Standard Chartered analysts suggest that the layer-2 network Arbitrum may become a top performer in the digital asset sector by 2030. The bank highlights the network's ability to capture 10% of net protocol revenue from projects built on its infrastructure as a key driver for long-term growth.
The launch of Robinhood Chain in July is cited as a significant factor in this shift. Arbitrum is currently on track to generate $5 million in revenue for September, which is more than five times the amount recorded prior to the integration of the brokerage's chain.
Geoff Kendrick, head of digital assets research at Standard Chartered, projects the ARB token could reach $10 by 2030. This forecast implies a 70-fold increase from current levels, potentially outpacing the bank's expectations for Bitcoin and Ether over the same period.
The bullish outlook relies on the expansion of tokenized real-world assets, which currently hold a cumulative value of nearly $39 billion. The bank estimates that the total market for tokenized assets could grow to $4 trillion by the end of 2028 as financial institutions move assets onchain.
Despite the optimistic forecast, the bank identifies potential risks to the ARB price trajectory. These include increased competition from alternative blockchain networks and a slower rate of adoption for asset tokenization across the traditional financial industry.
