Optimistic Predictions for Crypto ETFs
As the US prepares to celebrate the second anniversary of its first Bitcoin (BTC) and Ethereum (ETH) crypto ETF, Galaxy Digital has shared upbeat forecasts regarding future investments, suggesting they could surpass projections for 2025.
Rapid adoption within institutions is on the horizon.
In its 2026 forecast report, which explores 26 essential areas, Galaxy Digital anticipates that net inflows into US spot crypto ETFs could surpass $50 billion. This comes on the heels of a successful 2025, where net inflows hit $23 billion.
The firm believes this growth will accelerate in 2026 as more institutional investors embrace crypto. Factors contributing to this increase include wirehouses relaxing restrictions on advisor recommendations and Vanguard launching its own crypto funds. Notably, BTC and ETH ETFs are predicted to outpace the previous year’s inflow figures.
Beyond just Bitcoin and Ethereum, Galaxy Digital expects a surge of new crypto ETFs, particularly in spot altcoin products.
Galaxy Digital forecasts over 100 new crypto ETFs.
The company estimates that there will be more than 50 spot altcoin exchange-traded funds and an additional 50 crypto ETFs not concentrated on a single asset debuting in the US.
The introduction of spot altcoin ETFs is likely to gain momentum in 2026, particularly after the recent approval of generic listing standards by the US Securities and Exchange Commission.
In 2025, over 15 spot crypto ETFs were launched for various altcoins, including Solana (SOL), XRP, Hedera (HBAR), Dogecoin (DOE), Litecoin (LTC), and Chainlink (LINK).
Galaxy Digital believes other significant assets that have yet to apply for spot ETFs will follow suit. Along with single-asset products, the market is also expected to see multi-asset ETFs and leveraged crypto ETFs.
More than 290 crypto companies are preparing for US IPOs.
Galaxy Digital also predicts that over 15 crypto companies will seek initial public offerings (IPOs) or stock listings in the United States. In the previous year, 10 crypto-related companies, including Galaxy itself, have made their public debut.
Since 2018, more than 290 crypto and blockchain companies have completed substantial private funding rounds and are now in a position to go public as the regulatory landscape improves.
Potential candidates for IPOs or uplistings in 2026 include CoinShares, BitGo (which has already filed), Chaineries, and FalconX.
As for current market conditions, Bitcoin is trading at $87,480, down 30% from its all-time high set in October and experiencing a 3% decline over the past month. Similarly, Ethereum is currently trading at $2,930, which is 40% lower than its all-time peak, also down 3% over the last 30 days.
