🏦 JPMorgan: about $50B has flowed into crypto this year
In a report published Oct 8, JPMorgan analysts led by Nikolaos Panigirtzoglou estimate roughly $50 billion of inflows into digital assets so far in 2026, with momentum improving into Q4.
Key points:
🔹 The annualized pace is about $66B, up from $52B in May
🔹 ETF flows were hit by heavy outflows in May and June, improved from August and are now positive for the year
🔹 Institutional CME futures positioning in $BTC and $ETH rose over the past two months, and BTC positioning moved above its previous peak
🔹 Trend-following traders are rebuilding long positions
🔹 Bitcoin miners were net sellers of about $1.8B, partly to fund AI infrastructure spending
Keep in mind:
⚠️ The pace is still about half of last year’s
⚠️ ETF flows are still negative since the Oct 10, 2025 crash
⚠️ JPMorgan widened its method this time to include private treasuries, private miners and government-linked entities, so the numbers aren’t directly comparable with older estimates
Why it matters: flows into ETFs and futures are rising even while price is choppy, which suggests more institutional and retail participation heading into Q4.
#JPMORGAN #ETF #CRYPTO
In a report published Oct 8, JPMorgan analysts led by Nikolaos Panigirtzoglou estimate roughly $50 billion of inflows into digital assets so far in 2026, with momentum improving into Q4.
Key points:
🔹 The annualized pace is about $66B, up from $52B in May
🔹 ETF flows were hit by heavy outflows in May and June, improved from August and are now positive for the year
🔹 Institutional CME futures positioning in $BTC and $ETH rose over the past two months, and BTC positioning moved above its previous peak
🔹 Trend-following traders are rebuilding long positions
🔹 Bitcoin miners were net sellers of about $1.8B, partly to fund AI infrastructure spending
Keep in mind:
⚠️ The pace is still about half of last year’s
⚠️ ETF flows are still negative since the Oct 10, 2025 crash
⚠️ JPMorgan widened its method this time to include private treasuries, private miners and government-linked entities, so the numbers aren’t directly comparable with older estimates
Why it matters: flows into ETFs and futures are rising even while price is choppy, which suggests more institutional and retail participation heading into Q4.
#JPMORGAN #ETF #CRYPTO