Company Galaxy Digital Projects More Than $50 Billion Net Inflows to U.S. Spot Crypto ETFs in 2026

Company Galaxy Digital’s latest annual outlook forecasts that U.S. spot crypto exchange-traded funds (spot crypto ETFs) could attract more than $50 billion in net inflows in 2026, building on roughly $23 billion in net inflows recorded in 2025. The projection frames upcoming growth as a continuation of institutional adoption rather than a one-time launch phenomenon, and it centers on improved distribution access across traditional advisory channels as the primary catalyst.

Company Galaxy Digital attributes the expected surge to the gradual easing of restrictions at wirehouses and large advisory networks, allowing financial advisers to more consistently recommend spot crypto ETFs inside managed portfolios. As distribution widens through major brokerage platforms and advisory channels, the firm sees capital from managed accounts becoming both larger and more predictable, which could convert early enthusiasm into sustained inflows.

Distribution access is presented as the main growth engine: when advisory platforms lift limits and add crypto funds to approved lists, visibility among traditional investors increases considerably. That, in turn, opens standard brokerage accounts and managed portfolios to products that previously faced placement barriers. According to the outlook, these structural shifts could make 2026 the first full year when spot crypto ETFs operate with fewer distribution limits across major advisory ecosystems.

The outlook also highlights the timing effect common to new ETF launches. New ETF products typically experience strong early demand once distribution opens more broadly; Galaxy expects a similar pattern in 2026 as a wave of spot and non-spot crypto funds come to market. The firm projects more than 50 U.S. spot altcoin ETFs could launch next year, in addition to roughly another 50 crypto-related ETFs that would not track a single asset — including multi-asset and leveraged strategies.

Galaxy links its optimistic inflow forecast to a growing pipeline of regulatory filings: the firm says more than 100 crypto ETF applications are already in progress. Approvals could accelerate further if exchanges and regulators finalize generic listing standards that clarify the path for a broader slate of products. That potential regulatory tailwind would likely compound the distribution improvements to produce outsized flows into spot products.

Beyond ETF flows, Company Galaxy Digital expects that stronger ties between digital assets and traditional capital markets will continue to deepen. The outlook anticipates at least 15 crypto companies pursuing U.S. IPOs or uplistings in 2026, reinforcing the idea that public markets will play a growing role in crypto’s institutionalization.

Market participants should interpret these projections as a directional view tied to specific structural changes rather than a guarantee. Key risks remain: regulatory uncertainty, macro volatility, and potential reversals in investor sentiment can all affect flows and product launches. Nevertheless, if distribution gates continue to open at major advisory platforms and wirehouses as projected, the market could see a sizeable and persistent expansion of capital in spot crypto ETFs, with ripple effects across altcoin exposure, multi-asset crypto funds, and the broader digital asset ecosystem.

Implications for investors and advisors: greater accessibility to spot products may shift how advisers allocate to digital assets inside diversified portfolios; increased ETF variety could provide targeted exposure to Bitcoin, Ether, and select altcoins without requiring direct custody; and rising public-company activity may create more conventional entry points for institutional capital. For those tracking price action and technical support/resistance levels, the arrival of substantial institutional flows could materially alter liquidity, volatility, and trend dynamics across major tokens.