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ToggleAfter months of volatile trading, Bitcoin (BTC) appears to be poised for an unprecedented "supercycle."
With the recent surge, Bitcoin has jumped 30% from its previous low of $60,000. Although it is still some distance from the all-time high of $126,000 set in 2025, recent geopolitical signals from Washington have provided strong fuel for this rally.
US officials unanimously support: BTC is the new gold, and China is secretly stockpiling it.
This surge not only coincided with the strengthening of US stocks, but was also accompanied by surprising statements from high-ranking US political and economic officials. US Defense Secretary Pete Hegseth recently hinted that China may be "secretly hoarding Bitcoin," sparking strong market expectations of a "digital gold reserve war" between the two countries.
Meanwhile, incoming Federal Reserve Chairman Kevin Warsh publicly declared that Bitcoin has become "new gold." Fueled by these positive macroeconomic factors, Wall Street institutions have given extremely astonishing valuation predictions for Bitcoin's future.
Ark Invest: Bitcoin's market capitalization will explode to $16 trillion by 2030.
Ark Invest, led by legendary investor Cathie Wood, stated in a recent research report that Bitcoin, as a leader in a new institutional asset class, has reached a mature mindset. The researchers boldly predict that an upcoming price surge will propel Bitcoin's market capitalization to $16 trillion by 2030.
"Bitcoin will likely dominate the market capitalization of cryptocurrencies, climbing at a compound annual growth rate (CAGR) of approximately 63% over the next five years, soaring from nearly $2 trillion currently to $16 trillion by 2030."
Ark analysts further predict that, led by Bitcoin, the broader cryptocurrency market capitalization will reach $28 trillion by 2030 (currently around $2.8 trillion). The report indicates that Bitcoin will account for 70% of the entire market, with the remainder shared by Ethereum and smart contract networks such as Solana.
In fact, Cathie Wood had previously predicted that Bitcoin's price would reach $300,000 to $1.5 million by 2030, serving as the ultimate safe-haven asset against fiat currency devaluation and deflation caused by the AI revolution.
Wall Street giants ignite the fire: the "tokenization supercycle" has only just begun.
In addition to becoming digital gold, the next wave of explosive growth for Bitcoin and the crypto market will come from capturing approximately 40% of the total market capitalization of gold, as well as the "tokenization" of traditional stocks and other assets.
During last week's earnings call, Robinhood CEO Vlad Tenev stated that the market is at the "beginning of a tokenization supercycle." He was referring to the massive trend of tokenizing all real-world assets (RWAs), from commodities, stocks, bonds, and real estate to currencies, using blockchain technology. To this end, Robinhood has rapidly launched its own crypto wallet and blockchain over the past year, and has begun selling tokenized shares.
Larry Fink, CEO of BlackRock, the world's largest asset manager, echoed this view in his March letter to shareholders. He pointed out that half the world's population has digital wallets on their phones.
"Imagine if this digital wallet could make long-term investments in various companies as easy as sending a message. Tokenization will accelerate this future by upgrading the underlying pipeline of the financial system—making investments easier to issue, easier to trade, and easier to access."
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