoin reserve plan at the end of 2024, becoming the first listed company in India to list Bitcoin as a primary reserve asset. It currently holds 21 Bitcoins, valued at approximately $1.4 million, accounting for more than a quarter of the company's total market capitalization. Bharwani stated that this move aims to hedge against the long-term depreciation risk of the Indian Rupee, using Michael Saylor and Strategy as a strategic blueprint. The company's goal is to accumulate 210 Bitcoins by the end of 2026 and expand its holdings to 18,000 Bitcoins by 2030.On the regulatory front, the Bombay Stock Exchange (BSE) recently rejected Jetking's proposal to issue new shares for cryptocurrency investment purposes, citing a lack of a clear framework. However, Bharwani stated that the company is actively responding and views the current resistance as a "regulatory arbitrage opportunity" for early entrants.In addition to balance sheet management, Jetking is also incorporating Bitcoin and blockchain education into its vocational training programs. With over 100 training centers, the company trains 35,000 students annually, aiming to create a "Bitcoin learning ecosystem."Bharwani noted that as the ruling party in India begins discussions on a potential national Bitcoin strategic reserve, Jetking's exploratory practices are expected to provide a reference for the entire Asia-Pacific region.

The panoramic exchange Bitget announced a comprehensive upgrade to its mobile App. It places cryptocurrency (Crypto) alongside traditional finance (TradFi) markets on the homepage, aiming to enhance the cross-asset trading experience. In the new interface, users can easily access crypto products such as contracts, spot trading, on-chain trading, leveraged trading, and wealth management through the trading tab. Additionally, a dedicated TradFi entry has been added, allowing users to access stock perpetual contracts, forex, gold, and RWA tokens with one click using USDT, reducing the overall operational path by about 30% compared to conventional industry processes.Bitget pointed out that the current global annual trading volume of stocks is approximately $100 trillion to $130 trillion, and it is expected to increase to $160 trillion to $200 trillion by 2030. As the circulation of tokenized assets accelerates, exchanges may undertake about 20% to 40% of the related trading volume. Bitget's UEX (Universal Exchange) strategic goal is to become a core liquidity and distribution hub, aiming to handle about 40% of the tokenized stock trading volume by 2030.Bitget CEO Gracy Chen stated that as the regulatory environment matures and the trend of institutional assets moving on-chain strengthens, crypto technology is gradually evolving into the settlement infrastructure for everyday finance. This product experience reconstruction aims to align with this asset migration trend. The upgraded App has been launched globally.

According to a report by The Block, S&P Global Ratings predicts in its latest report that the euro stablecoin market could reach €1.1 trillion (approximately $1.3 trillion) by 2030, which represents a growth of about 1,600 times from €650 million (approximately $767 million) at the end of 2025.In the baseline scenario, S&P expects the market to reach €570 billion (approximately $672 billion) by 2030, equivalent to 2.2% of the total bank deposits in the eurozone. The report attributes the growth mainly to the demand for asset tokenization investments and notes that the EU's Markets in Crypto-Assets Regulation (MiCA) will come into effect on January 1, 2025, providing issuers with a clear regulatory framework. S&P believes that the application of stablecoins in the real world will support this rapid growth, compared to their current primary use in crypto asset trading.

According to market news, Standard Chartered Bank has lowered its short-term price expectations for Solana in its latest research report, while significantly raising its long-term forecast.The bank has reduced its target price for SOL at the end of 2026 from $310 to $250, but expects it to reach $2000 by the end of 2030. The report notes that Solana's decentralized exchange activity is shifting from meme coin trading to SOL-stablecoin trading pairs, with its stablecoin turnover being 2 to 3 times faster than Ethereum, indicating different use cases; Solana's "ultra-low-cost, fast, and reliable trading model" will enable it to dominate areas that require high throughput and low transaction costs, particularly in the micropayment sector driven by AI protocols like x402.

ARK Invest CEO Cathie Wood recently stated on the podcast "The Rundown" that the current price of gold relative to the M2 money supply has reached an all-time high, even surpassing the high inflation period of the 1970s or the Great Depression of the 1930s (when it corresponded to extreme currency collapse or hyperinflation).However, the macro environment is the opposite now: monetary supply expansion, the economy not collapsing, and ample liquidity → gold has "priced in the worst-case scenario/fear," is in a phase of "irrational exuberance," and is likely to pull back. But Bitcoin is different; it is still in its emerging stage, and "if I were an aggressive investor, I would choose to shift from gold to Bitcoin now."Additionally, Cathie Wood reiterated that the optimistic target price for Bitcoin by 2030 is $1.5 million.

ARK Invest, in its latest report "Big Ideas 2026," points out that Bitcoin, DeFi, and the tokenization of real-world assets are transitioning from a "crypto narrative" to a functional component of global capital markets, which will dominate the industry's development direction after 2026.The report predicts that by 2030, the overall size of digital assets could grow to $28 trillion, with Bitcoin accounting for about 70% (approximately $16 trillion). The main drivers are the continuous influx of funds into ETFs and companies incorporating Bitcoin into their balance sheets. Currently, U.S. ETFs and publicly listed companies hold about 12% of the total Bitcoin supply, a significant increase from early 2025. ARK also notes that the value of DeFi is shifting from the underlying networks to the application layer. In 2025, DeFi applications are expected to generate approximately $3.8 billion in revenue, with some ultra-lightweight protocols nearing or even matching the efficiency of traditional fintech companies in terms of human resources and asset management. Regarding tokenization, ARK estimates that the scale of real-world asset (RWA) tokenization could reach $11 trillion by 2030. By 2025, the scale of related assets has already grown to about $19 billion, benefiting from the on-chain advancement of assets like U.S. Treasuries and gold. Several interviewees emphasized that regulatory clarity will be a decisive variable. Analysts believe that although technology and business models are rapidly maturing, the implementation of custody, compliance, and investor protection rules will determine whether Bitcoin, DeFi, and tokenized assets can truly achieve large-scale mainstream adoption.

Cathie Wood's Ark Invest predicts in its latest report "Big Ideas 2026" that by 2030, the market capitalization of Bitcoin will reach approximately $16 trillion, and the overall cryptocurrency market size will grow to about $28 trillion.Based on the fixed supply of 21 million Bitcoins, this market cap implies that the price of each Bitcoin will reach approximately $761,900, an increase of about 765% from the current price of around $88,000. Ark Invest states that Bitcoin is maturing into a new type of institutional asset class, primarily serving as a means of digital value storage.Currently, Bitcoin held by U.S. spot Bitcoin ETFs and publicly traded companies accounts for about 12% of the total supply. The firm expects Bitcoin to dominate the cryptocurrency market, growing at an annual compound growth rate of about 63% over the next five years.

According to CoinDesk, Ark Invest analyst and portfolio manager David Puell stated that the next phase of Bitcoin will no longer primarily depend on whether investors "believe" in the asset, but rather on how much exposure they are willing to allocate and through which investment tools they choose to participate.With the launch of the 2024 spot Bitcoin ETF and the rapid development of digital asset treasury strategies, Bitcoin has crossed an important threshold, entering a phase of institutional maturity. The combined holdings of ETFs and digital asset treasuries have reached about 12% of the total Bitcoin supply, far exceeding expectations, and have become one of the main drivers of price movements in 2025, a trend that may continue into 2026.As the amount of Bitcoin absorbed by ETFs and corporate treasuries exceeds expectations, the market is entering a more institutionalized phase with lower volatility. Ark Invest remains confident in its long-term valuation framework for Bitcoin. According to the valuation model published by Ark, its prediction for the price of Bitcoin in 2030 is "approximately $300,000 in a bear market scenario; approximately $710,000 in a baseline scenario; and approximately $1.5 million in a bull market scenario."David Puell indicated that driven by the "digital gold" narrative and institutional adoption, the company still expects Bitcoin to reach between $300,000 and $1.5 million by 2030. As volatility decreases and drawdowns narrow, Bitcoin may become increasingly attractive to investors with a lower risk appetite in the next cycle.

According to market news, Standard Chartered Bank predicts in a research report that Bitcoin's underperformance will give Ethereum the opportunity to surpass Bitcoin and reach $40,000 by 2030.Geoffrey Kendrick, Global Head of Digital Asset Research at Standard Chartered Bank, stated, "2026 will be the year of Ethereum, just like 2021. The improved outlook for Ethereum relative to Bitcoin means that the price ratio between these two assets could return to the highs of 2021."The bank noted that investments made through ETFs and digital asset vaults have a smaller impact on Ethereum's price performance compared to Bitcoin. Nevertheless, despite a general weakening of fund flows into cryptocurrency ETFs, their positive impact on Ethereum currently outweighs that on Bitcoin. Additionally, Ethereum developers are working to increase the transaction throughput of the Ethereum blockchain by ten times in the next two to three years, which, if successful, would provide a significant boost to Ethereum.Finally, the passage of the U.S. "Clarity Act" will also be beneficial for Ethereum and its vast on-chain ecosystem. Standard Chartered expects the "Clarity Act" to be passed in the first quarter of 2026. The report reaffirms its price prediction for Bitcoin, stating that Bitcoin's price will reach $500,000 by 2030, while lowering its near-term price target for Ethereum, reducing the 2026 target price from $12,000 to $7,500, and the 2027 target price from $18,000 to $15,000.

Vitalik stated on the X platform that the assertion "bugs are inevitable, you cannot write bug-free code" will no longer hold true in the 2030s.Vitalik believes that while many software will still have bugs (because enhancements in functionality are more important in specific use cases), if developers truly wish to have bug-free code, this goal will be achievable in the 2030s.

According to a report by the Philippine Digital Asset Exchange (PDAX), the market for tokenized assets in the Philippines is expected to reach $60 billion by 2030.The Project Bayani white paper released by PDAX in collaboration with Saison Capital and Onigiri Capital indicates that this forecast encompasses the blockchain tokenization growth of government bonds, stocks, mutual funds, and other investment products. The report notes that over 14% of Filipinos already own cryptocurrency, while the ownership rates for stocks and bonds are only 2.4% and less than 1%, respectively.

According to Cointelegraph, ARK Invest CEO Cathie Wood reiterated the company's optimistic forecast for Bitcoin, maintaining a target price of $1.5 million under the "bull market scenario" for 2030.ARK expects that as the U.S. government shutdown crisis comes to an end, approximately $300 billion in liquidity will return to the market in the next 5-6 weeks. Coupled with the Federal Reserve's plan to end quantitative tightening and shift to quantitative easing on December 1, these factors will alleviate the current "liquidity crunch" affecting the cryptocurrency and AI markets. Wood stated that although the development of stablecoins has diluted some of Bitcoin's role as a safe-haven asset, the unexpected rise in gold prices has offset this impact, keeping her bullish forecast unchanged.

According to Cointelegraph, Chainlink co-founder Sergey Nazarov stated in an interview with MN Capital founder Michael van de Poppe that decentralized finance (DeFi) has currently completed about 30% of the large-scale adoption process, and it is expected to reach a 100% global adoption rate by 2030.Nazarov pointed out that when regulatory frameworks are clearer and can explain the reliability of DeFi, the global adoption rate will reach 50%; when institutional users have a clear and efficient path to invest funds into DeFi, the adoption rate will reach 70%; and when the capital base of DeFi can be meaningfully compared to traditional financial allocations, a 100% adoption rate will be achieved.

According to Jinshi, U.S. Treasury Secretary Yellen stated that by 2030, the scale of stablecoins could grow from $300 billion to $3 trillion.