2026 Will be a Year of Growth for Crypto ETFs: Analysts
The post 2026 Will be a Year of Growth for Crypto ETFs: Analysts appeared on BitcoinEthereumNews.com.
Crypto exchange-traded funds (ETFs) are set to explode in 2026, with over 100 new ETF filings expected and billions of dollars in net inflows pouring into the investment vehicles, according to analysts. Senior Bloomberg ETF analyst Eric Balchunas forecast a base case of $15 billion in capital flows in 2026 and as much as $40 billion if market conditions improve. The US Federal Reserve is “probably” going to lower the interest rate in 2026, pushing net inflows toward the mid or upper limits of the estimate, Balchunas told Cointelegraph. Weekly inflows to crypto ETFs in 2025. Source: CoinShares ETF investors have also become a structural price support for Bitcoin (BTC), he said, adding that Bitcoin ETF holders held strong during the market drawdown and that long-term Bitcoin natives, also called “OGs,” were to blame for the recent selling pressure. He said: “Only 4% of the assets exited in this recent 35% drawdown; 96% of the assets hung tough. In some weeks. There were even inflows. But all told, that’s pretty good because if you think about it, a 35% drawdown is the equivalent of 2008, for equities. That’s a lot to stomach, and I think they really showed their mettle,” Balchunas said. He attributed the discipline among ETF holders to higher levels of financial education and long-term investment horizons. The Bitcoin US ETF cost basis, the price US BTC investors paid to buy the ETFs, continues to be a structural support level for its price. Source: Andre Dragosch Balchunas told Cointelegraph that one of the main things to watch in 2026 is increased crypto ETF allocation by institutional investors, pension funds, sovereign wealth funds, registered investment advisers and endowments. “That’s where all the real money is,” he said. Related: Spot Bitcoin ETFs record $457M inflows in ‘early positioning’ push Regulatory…
Filed under: News - @ December 26, 2025 11:24 pm