The flow of new crypto funds on the American stock exchange has been going on for some time. In 2024, Bitcoin (BTC) and Ethereum (ETH) received a slew of spot ETPs, issued by big names like BlackRock, Grayscale, and Fidelity. In recent months, funds for other crypto coins have also been added.

According to analysts, this is just the beginning and 2026 could become a year in which the supply continues to grow explosively.

Bitwise sees acceleration in crypto ETPs

According to Ryan Rasmussen, researcher at asset manager Bitwise, the pace will increase drastically from next year. In an interview with the Bankless podcast, he says the market is preparing for unprecedented acceleration. The expectation is that this will not be limited to a few additional funds, but could develop into a structural shift in supply.

The reason lies in new general admission rules that the SEC published in September, read more about that in this article. As a result, providers no longer have to go through an extensive 19(b) procedure for each individual fund. “We no longer have that 240-day waiting period,” Rasmussen says. “We’re going to move forward at ridiculous speed from here.” Bitwise expects that more than a hundred new crypto ETPs will be launched in a short time by 2026.

The fact that the rollout is already in full swing is evident from the recent launches. XRP funds from Canary Capital and Bitwise, among others, were launched last month and have since seen a combined inflow of around $1 billion. Solana (SOL) is now also represented at the fair. The first Solana ETF came to market at the end of October and the SOL funds together have a market cap of $714 million.

More choice for crypto investors

For investors, this mainly means more choice. Rasmussen compares it to a visit to a restaurant. “If there’s only two things on the menu, it’s not a great experience,” he says. “But investors will soon get a menu that resembles that of The Cheesecake Factory.” According to him, this can further stimulate interest in crypto investments.

Other analysts also see the new rules as an important step. Bloomberg ETF analyst James Seyffart previously spoke of a possible wave of new spot crypto ETPs. According to him, the SEC is thus lowering a threshold that caused delays for years.

Bitcoin and Ethereum already established

According to some experts, the impact will differ per cryptocurrency. Seoyoung Kim, an associate professor of finance at Santa Clara University, says Bitcoin and Ethereum are already largely established. For other crypto, accelerated approval can make a big difference, because the lead time can go from years to months.

The number of crypto ETPs worldwide is now over 300, reports Fineqia International. However, Rasmussen calls the supply still limited, especially given the long history of attempts to get such products approved. He thinks that 2026 can become a key year in which the market for crypto investments will look structurally different.

Source: https://newsbit.nl/2026-wordt-het-jaar-van-crypto-op-de-beurs-voorspelt-bitwise/



Leave a Reply