PANews reported on January 15th that, according to The Block, JPMorgan analysts stated in a recent report that after recording a record inflow of nearly $130 billion in 2025, the cryptocurrency market is expected to see further inflows in 2026, primarily driven by institutional investors. Analysts anticipate that the enactment of more crypto regulations, including the U.S. Clarity Act, will support this growth and potentially further promote institutional adoption of digital assets, as well as venture capital, M&A, and IPO activity in areas such as stablecoin issuers, payment companies, and exchanges.
The report analyzes that inflows in 2025 were primarily driven by purchases from Bitcoin and Ethereum ETFs (likely dominated by retail investors) and digital asset treasury firms other than Strategy. However, the pace of purchases by treasury firms has slowed significantly since last October. Meanwhile, while crypto venture capital saw a slight increase in 2025, the number of deals plummeted, and early-stage funding activity slowed markedly.


