Standard Chartered: Arbitrum Could Outperform Bitcoin by 2030
BITmarkets Team
Sep 22, 2026
In a research note, Geoff Kendrick, Standard Chartered’s global head of digital assets research, highlighted Arbitrum’s revenue model as a key source of potential growth. The network receives 10% of the net protocol revenue generated by companies building their own networks on its infrastructure, with Robinhood Chain representing the first major example.
Robinhood Chain boosts Arbitrum revenue
According to Kendrick, the launch of Robinhood Chain has already significantly changed Arbitrum’s economics. At its current pace, Arbitrum is expected to generate approximately $5 million in revenue in September, more than five times the level recorded before Robinhood Chain launched in July.
Kendrick expects increasing network revenue to support ARB over the coming years, with Standard Chartered projecting that the token could reach as high as $10 by 2030. Compared with its current price, that would represent an increase of roughly 70 times and would substantially exceed the bank’s projected returns for Bitcoin and Ethereum over the same period.
ARB was trading at approximately $0.14 on Tuesday after gaining 86% over the previous month, according to CoinGecko. However, Kendrick identified the main risks to the forecast as “a slower-than-expected pace of asset tokenization and more competition from alternate blockchains.”
Tokenized assets could drive Arbitrum growth
Standard Chartered’s outlook for Arbitrum is closely linked to the continued expansion of tokenized real-world assets, which have reached a combined value of nearly $39 billion. The bank expects the tokenized asset market to grow substantially over the next few years. Kendrick reiterated Standard Chartered’s forecast that tokenized assets could reach $4 trillion by the end of 2028 as banks, asset managers and other traditional financial institutions increasingly move assets onchain.
Arbitrum could benefit from this trend by providing infrastructure that allows companies to develop their own layer-2 networks while generating revenue from their activity.
Standard Chartered sees wider tokenization opportunity
Arbitrum is not the only part of the digital asset market that Standard Chartered expects could benefit from increasing tokenization. The bank has also cited the expansion of tokenized real-world assets as an important factor in its positive long-term outlook for Chainlink and the broader decentralized finance sector.
As more traditional financial assets move onto blockchain networks, infrastructure providers that connect institutions with onchain markets could gain an increasingly important role in the digital asset ecosystem.
Sources:
https://www.coingecko.com/en/coins/arbitrum?chart=type%3Dprice%26mode%3Dline%26timeframe%3Dd30
https://cointelegraph.com/news/standard-chartered-arbitrum-arb-price-10-2030
