๐ฆ 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:
๐น The annualized pace is about $66B, up from $52B in May
๐น ETF flows were hit by heavy outflows in May and June, improved from August and are now positive for the year
๐น Institutional CME futures positioning in $BTC and $ETH rose over the past two months, and BTC positioning moved above its previous peak
๐น Trend-following traders are rebuilding long positions
๐น Bitcoin miners were net sellers of about $1.8B, partly to fund AI infrastructure spending
Keep in mind:
โ ๏ธ The pace is still about half of last yearโs
โ ๏ธ ETF flows are still negative since the Oct 10, 2025 crash
โ ๏ธ JPMorgan widened its method this time to include private treasuries, private miners and government-linked entities, so the numbers arenโt 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:
๐น The annualized pace is about $66B, up from $52B in May
๐น ETF flows were hit by heavy outflows in May and June, improved from August and are now positive for the year
๐น Institutional CME futures positioning in $BTC and $ETH rose over the past two months, and BTC positioning moved above its previous peak
๐น Trend-following traders are rebuilding long positions
๐น Bitcoin miners were net sellers of about $1.8B, partly to fund AI infrastructure spending
Keep in mind:
โ ๏ธ The pace is still about half of last yearโs
โ ๏ธ ETF flows are still negative since the Oct 10, 2025 crash
โ ๏ธ JPMorgan widened its method this time to include private treasuries, private miners and government-linked entities, so the numbers arenโt 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