Analysts predict significant growth for crypto exchange-traded funds (ETFs) in 2026, anticipating over 100 new ETF filings and potential net inflows reaching up to $40 billion. The surge in the ETF market is attributed to expected regulatory clarity in the United States and a probable decrease in interest rates, which could drive investor confidence.
Senior ETF analyst Eric Balchunas from Bloomberg estimates a base capital flow of $15 billion under normal conditions, with the possibility of higher inflows if market circumstances improve. He noted that the recent resilience of Bitcoin (BTC) ETF holders during market fluctuations has contributed to price stability.
Balchunas emphasized that long-term investors, often referred to as "OGs," have played a crucial role in maintaining asset levels, with only 4% of assets exiting during a recent 35% market drawdown. He encouraged watching for increased allocations to crypto ETFs by institutional investors, stating, "That's where all the real money is."
Furthermore, the potential passing of the CLARITY Act by US lawmakers could enable a wave of new crypto ETF products, bolstering the market further in 2026, according to Fabian Dori, chief investment officer at Sygnum Bank.