ARK's 'Big Ideas 2026' full report spans over 80 pages. We've distilled the four key areas worth paying attention to: AI infrastructure, Bitcoin, tokenized assets, and DeFi applications. The report highlights that the rapid decline in AI inference costs and explosive demand will drive the accelerated expansion of global data centers, with related capital expenditures potentially reaching $1.4 trillion by 2030. On Bitcoin, institutions are increasingly viewing it as a new strategic asset class; the tokenized asset market is expected to surpass $11 trillion by 2030. Meanwhile, Ethereum remains the core settlement layer for on-chain assets.