According to Odaily, a recent report by J.P. Morgan indicates that after reaching a historic high of approximately $130 billion in 2025, the inflow of funds into the cryptocurrency market is expected to grow further in 2026, with an estimated year-on-year increase of about one-third. Analysts suggest that this additional capital will be primarily driven by institutional investors.
J.P. Morgan notes that clearer cryptocurrency regulatory legislation, such as the U.S. Clarity Act, is likely to encourage institutional adoption of digital assets. This could lead to increased venture capital investments, mergers and acquisitions, and IPO activities in sectors including stablecoin issuers, payment companies, exchanges, wallets, blockchain infrastructure, and custodial services. The institution's projections are based on a combination of indicators, including ETF fund flows, CME futures implied fund flows, crypto venture capital fundraising, and Digital Asset Treasury (DAT) purchases.