ARK Invest sees Bitcoin near $800,000 by 2030 and warns of rising Nvidia competition

Beincrypto reports ARK Invest’s Big Ideas 2026 report predicts the Bitcoin market cap could rise from about $2 trillion to $16 trillion by 2030—implying roughly $800,000 per BTC—and warns that Nvidia may face growing competition in AI hardware. ARK says Bitcoin’s behavior changed meaningfully in 2025, with smaller drawdowns, lower volatility and improved risk‑adjusted returns measured by the Sharpe ratio, supporting its view that Bitcoin is acting more like a long‑term store of value.

The firm projects the total crypto market could reach $28 trillion by 2030 and expects Bitcoin to make up about 70% of that value. ARK also trimmed expectations for Bitcoin as an emerging‑market safe haven due to the rise of dollar‑backed stablecoins and increased its “digital gold” assumption after gold’s market cap surged in 2025.

On Nvidia, ARK expects global AI infrastructure spending to top $1.4 trillion by 2030, driven mainly by servers, but highlights a shift toward total cost of ownership that opens the door to custom chips and ASICs. Competitors named include AMD, Broadcom, Amazon’s Annapurna Labs and Google’s TPU platforms; ARK’s data show Nvidia’s newest GPUs are among the most powerful yet also among the most expensive to run, creating pricing pressure that could limit margin expansion.

Key Topics

Crypto, Bitcoin, Ark Invest, Nvidia, Ai Chips, Stablecoins