CoinShares CEO Jean-Marie Mognetti has outlined an ambitious roadmap for the future of digital assets, predicting that the crypto market could attract as much as $18 trillion by the end of this decade. The projection is based on rising institutional demand, the growing role of ETFs, and the return of banks to the sector after years of hesitation.
At present, only a fraction of global wealth is allocated to crypto. Surveys show that while institutional portfolios manage trillions in assets, less than 0.1% is in digital assets. Yet interest is strong, with 85% of large fund managers expressing plans to gain exposure.
Many aim to allocate around 5% of their portfolios to crypto, a shift that would dramatically expand market size. If these allocations materialize, CoinShares estimates that the industry could scale 50 to 100 times from today’s levels.
CoinShares is among the first firms pushing for an XRP exchange-traded fund in the United States. The company, already having pioneered through Europe crypto ETFs since the year 2014, thinks that XRP enjoys significant retail depth and liquidity potential that can compete with previous products that were associated with Ethereum and Bitcoin.
If approved, the XRP ETF would be among the largest debuts within the industry, granting new access to U.S. funders.
In addition to XRP, Solana, and Ethereum are solid candidates for ETF gains. Ethereum already experienced significant inflows after the US stablecoin regulation, and Solana enjoys solid venture backing and is growing institutionally.
The way that CoinShares will differ is by providing products that provide extra value instead of direct competition with U.S. financial giants.
Another key theme that is evident in Mognetti’s comments is the return of banks to digital assets. More than 16 banks, such as Stifel and KBW, are studying how to offer crypto services to customers. The move is a result of years of slow withdrawal that was triggered by uncertainty over regulation.
Now that better frameworks are coming into existence, especially with stablecoins, banks will be pondering crypto inclusion with retirement accounts and into mainstream financial products.
The momentum is that banks will potentially emerge as very busy players in digital assets within 12 to 18 months. That will not only introduce new liquidity but will also gain ground, getting mainstream adoption faster. By 2030, ETF allocations globally can go to $25–30 trillion, and crypto will establish a permanent position among commodities and private credit.
Also Read: XRP Set to Explode: Can It Shatter the $3 Barrier by 2025