Ark Invest is doubling down on its Bitcoin price prediction, now forecasting a range between $300,000 and $1.5 million by 2030. The firm argues that Bitcoin’s narrative is shifting from pure speculation to institutional allocation, thanks to structured investment tools and declining volatility.
Spot Bitcoin ETFs and corporate treasury programs now hold roughly 12% of BTC’s circulating supply. This absorption has become a defining force behind 2025 and early 2026 price behavior. David Puell, Ark’s analyst, emphasized that Bitcoin’s next chapter will be shaped by allocation decisions, not belief. Investors now have regulated, liquid, and institution‑friendly vehicles to gain exposure, reducing barriers that once limited participation.
Ark’s valuation model continues to project: $300,000 in a bear‑case scenario, $710,000 as the baseline, and $1.5 million in a high‑adoption cycle. Puell added that Bitcoin’s volatility profile is steadily compressing, with narrower retracements and more stable price structures making the asset increasingly appealing to investors with lower risk tolerance.
Meanwhile, regulatory delays have introduced fresh uncertainty. The U.S. Senate Banking Committee’s decision to delay the Digital Asset Market CLARITY Act has triggered industry backlash. Coinbase’s withdrawal of support intensified tensions, though firms such as Ripple, Circle, Kraken, and a16z continue to push for a workable regulatory path. The delay has already affected markets, with Coinbase stock falling more than 3% and several crypto‑exposed companies seeing similar declines.
Yet Bitcoin remains comparatively insulated. As a decentralized asset with no issuer, it is less vulnerable to regulatory shifts targeting intermediaries. Prolonged delays may even strengthen Bitcoin’s appeal as a politically neutral store of value.
Despite regulatory noise, institutional appetite is rising. Spot Bitcoin ETFs recorded $1.7 billion in inflows over three trading days, marking the strongest surge of 2026. BlackRock’s IBIT led with $648 million, followed by Fidelity’s FBTC at $125 million. The Crypto Fear & Greed Index has returned to “greed” territory for the first time since October, reflecting renewed confidence.
Bitcoin’s 4‑hour chart now shows a bullish flag formation following a rally from the $90,000 region. Price is retesting the $95,150 support zone, aligning with the flag’s lower boundary. A spinning‑top candle and RSI cooling to 64 indicate consolidation rather than weakness. The 21‑EMA crossing above the 50‑EMA reinforces upward momentum. A breakout above $95,524 could trigger a measured move toward $101,000, with interim resistance at $97,700 and $99,000.
Ethereum and Solana are also showing constructive setups, hinting at broader market strength. As Bitcoin stabilizes and institutional demand accelerates, the long‑term trajectory remains firmly upward.
