Core Insights - Analysts from Bitwise and Bitfinex predict increased adoption of crypto ETFs in 2026, which is expected to drive demand for Bitcoin, Ethereum, XRP, and Solana, potentially leading to new highs for these assets [1][2][9] Group 1: Institutional Demand and ETF Supply - Bitwise forecasts that ETFs will purchase more than 100% of the new supply for Bitcoin, Ethereum, and Solana as institutional demand accelerates [2][9] - The estimated new supply hitting the market in 2026 includes 166,000 BTC valued at $15.3 billion, 960,000 ETH valued at $3 billion, and 23 million SOL valued at $3.2 billion [4] Group 2: Market Trends and Adoption - 2026 is anticipated to be a pivotal year for institutional investors gaining access to crypto ETFs, with major firms like Morgan Stanley and Vanguard recently approving ETF access for retail investors [3] - The assets under management (AUM) for crypto ETPs are projected to exceed $400 billion by the end of 2026, indicating a significant surge in AUM for crypto ETFs [7][9] - Current AUM for these ETPs is just over $200 billion, with expectations of it doubling as institutional adoption deepens [8] Group 3: XRP ETF Performance - XRP ETFs have shown impressive demand since their launch, with U.S. XRP spot funds recording $1.07 billion in inflows, while BTC funds have seen $2.8 billion in outflows during the same period [6][9]