JPMorgan: Institutional Capital to Drive Crypto Market Growth in 2026

KuCoinFlash

Release Time:01/15/2026 00:46:49

Summary

On January 15, JPMorgan highlighted that the Markets in Crypto-Assets (MiCA) regulation in the EU and regulatory clarity in the U.S. could boost institutional participation in crypto by 2026. The firm noted that CFT (Crypto-Asset Fund Tokens) measures and stablecoin oversight under MiCA may influence institutional flows into ETFs, M&A, and infrastructure. Retail investors led inflows in 2025, but decentralized autonomous token (DAT) transactions accounted for over half the volume. JPMorgan expects institutional capital to drive the next market upturn as the de-risking process nears completion.

BlockBeats news: On January 15, JPMorgan stated that after the crypto market recorded a record inflow of approximately $130 billion in 2025, capital is expected to increase further in 2026, with institutional investors becoming a stronger driving force.

The report pointed out that the United States' advancement of crypto legislation (such as the Clarity Act) is expected to encourage institutions to increase their presence in areas such as ETFs, M&A, IPOs, stablecoins, and infrastructure.

Looking back at 2025:

Funds are mainly flowing into BTC and ETH spot ETFs, leaning towards retail investors;
The Digital Asset Treasury (DAT) company contributed more than half of the inflows (approximately $68 billion), but there was a noticeable slowdown in the second half of the year;
Crypto venture capital sees a slight recovery but remains weak, with early-stage projects facing funding pressures.

Looking ahead to 2026, JPMorgan believes the de-risking phase is nearing its end, and institutional capital is expected to become the core driving force behind the next round of cryptocurrency market recovery.

Source:Show original

Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information. Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.