ARK Invest Management LLC, a well-known global provider of ETFs, has recently launched its annual research report “Big Ideas 2025: Unlocking Exponential Growth Through Disruptive Innovation.”
The study addresses the topic of transformative technological innovations, focusing on how these can drive the next wave of global economic growth.
Inside it, we find two insights related to the AI world and Bitcoin: are you ready to take a dive into the future?
Let’s see all the details below.
The highlights of the ARK Invest report: a strong global economic expansion is coming
According to ARK Invest in the Big Ideas report, the world would be on the verge of embarking on a major phase of economic growth.
The American company, which manages investments of 30.2 billion dollars (AUM), believes that the expansion will be driven by five platforms of technological innovation.
These include artificial intelligence, robotics, energy storage, public blockchains, and multiomic sequencing.
In particular, ARK Invest highlights how these activities could support exponential progress in all sectors of the world, acting as a catalyst for an epochal change in productivity.
It is estimated that disruptive innovations could capture more than two-thirds of the global stock market, with a compound annual growth rate (CAGR) of 38% until 2030.
The market value of the 5 sectors in question could even surpass that of the so-called “mag6” group, namely the magnificent Microsoft, Nvidia, Meta, Apple, Amazon, and Alphabet.
ARK maintains at the same time that all those companies that do not adapt to technological changes will be suppressed by progress itself with increasingly lower competitiveness margins.
Regarding the Big Ideas report, Rahul Bhushan, Global Head of Index at ARK Invest, commented as follows:
“The latest research by ARK explains how converging technologies not only disrupt sectors but also redesign global economic value chains. Investors who position themselves early on these high-growth themes have the opportunity to participate in the next era of transformative capital creation.”
Cathie Wood, CEO of ARK Invest, will be featured in a webinar event on February 25 where she will present the group’s latest research. At the end of the webinar, the famous entrepreneur will answer guests’ questions regarding the topic of scientific evolution and its revolutionary implications. You can register at this link.
The role of AI agents in business interactions and workflows
Within the ARK Invest report, there is a section dedicated to the world of AI where it is explained how this technology will play a key role in human-computer interactions and workflows.
According to what is described, artificial intelligence will facilitate the acceleration in the global adoption of hardware and software, to the point of becoming a primary need.
Thanks to this mainstream spread, OpenAI could surpass 10 billion dollars in revenue by 2025, with an operating margin in clear growth.
Compared to social platforms, companies working on AI have a much faster monetization time with the same revenue.
The strong spread of ChatGPT, flagship product of Sam Altman‘s company, will also stimulate a rapid demand for a series of new disruptive technologies.
ARK Invest also focuses on the theme of AI agents, studying how these new automated entities will significantly enhance research activities and work practices.
The way these systems allow saving time and energy, will strongly impact the habits of consuming information online.
In practice, a large part of the world’s population will begin to delegate any activity that requires the intermediation of search channels, ending up being completely subjugated by AI technology.
Just to give some examples, ARK Invest predicts that AI-mediated advertising will capture more than 54% of the digital advertising market, reaching 1.1 trillion dollars in 2030.
Online shopping will increasingly be driven by artificial intelligence agents that will guide consumer choices for 9 trillion dollars by 2030.
In a similar context, digital wallets will take over traditional solutions, representing 72% of all e-commerce transactions in the coming years.
In the enterprise sector, AI agents will increase productivity through software, reducing onboarding and hiring costs, as well as workstation-based software costs.
On one hand, all these forecasts are promising for a great increase in global productivity, but on the other hand, they make us reflect on the potential progressive reduction of human intellect, which will be increasingly subjected to virtual chatbots.
ARK Invest on Bitcoin and the concept of Sound Money: where will the cryptocurrency be in 2030?
Speaking of disruptive technologies, ARK Invest could not fail to mention the most bullish and revolutionary electronic currency of the last decade.
According to the analysts of the investment company, Bitcoin represents a Sound Money asset, with enormous advantages compared to traditional fiat currencies.
The main components of cryptocurrency are digital scarcity, its internal sicurezza, and its ability to adapt as an exchange currency for every need.
ARK Invest, which provides ETF solutions to investors all over the world, discussed the debut of spot BTC exchange-traded funds in 2024, highlighting their great success.
In just 11 months, Bitcoin ETFs have matched the inflow value recorded by gold ETFs (launched in 2011) in over 86 months of trading, reflecting the great global interest in the orange coin.
By now Bitcoin seems to have surpassed that phase of inexperience from its early years and is approaching becoming an institutional character asset.
In this regard, the report highlights how Bitcoin tends to reduce its annual volatility, while still offering returns above the average of other asset classes.
This feature will help the cryptocurrency to be increasingly conceived as an investment asset, capable of combating inflation and acting as a safe haven.
In its report, ARK Invest also published its forecasts on the price of Bitcoin for 2030, highlighting its bull potential.
In the Bear Case scenario, Bitcoin will have an annual growth rate of 21%, and it will be priced above 300,000 dollars.
In the Base Case scenario, the growth rate will rise to 40%, projecting its market value above 700,000 dollars per coin.
In the Bull Case scenario, we will see an incredible CAGR rate of 58% annually, such as to elevate its price to 1.5 million dollars.
These price targets are defined by a series of factors that can influence the trajectory of Bitcoin to varying degrees, as shown in the figure.
