JPMorgan forecasts $130 billion Bitcoin ETF inflows in 2026

JPMorgan analysts predict a substantial increase in crypto-focused ETF inflows by 2026, surpassing 2025 levels. Last year saw record-high capital inflows of $130 billion into the crypto market through ETFs, driven by interest in digital asset treasuries (DATs).

Key Insights

In 2025, Bitcoin and Ethereum ETFs attracted significant retail investor interest.
Institutional investor participation via CME futures for Bitcoin and Ethereum decreased compared to 2024.
Over half of 2025's total digital asset inflows ($68 billion) came from DAT companies.
Other DATs acquired $45 billion in digital assets, a sharp increase from $8 billion in 2024.
Crypto venture capital funding showed modest growth but remained lower than 2021-2022 peaks.

Future Projections

A rebound in institutional crypto flows is expected in 2026 with new regulatory measures like the Crypto Market Structure Bill (CLARITY Act) potentially boosting institutional adoption.
Delays in bill passage due to withdrawal of support from key industry players like Coinbase, citing detrimental provisions.

Bitcoin is currently trading at $96,050, with a 10% gain over the last two weeks as market inflows continue to rise.

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