Standard Chartered says Arbitrum could outperform Bitcoin, Ether through 2030
Reported by Cointelegraph · AI-assisted summary by ChikoCorp AI News Desk
AI-generated summary based on the linked source; not independently verified. This is not investment advice. Verify market-moving details at the original publisher before acting. See our editorial policy, AI content policy, and financial disclaimer.
Summary
Standard Chartered predicts that Arbitrum, a layer-2 blockchain network, could outperform Bitcoin and Ether in returns through 2030 due to increasing asset tokenization by traditional financial firms. Geoff Kendrick, the bank’s global head of digital assets research, highlights Arbitrum’s revenue model, receiving 10% of protocol revenue from companies building on it, with Robinhood Chain cited as a key driver of recent growth. Kendrick forecasts Arbitrum's native token ARB could rise to $10 by 2030, a roughly 70-fold increase from current levels.
Why it matters
The note emphasizes that the rise of tokenized real-world assets and adoption by traditional financial institutions could transform Arbitrum into a major revenue-generating blockchain beyond crypto-native activity. This suggests a shift in how blockchain networks might generate value and impact markets, driven by broader onchain asset usage.
Key context
Standard Chartered’s bullish outlook is tied to the expected growth of tokenized assets, projected to reach $4 trillion by 2028, according to the bank. The economics of Arbitrum reflect its protocol revenue participation from networks like Robinhood Chain, which has significantly increased current revenue rates. The bank has previously cited tokenization growth as a positive factor for other decentralized finance players like Chainlink.
Key numbers and entities
Standard Chartered, Geoff Kendrick (global head of digital assets research), Arbitrum, ARB token, Robinhood Chain, Bitcoin (BTC), Ether (ETH), tokenized assets valued near $39 billion currently, projected $4 trillion tokenized assets by 2028, ARB price forecast up to $10 by 2030, current ARB price around $0.14, ARB gained 86% in the past month.
What remains unclear
The note does not provide detailed assumptions underlying the $10 ARB price target or the timeline of asset tokenization growth. It also lacks specifics on how competition from other blockchains could affect Arbitrum’s market share. The extent to which financial institutions will adopt Arbitrum versus alternative networks remains uncertain.