-
Bitwise has predicted that ETFs will purchase more than 100% of the new supply for BTC, ETH, and SOL.
-
XRP ETFs could also see significant demand as they maintain their inflows streak.
-
Bitfinex analysts predict that the AUM of crypto ETPs could exceed over $400 billion by year-end 2026.
Bitwise and Bitfinex analysts have predicted that the crypto ETFs could see increased adoption next year. This is bullish for crypto assets such as Bitcoin, Ethereum, XRP, and Solana, which could reach new highs on the back of new inflows into their respective ecosystems.
As part of the Bitwise 2026 predictions, the crypto asset manager stated that ETFs will purchase more than 100% of the new supply for Bitcoin, Ethereum, and Solana as institutional demand accelerates. Bitwise noted that since crypto funds launched in 2024, BTC ETFs have bought over 710,777 bitcoin, while the network has produced 363,047 new BTC over the same period.
Bitwise predicts that 2026 will be the year that most institutional investors can access crypto ETFs. The ETF issuer noted that top firms such as Morgan Stanley, Merrill Lynch, and Vanguard recently approved crypto ETF access for retail investors, a move that would further boost the adoption of these funds.
The asset manager also outlined an estimate of how much new supply of Bitcoin, Ethereum, and Solana could hit the market. At current prices, they estimate that 166,000 BTC ($15.3 billion), 960,000 ETH ($3 billion), and 23 million SOL ($3.2 billion) will hit the market next year.
Bitwise reiterated that they think crypto ETFs will buy more than for each of these assets. Meanwhile, it is worth noting that XRP ETFs have seen impressive demand since their launch, suggesting they could also see increased demand alongside BTC, ETH, and SOL next year.
The XRP funds have notably recorded daily net inflows since the launch of the first spot XRP fund last month. CoinShares data show that U.S. XRP spot funds have seen $1.07 billion in inflows since their launch, while $2.8 billion has left BTC funds during this period.
Bitfinex analysts predict that assets under management (AUM) for crypto ETPs could exceed $400 billion by the end of 2026. This means that crypto ETFs could see a significant surge in their AUM next year.
Bitfinex noted that institutional adoption continues to deepen with these ETPs now the primary access point for crypto assets as regulatory barriers fall and sovereign interest grows. With the AUM of these ETPs at just over $200 billion, these analysts expect it to double, a move that they claim will reinforce Bitcoin’s shift toward a mature, macro-sensitive asset with longer, less volatile cycles.