bBitwiseIssuer

The Year Ahead: 10 Crypto Predictions for 2026

Bitwise, in its December 2025 outlook, forecasts more than 100 new U.S. crypto-linked ETF launches during 2026, among 10 predictions it calls estimates, not guarantees.

Read the full paper at Bitwise ↗
Share
Crypto· Web page

What it says

Figures as stated by Bitwise, Dec 15, 2025
  • Bitwise expects ETFs to absorb more than 100% of the newly created supply of Bitcoin, Ethereum and Solana in 2026 as institutional demand grows.Bitwise
  • Bitwise also predicts crypto stocks will beat tech stocks and that Polymarket open interest will pass its 2024 election peak.Bitwise
  • Bitwise predicts Bitcoin will set fresh record highs in 2026, breaking its four-year cycle, and will show lower volatility than Nvidia.Bitwise
  • Bitwise expects assets in onchain vaults, which it labels "ETFs 2.0", to double, and half of Ivy League endowments to put money into crypto.Bitwise
  • Bitwise notes that Bitcoin, Ethereum, Solana and XRP all reached record highs in 2025 before falling back sharply by year end.Bitwise

The ETFIQ take

ETFIQ data to Oct 21, 2026 · 50 spot crypto ETFs on Oct 21, 2026

Bitwise reports a forecast of more than 100 new U.S. crypto-linked ETF launches during 2026. On Oct 21, 2026, 40 of 50 spot crypto ETFs ETFIQ can measure finished within a point of the coin they hold, across 11 coins.

40 of 50spot crypto ETFs within a point of their coinOct 21, 2026 · ETFIQ →11coins with a measurable spot ETFOct 21, 2026 · ETFIQ →
Paper: Crypto market and U.S. ETF forecasts for 2026. ETFIQ: 50 spot crypto ETFs on Oct 21, 2026. Each fund’s total return against its coin’s over the same window. The two sets and windows differ; the figures are stated, not reconciled.MethodData

Related ETFs

The largest crypto ETFs ETFIQ covers, by net assets
IBITiShares Bitcoin Trust ETF · Difference against Bitcoin, in percentage points, Oct 21, 2026−0.1 ptsFBTCFidelity Wise Origin Bitcoin Fund · Difference against Bitcoin, in percentage points, Oct 21, 2026−0.2 ptsGBTCGrayscale Bitcoin Trust ETF · Difference against Bitcoin, in percentage points, Oct 21, 2026−1.1 ptsETHAiShares Ethereum Trust ETF · Difference against Ether, in percentage points, Oct 21, 2026−0.2 ptsBTCGrayscale Bitcoin Mini Trust ETF · Difference against Bitcoin, in percentage points, Oct 21, 20260.0 ptsBITBBitwise Bitcoin ETF · Difference against Bitcoin, in percentage points, Oct 21, 2026−0.2 pts

Each figure is the one its fund’s page states, with that page’s date. All 69 crypto ETFs →

Related papers

Same topic, other sources
bBitwiseIssuer
Crypto Market Review (Q4 2026)Oct 8, 2026 · ETFIQ take
bBitwiseIssuer
The Bitwise/VettaFi 2026 Benchmark SurveyJan 13, 2026 · ETFIQ take
All 3 papers on crypto →

Questions people ask

What does the Bitwise paper conclude?

Bitwise, in its December 2025 outlook, forecasts more than 100 new U.S. crypto-linked ETF launches during 2026, among 10 predictions it calls estimates, not guarantees. The paper’s own words are at the link above.

What does ETFIQ’s data show on the same question?

On Oct 21, 2026, 40 of 50 spot crypto ETFs ETFIQ can measure finished within a point of the coin they hold, across 11 coins. ETFIQ states both figures and does not reconcile them.

What is a spot crypto ETF?

A fund that holds a coin such as bitcoin directly, through a custodian, and is priced on its coin’s value less its costs. More on this →

Where can I read “The Year Ahead: 10 Crypto Predictions for 2026”?

On Bitwise’s own site. ETFIQ summarizes the paper and does not host it. Bitwise’s page ↗
Cite this pageCitation, APA and Markdown

ETFIQ, The Year Ahead: 10 Crypto Predictions for 2026 (Bitwise), summary and ETFIQ take, as of Oct 21, 2026. https://etfiq.com/research/library/bitwise-the-year-ahead-10-crypto-predictions-for-2026/

Open data →

Summary by ETFIQ. ETFIQ is not affiliated with Bitwise; logos identify the source.