JPMorgan analysts forecast that after a historic $130 billion inflow into the crypto market in 2025, representing a year-on-year increase of approximately one-third, the trend of rising inflows is expected to continue into 2026. The primary drivers of this growth are anticipated to shift towards institutional investors. The 2025 inflow surge was largely fueled by Bitcoin and Ethereum ETFs and allocations by Digital Asset Treasury (DAT) companies. However, institutional participation, as reflected in CME futures, showed a noticeable slowdown compared to 2024.