Galaxy Digital Foresees $50 Billion Surge in US Spot Crypto ETF Inflows for 2026
The US spot crypto Exchange-Traded Fund (ETF) market is poised for significant growth, with Galaxy Digital projecting over $50 billion in net inflows for 2026. This optimistic outlook comes as the first Bitcoin (BTC) and Ethereum (ETH) ETFs approach their second anniversary, with the firm anticipating a substantial increase over the $23 billion in net inflows recorded in 2025.
Institutional Adoption Expected to Skyrocket
Galaxy Digital's 2026 forecast, detailed in a report analyzing 26 critical areas of the crypto landscape, highlights expanding institutional adoption as a primary driver. Key factors are expected to facilitate this growth, including the lifting of restrictions on advisor recommendations by wirehouses and the introduction of crypto funds by major players like Vanguard. Both BTC and ETH exchange-traded funds are specifically anticipated to surpass their 2025 inflow levels, signaling continued robust interest from institutional investors.
A Flood of New Crypto ETFs on the Horizon
Beyond the established Bitcoin and Ethereum products, Galaxy Digital predicts a wave of innovation in the crypto ETF space. The firm expects more than 50 new spot altcoin ETFs to debut in the US, alongside an additional 50 crypto ETFs not focused on single coins. This expansion follows the US Securities and Exchange Commission's (SEC) recent approval of generic listing standards, which is set to accelerate altcoin ETF launches throughout 2026. The groundwork for this expansion was laid in 2025, which saw the launch of over 15 spot altcoin ETFs for assets such as Solana (SOL), XRP, Hedera (HBAR), Dogecoin (DOGE), Litecoin (LTC), and Chainlink (LINK). The market is also bracing for the introduction of multi-asset and leveraged crypto ETFs.
Crypto Companies Poised for Public Offerings
The excitement extends beyond ETFs, with Galaxy Digital also forecasting that over 15 cryptocurrency companies will pursue Initial Public Offerings (IPOs) or uplist in the US market during 2026. This builds on a successful 2025, which saw 10 crypto-related firms, including Galaxy Digital itself, successfully go public or uplist. Companies like CoinShares, BitGo (which has already filed), Chainalysis, and FalconX are identified as potential candidates ready to capitalize on improving regulatory conditions for US listings. Amidst these optimistic projections, Bitcoin is currently trading at $87,480, representing a 30% retracement from its October all-time highs, while Ethereum stands at $2,930, 40% below its peak and down 3% over the past month.
