According to Bitwise Asset Management, by 2026 crypto ETFs may buy more than 100% of the annual new supply of BTC, ETH, and SOL.

Yes — more coins than the networks produce.

At the same time, demand for altcoin ETFs is expected to accelerate, while the classic 4-year halving cycle may stop being the main market driver.

Sounds optimistic? Let’s break it down.

🔍 Core idea
ETF inflows > new issuance.

BTC already passed its first ETF wave.
Now the focus shifts to ETH and SOL.

BTC → digital gold

ETH & SOL → infrastructure and growth assets
(smart contracts, DeFi, tokenization, on-chain economy)

That makes ETH and SOL ideal for the growth side of institutional portfolios. In ETH’s case, future ETFs may even pass staking rewards, turning it into a yield-like asset.

⚖️ Why “100%+ of issuance” matters
ETH has very low or near-zero net issuance due to burns → structural deficit

SOL has higher issuance, but strong staking and a fast-growing ecosystem

Bitwise openly calls SOL a key asset of the next ETF wave.

⛏ What about halving?
Not dead — just no longer dominant.

Post-2024:

BTC issuance is much lower

ETH supply is structurally constrained

SOL emissions are predictable

ETF flows now outweigh issuance mechanics.

Old model:
Halving → pump → overheat → winter

New model:
Halving + ETFs → constant structural scarcity → smoother long-term growth

💰 Bottom line
If Bitwise is right, 2026 won’t be driven by calendars — but by capital flows.

That’s a structural shift.

Do you buy this thesis?

👍 Bullish
👎 Too optimistic?

#BTC #ETH #SOL #CryptoETF #Altcoins