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.
Bitcoin, Ethereum, Solana, and XRP Crypto ETFs Could See Increased Demand
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.
AUM Could Exceed $400 Billion Year-End 2026
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.
The number of crypto ETFs is also expected to increase in 2026, with BlackRock’s Bitcoin premium-income ETF among the funds that could launch next year. Bitwise has also predicted that over 100 crypto-linked ETFs will launch in the U.S. next year.
The asset manager alluded to the SEC’s generic listing standards, which allow ETF issuers to launch crypto funds under a general set of rules. “A clearer regulatory roadmap in 2026 is why we see the stage being set for ETF-palooza,” Bitwise added.
