Bitwise expects that in 2026, U.S.-listed crypto ETFs will surpass 100% of the new supply of BTC, ETH, and SOL, creating significant supply constraints. This is corroborated by major financial institutions like Morgan Stanley and Wells Fargo increasing their ETF access.
As of now, Bitcoin ETFs hold 114.28 billion USD in assets, Ethereum ETFs have 18.17 billion USD, and Solana ETFs are seeing growth as well. The demand dynamics signal an increase in long-term crypto asset value.
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