Bitcoin, Ethereum, and Solana Will Hit New Highs in 2026, says Bitwise

TLDR

• Bitwise predicts Bitcoin, Ethereum, and Solana will hit new all-time highs in 2026 due to institutional demand and potential regulatory clarity
• U.S. crypto ETFs are expected to purchase more than 100% of new supply for BTC, ETH, and SOL next year
• Bitcoin ETFs already hold $114.28 billion in assets, with cumulative inflows of $57.27 billion since launch
• Ethereum ETFs have accumulated $12.64 billion in inflows, while Solana ETFs have gathered $714.92 million
• Bitwise cites expanding access through Morgan Stanley, Merrill Lynch, Wells Fargo, and Citibank as key drivers of demand

Crypto ETF issuer Bitwise Asset Management has released its 2026 outlook with predictions that Bitcoin, Ethereum, and Solana will reach new all-time highs next year. The firm bases its forecast on institutional demand growth and potential regulatory changes.

Bitwise stated that Bitcoin will break its traditional four-year cycle pattern and hit a new record in 2026. The firm points to weaker boom-and-bust cycles compared to previous years as a factor.

The crypto asset manager expects institutions including Citibank, Morgan Stanley, Wells Fargo, and Merrill Lynch to increase their crypto offerings. Allocation to spot ETFs is growing across these platforms.

For Ethereum and Solana, Bitwise predicts new highs if the CLARITY Act passes in Congress. The markup for this crypto bill is scheduled for next year. The firm stated it is bullish on both ETH and SOL due to stablecoin and tokenization trends.

Bitwise calculates that approximately 166,000 BTC, 960,000 ETH, and 23 million SOL will enter the market in 2026. The firm expects ETFs to purchase more than these amounts as institutional demand accelerates.

Current ETF data supports Bitwise’s outlook. U.S. Bitcoin spot ETFs hold $114.28 billion in assets, representing 6.54% of Bitcoin’s market cap. Cumulative net inflows total $57.27 billion since launch.

Bitcoin ETFs have already purchased 710,777 BTC compared to 363,047 BTC newly mined in the same period. This gap shows demand exceeding new supply.

ETF Performance Across Multiple Assets

Ethereum ETFs now manage $18.17 billion in assets, equal to 5.11% of ETH’s market cap. Cumulative inflows stand at $12.64 billion. Daily trading volumes reach $1.17 billion.

Solana ETFs have accumulated $714.92 million in cumulative inflows. Total net assets sit at $926.33 million. These products control 1.28% of SOL’s market cap despite launching less than a year ago.

XRP ETFs recently recorded $1.12 billion in cumulative inflows. Daily inflow reached $10.89 million as retail investors and advisors add XRP to crypto portfolios.

The firm also predicts Bitcoin’s volatility will continue declining. Throughout 2025, Bitcoin has been less volatile than NVIDIA stock. Bitwise attributes this to fundamental derisking and diversification of the investor base through ETF products.

Broader Market Predictions

Bitwise made several other forecasts for 2026. The firm expects crypto equities to outperform tech equities next year. On-chain vaults should double in assets under management.

Polymarket’s open interest will set a new all-time high, surpassing 2024 election levels, according to the prediction. Half of Ivy League endowments will invest in crypto.

The firm expects more than 100 crypto-linked ETFs to launch in the United States. Bitcoin’s correlation to stocks will fall as the asset class matures.

Stablecoins will be blamed for destabilizing an emerging market currency, Bitwise stated. This reflects the growing influence of crypto assets in global markets.

Major wealth platforms expanding access to crypto ETFs include Morgan Stanley, Merrill Lynch, Wells Fargo, Citibank, and Vanguard. This expansion will drive retail and institutional adoption.

The pro-regulatory shift in Washington will allow companies to adopt crypto at a faster rate. Bipartisan support for digital asset clarity continues to build.

If ETFs absorb more than 100% of newly issued BTC, ETH, and SOL, the supply side becomes structurally constrained. This mirrors commodity markets where financial vehicles consume more than producers can generate.

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