JPMorgan analysts have released a bullish report forecasting that net capital inflows into the cryptocurrency market are set to reach an unprecedented $130 billion throughout 2025. This projected record performance is primarily attributed to the mass success and accessibility afforded by newly launched U.S. spot Bitcoin Exchange-Taded Funds (ETFs) and accelerating institutional mandate shifts towards digital assets.
According to the report, the $130 billion forecast for 2025 represents a significant benchmark, reflecting growing confidence among traditional asset managers and retail investors utilizing regulated financial products. The bank highlights that the clarity provided by these ETF vehicles has effectively ‘de-risked’ the sector for compliance-sensitive funds, transforming crypto from a fringe asset to a legitimate portfolio diversification tool.
Looking ahead to 2026, JPMorgan projects that the upward trajectory will not only be maintained but accelerated. Analysts suggest that 2026 inflows could conservatively surpass $150 billion, indicating sustained, multi-year growth fueled by increasing liquidity and wider global distribution channels. This continued growth is expected to be driven by two main factors: the full integration of existing ETFs into major wealth management platforms, and the anticipated regulatory approval and launch of new products, specifically focusing on spot Ethereum and other regulated staking mechanisms in key global markets. The bank concludes that the ongoing institutionalization solidifies cryptocurrencies’ role as a core asset class.
Source: JPMorgan expects crypto inflows to rise further in 2026 after record $130 billion in 2025
コメント