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Analysts See 2026 Crypto ETF Flood Setting Up Shakeout as Filings Top 100

Demand clusters around Bitcoin, Ethereum, driving wealth managers toward broad index products.

Overview

  • Bloomberg’s James Seyffart warns many crypto ETPs could be liquidated, potentially starting late 2026 and likely by the end of 2027, if new launches fail to attract assets.
  • Bitwise projects more than 100 U.S. crypto ETFs could debut in 2026, with at least 126 filings already noted under the SEC’s streamlined listing pathway.
  • The SEC’s September 2025 approval of generic listing standards removed case-by-case 19(b) reviews, enabling NYSE, Nasdaq, and Cboe to list qualifying spot commodity ETPs more quickly.
  • Investor flows remain concentrated in flagship products, with U.S. spot Bitcoin ETFs at roughly $57.7 billion in net inflows, Ether near $12.6 billion, XRP just over $1 billion, and Solana around $725 million.
  • Several crypto funds were already closed in 2025 and analysts expect index or multi-asset ETPs to capture advisor-driven allocations as many niche single-asset offerings face consolidation.