ARK Invest projects a $22 trillion crypto and tokenization market by 2030, signaling rising institutional confidence in blockchain infrastructure.
BitGo’s successful IPO contrasts with heavy Bitcoin ETF outflows, reflecting uneven risk appetite across crypto investment vehicles.
Regulatory momentum in Thailand and high-profile DeFi investments show innovation continuing despite near-term volatility.
The crypto market is navigating through a mix of long-term optimism and short-term caution, as fresh forecasts, regulatory developments, capital market activity, and shifting fund flows redefine investor sentiment.
In its latest report, Big Ideas 2026, ARK Invest presented a huge vision for the future of finance based on blockchain technology.
The company thinks that by 2030, the total crypto networks and tokens representing real-world assets could go over $22 trillion, backed by institutions, mature infrastructure, and clear regulations.
ARK highlighted tokenization as a dramatic change in finance rather than a minor application. The company forecasts that by 2030, the market of tokenized assets will reach $10-$12 trillion.
This would represent an exponential growth from the sub-$20 billion tokenized real-world asset market recorded at the end of 2025.
BitGo raised $212.8 million for its IPO after pricing shares at $18, above its initial range. The listing values the Palo Alto-based firm at approximately $2.08 billion.
BitGo's debut coincides with a period of regulatory uncertainty in the US, where the government is negotiating new regulations that could reshape the crypto markets completely.
Moreover, the decline in the value of cryptocurrencies and cautious investor sentiment have also made capital raising more difficult, raising the stakes for upcoming IPOs such as Grayscale and Kraken.
Despite headwinds, BitGo’s profitability and diversified revenue from custody, trading, staking, and services succeeded in attracting the interest of investors.
Also Read: ETH Predominance Signal Shows Potential Rally: What’s the Truth?
Asset manager Strive, co-founded by Vivek Ramaswamy, announced plans to raise $150 million through a preferred stock offering to reduce debt and acquire more Bitcoin.
The move follows Strive’s agreement to acquire Semler Scientific, which will add over 5,000 BTC to its treasury.
Once completed, Strive’s Bitcoin holdings are expected to approach 12,800 BTC, reinforcing the trend of balance-sheet-driven crypto accumulation that has gained momentum over the past two years.
Thailand's Securities and Exchange Commission plans to introduce comprehensive regulations on digital asset-related products and activities this year.
The Bangkok Post reported on Thursday that the Thai SEC plans to issue formal guidelines supporting the formation of crypto ETFs and the introduction of crypto futures trading on the Thailand Futures Exchange (TFEX).
SEC Deputy Secretary-General Jomkwan Kongsakul said that the agency views crypto ETFs as particularly attractive to investors because they eliminate concerns over hacking and wallet security.
According to SoSoValue, the Bitcoin spot ETF saw a total net outflow of $708.71 million yesterday. VanEck's ETF HODL saw the highest net inflow of $6.35 million.
While BlackRock's ETF IBIT saw the highest net outflow of $356.64 million.
As of the time of publication, the total net asset value of Bitcoin Spot ETFs is $116.48 billion, with an ETF net asset ratio of 6.46%. The historical cumulative net inflow has reached $56.63 billion.
Also Read: Bitcoin Price Holds Around $89,500 Despite Market Uncertainty
Tron founder Justin Sun invested $8 million in River Protocol on Wednesday, a day before its RIVER token surged 24% to around $48.
The token’s market cap is around $900 million, with a circulating supply of 19.6 million tokens from a total supply of 100 million, according to CoinGecko.
The investment announcement came as CoinGlass warned that RIVER’s futures volume was 80 times spot, a condition the firm’s analysts described as “engineered” price action.
1. Why is ARK’s $22T forecast significant?
It signals expectations that crypto and tokenization will move from niche use cases to core financial infrastructure by 2030.
2. What does BitGo’s IPO indicate for crypto firms?
It shows profitable, diversified crypto companies can still access public markets despite regulatory and market headwinds.
3. Why are Bitcoin ETF outflows rising?
Short-term risk aversion and price volatility are pushing institutions to reduce exposure despite long-term inflows remaining positive.
4. How is Asia shaping crypto regulation?
Thailand’s push for crypto ETFs and futures highlights Asia’s move toward regulated, investor-friendly digital asset markets.
5. Why did Justin Sun’s DeFi investment raise concerns?
The sharp token rally alongside extremely high futures volume suggests leverage may be driving price action rather than organic demand.
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