JPMorgan and Hayes: Institutions will increase crypto inflows in 2026

📊 JPMorgan expects further growth in crypto industry investments in 2026, driven by major institutional players. In 2025, capital inflows reached a record $130 billion (+33% year-over-year). The key driver will be the adoption of the U.S. Clarity Act, which is expected to revive M&A, venture deals, and the development of stablecoins, payments, and custody services.

📊 In 2025, the market grew primarily due to retail: Bitcoin and Ethereum ETFs, as well as DAT companies using crypto assets as reserves. These accounted for approximately $68 billion, with $23 billion contributed by Strategy. By year-end, activity from major buyers declined.

📈 Arthur Hayes believes Bitcoin will enter an uptrend in 2026 due to a sharp increase in dollar liquidity. Among the reasons he cites are the expansion of the Fed's balance sheet, rising bank lending, and market support measures for real estate.

🔺 According to Hayes, it is precisely the return of liquidity that will trigger a new BTC rally. He is betting on stocks of DAT companies Strategy and Metaplanet, and continues to increase his position in Zcash.

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