adminIn recent developments, as the first crypto ETFs targeting Bitcoin (BTC) and Ethereum (ETH) near their second anniversary in the US, Galaxy Digital has made optimistic predictions regarding future inflows, projecting that they will outpace 2025 figures. Institutional Adoption Expected To Skyrocket In its 2026 forecast report, which concentrates on 26 critical areas, the firm anticipates that net inflows into US spot crypto ETFs will exceed $50 billion. This comes on the heels of a successful 2025, which saw net inflows reach $23 billion. Galaxy Digital believes that as institutional adoption continues to grow, these figures will accelerate in 2026. Wirehouses lifting restrictions on advisor recommendations and Vanguard introducing crypto funds, are expected to facilitate this. BTC and ETH exchange-traded funds alone are forecasted to surpass their 2025 inflow levels. In addition to Bitcoin and Ethereum, Galaxy Digital reports an anticipated wave of new crypto ETFs, particularly in the spot altcoin products. Galaxy Digital Forecasts Over 100 New Crypto ETFs The firm estimates that over 50 spot altcoin exchange-traded funds, along with another 50 crypto ETFs that do not focus on single coins, will debut in the US. Following the US Securities and Exchange Commission’s recent approval of generic listing standards, the number of spot altcoin ETF launches is expected to gain momentum in 2026. In 2025, more than 15 spot crypto ETFs were launched for various altcoins, including Solana (SOL), XRP, Hedera (HBAR), Dogecoin (DOE), Litecoin (LTC), and Chainlink (LINK). Galaxy Digital anticipates that notable assets yet to file their spot ETFs will soon follow suit, and in addition to single-asset products, the market is also likely to see the introduction of multi-asset ETFs and leveraged crypto ETFs. Over 290 Crypto Companies Ready For US IPO Beyond Crypto ETFs, Galaxy Digital also predicts that more than 15 cryptocurrency companies will pursue initial public offerings (IPOs) or uplist in the US. Over the past year, 10 crypto-related firms, including Galaxy itself, successfully went public or uplisted. The firm notes that more than 290 crypto and blockchain companies have completed significant private funding rounds since 2018, positioning them to seek US listings as regulatory conditions improve. Among the companies believed to be potential candidates for initial public offerings or uplisting in 2026 are CoinShares, BitGo (which has already filed), Chainalysis, and FalconX. At the time of writing, Bitcoin is trading at $87,480, which is a 30% retracement from the all-time highs reached in October, and a 3% drop over the past month. Similarly, the gap between Ethereum’s current trading levels of $2,930 and its all-time highs is 40%, with a 3% drop over the past 30 days. Featured image from DALL-E, chart from TradingView.com
Looking closer, market participants highlight key drivers such as liquidity flows, macro risk appetite, regulatory headlines, and on-chain activity. Short-term swings often reflect liquidation cascades and funding imbalances, while spot volumes and exchange inflows set the broader tone.
Analysis: The medium-term picture hinges on whether buyers can sustain momentum without excessive leverage. If flows continue favoring majors like BTC and ETH, altcoins could experience a staggered rotation instead of a broad-based rally. Meanwhile, policy clarity in key jurisdictions remains a decisive catalyst; clearer rules typically compress risk premia and attract institutional allocations. Beyond price action, on-chain metrics such as active addresses, fees, and stablecoin velocity help validate trend strength.
Outlook: Over the next few weeks, observers will watch price acceptance above recent resistance, derivatives positioning, and ETF-related flows. A constructive setup would feature rising spot demand, contained leverage, and improving breadth across sectors such as DeFi, infrastructure, and Layer-2 ecosystems.
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