Web3 infrastructure market seen topping $29 billion by 2030

The Business Research Company says the web3 infrastructure market will grow from 2025 to 2030 at a 39% CAGR, driven by demand for decentralized apps, enterprise blockchain adoption and digital identity tools. The report also shows a fragmented competitive field, with ConsenSys holding the largest 2025 share at 3%.

Why it matters: - Web3 infrastructure is moving from niche tooling to a larger layer of the blockchain economy. - The market is forecast to exceed $29 billion by 2030, creating room for vendors in software, services and hardware. - Growth in decentralized applications, enterprise blockchain use and digital identity systems is expanding demand for scalable and interoperable infrastructure.

What happened: - The Business Research Company released its Web3 Infrastructure Global Market Report 2026 with forecasts through 2035. - The report says the market will add more than $22 billion in value between 2025 and 2030. - Software will account for $12 billion of that growth, while services will add $6 billion and hardware $4 billion. - The report says the market will grow at a 39% CAGR through the forecast period. - North America is projected to remain the largest regional market by 2030 at $9.6 billion. - The U.S. is projected to reach $8.5 billion by 2030.

The details: - The web3 infrastructure market remains highly fragmented. - In 2025, the top 10 companies are expected to generate only 9% of total market revenue. - ConsenSys Inc. is projected to hold the largest 2025 share at 3%. - Chainlink Labs Ltd. and Coinbase Inc. are each projected at 2%. - Alchemy Technologies Inc. and Blockdaemon Inc. are each projected at 1%. - QuickNode Inc. and OKX Technology Services Inc. are projected at 0.4% each. - Ledger SAS is projected at 0.3%, Safe Global Inc. at 0.2% and Nansen Inc. at 0.1%. - The software segment is projected to make up 52% of the market by 2030, or about $15 billion. - Market segments include on-premises and cloud deployment. - Application areas include DeFi, NFTs, gaming, supply chain management, identity management and other uses. - End users include financial institutions, government and public sectors, DAOs, community networks, individual users and wallet holders. - The report lists major participants including ConsenSys, Chainlink Labs, Coinbase, Alchemy Technologies, Blockdaemon, QuickNode, OKX Technology Services, Ledger, Safe Global and Nansen. - The report also names suppliers such as NVIDIA, AMD, Intel, TSMC, Samsung Electronics, SK hynix, Micron and Broadcom. - Distributors named in the report include Arrow Electronics, Avnet, TD SYNNEX, Ingram Micro, WPG Holdings, Redington and Westcon Group.

Between the lines: - The low concentration suggests no single company controls web3 infrastructure, which keeps pricing and product differentiation competitive. - Companies with developer tools, node infrastructure and blockchain APIs appear best positioned because those products sit close to application growth. - Cross-chain interoperability is emerging as a key battleground because blockchain networks still need better connectivity. - Chainlink Labs introduced its cross-chain interoperability protocol, or CCIP, in May 2025 to support secure messaging and token transfers between chains. - The report also points to AI-driven blockchain technologies as a way to improve automation and operational efficiency. - Venture capital investment is helping North America keep the lead, alongside enterprise adoption and growth in digital asset and DeFi ecosystems.

What's next: - The report expects software to stay the dominant revenue segment through 2030. - Future growth should come from better network security, scaling tools, decentralized computing and storage, and more interoperable protocols. - The report highlights TAM analysis, market attractiveness scoring, company scoring matrices and updated forecasting dashboards in its 2026 edition. - The Business Research Company says its new report features updated graphics, hotspots analysis and future trend coverage.

The bottom line: - Web3 infrastructure is still fragmented, but the market is scaling quickly and rewarding vendors that can make blockchain networks easier to connect, secure and deploy.