According to The Block, JPMorgan analysts predict that after a record inflow of nearly $130 billion in 2025, the cryptocurrency market will see even greater capital inflows in 2026, primarily driven by institutional investors. Analysts noted that new regulatory measures in the U.S., such as the "Clarity Act," are expected to encourage institutional adoption of digital assets and stimulate venture capital, M&A, and IPO activity in areas such as stablecoin issuers, payment companies, exchanges, and custody solutions. The 2025 inflows were mainly driven by Bitcoin and Ethereum ETFs and purchases by Digital Asset Treasuries (DAT), with DAT contributing approximately $68 billion, accounting for more than half of the total inflows. However, since October of last year, major holders such as Strategy and BitMine have significantly slowed their cryptocurrency purchases.
JPMorgan Forecasts Increase in 2026 Crypto Inflows, Driven by Institutional Investors
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Summary
JPMorgan forecasts stronger cryptocurrency inflows by 2026, driven primarily by institutional investors. New regulations, such as the U.S. Transparency Act, are expected to enhance liquidity and the overall crypto market, encouraging increased capital flows into stablecoins, exchanges, and custody services. In 2025, Bitcoin and Ethereum ETFs, along with DAT purchases, fueled inflows, with DAT alone adding $68 billion. However, since October, major holders such as Strategy and BitMine have reduced their buying activity. Macroeconomic shifts could still lead to volatility in the sector driven by broader economic factors.
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