Bitwise Predicts New Highs for BTC, ETH and Solana on ETF Demand by 2026
says that BTC, ETH, and Solana will all hit new all-time highs in 2026 as ETF inflows change market dynamics. The company believes that U.S.-listed crypto ETFs would purchase more than 100% of the additional supply of these assets.
About 166,000 BTC, 960,000 ETH, and 23 million SOL will be put into circulation. This supply pressure is happening because institutional demand is growing quicker, disrupting the usual four-year cycles that halvings and leverage cause.
ETF Supply Dominance
Bitwise said that have already held 710,777 BTC since they began in 2024, more than the 363,047 BTC mined during that time.
Forecasts indicate that ETFs will issue more than BTC, ETH, and SOL in 2026, thanks to platforms like and Merrill Lynch providing millions of clients with access. The paper says BTC’s volatility in 2025 was lower than that of other tech equities, indicating it is becoming a more stable investment.
ETH and Solana will gain from the growth of stablecoins and the movement towards tokenisation. If the passes, they will be among the primary beneficiaries. Bitwise thinks that by 2026, there will be more than 100 U.S. crypto ETFs, including XRP products. Ivy League endowments and on-chain vaults will also assist adoption grow.
Institutional and Regulatory Forces
large banks like Citi and Wells Fargo are accelerating their investments in spot ETFs, which is improving on-chain activity. Bitwise crypto stocks would do better than tech companies, since volatility is declining and pro-crypto policies are assisting. The CLARITY Act, set to be marked up next year, could assist altcoins rise by clarifying rules.
already account for 1.28% of its market value, and they have positive daily flows, indicating they are gaining momentum. Bitwise analysts stress that ETFs assist create a structurally limited supply, similar to how commodity markets work, thereby raising price floors over time.
Changes in the Market as a Whole
Stablecoin growth sends money on-chain, which benefits the and Solana ecosystems. Bitwise thinks that the global growth of ETFs will make BTC’s halving have less impact, while changes in interest rates will have less impact. This view makes 2026 a key year for institutions to take over retail cycles.
The company’s research shows that the market is maturing and that ETF mechanics are driving long-term growth. Bitwise expects the upcoming supply crisis to have a significant impact on prices, as institutional access becomes more common.
