摩根大通:2026 年將帶來新一波機構加密貨幣投資,繼創紀錄的一年之後

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Wall Street giant JPMorgan believes the boom in institutional crypto investments is far from over. After a record inflow of nearly $130 billion in 2025, the bank’s analysts predict further acceleration in 2026. New regulations and growing trust in digital assets are expected to open the door to even greater financial interest.

$130 Billion: New Record in 2025

In its latest report, JPMorgan revealed that last year’s capital inflow into crypto markets outpaced previous years, increasing by one-third compared to 2024. The growth was driven primarily by Bitcoin and Ethereum-focused ETFs, institutional trust purchases, and digital asset token (DAT) activity.

Clarity Act & Regulatory Momentum as Catalysts

According to Global Market Strategist Nikolaos Panigirtzoglou, the biggest driver in 2026 will be regulatory clarity – most notably the Clarity Act in the United States, which aims to define the legal framework for stablecoins, crypto exchanges, wallets, custody, and blockchain infrastructure.

Institutions Targeting New Crypto Verticals

Analysts expect a surge of institutional interest in: Stablecoin issuersPayment processors and crypto wallet providersExchanges and custodiansBlockchain infrastructure projectsIPOs and M&A activity within the crypto sector Trusts and DAT Vehicles Dominated 2025

Out of the $130 billion, more than $68 billion came from publicly traded trusts. Strategy Inc. alone invested $23 billion, while other DAT entities added around $45 billion—a sharp jump from just $8 billion in 2024.

ETF Products Outperformed, While Futures Lagged

While ETFs saw massive inflows, institutional participation in CME futures for BTC and ETH declined. This indicates a shift away from derivatives toward spot exposure among hedge funds and institutions.

Venture Capital Rebounds Slowly

Crypto venture capital also contributed to the inflow, though it remains far below the highs of 2021–2022. Investors are focusing more on late-stage rounds, while early-stage funding saw a steep drop.

JPMorgan concludes that crypto is becoming an increasingly established asset class—and 2026 may bring new milestones in institutional adoption.

#JPMorgan , #bitcoin , #BTC , #crypto , #CryptoInvesting

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