External Reporting发布于 10 小时前

Bitcoin, Ethereum, XRP or Solana: Which ETF will grow the most in 2026?

Bitcoin (CRYPTO:BTC) ETFs hold nearly $52 billion in cumulative net inflows, more than Ethereum (CRYPTO:ETH), XRP (CRYPTO:XRP), and Solana (CRYPTO:SOL) funds combined. Despite this dominance, Bitcoin and Ethereum ETFs have both seen…

Publisher 247wallst.com 5 分钟阅读

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Market Context

Bitcoin

BTC

$62,844

-0.91% 24h

ETH$1,878-0.37%

Layer Index

Fear

Layer Index

↓ 7 pts in 24h

Meanwhile, XRP and Solana ETFs have grown over the same period, despite weaker monthly price performances and occasional outflows since January. With just over four months left in 2026, which among these four crypto ETFs would grow the most by the end of Q4?

Bitcoin ETF Inflows Remain Negative Seven Months Into 2026

Bitcoin ETFs‘ cumulative net inflows stand near $52 billion with total net assets around $77 billion, meaning the funds now hold about 6% of all the Bitcoin in circulation. However, Bitcoin funds have had the roughest year of the four crypto ETFs.

In January, Bitcoin ETFs posted $1.61 billion in monthly outflows, driven by BTC’s falling price and higher volatility. Institutional investors reduced their exposure, while hawkish Fed expectations forced leveraged traders to close positions, since higher rates make it costlier to hold an asset that pays no yield. Bitcoin ETFs’ outflows continued into February, with another $206.52 million in net outflows as geopolitical tensions worsened and institutional investors took profits, wary that Bitcoin could not sustain its gains since October 2025.

The negative momentum reversed in March, with Bitcoin ETFs recording $1.32 billion in inflows. In April, inflows rose to $1.97 billion, but reversed in May with $2.43 billion in outflows, and that number almost doubled in June with another $4.51 billion in outflows as the market priced in the possibility of rate hikes and the CLARITY Act’s passage stalled.

Bitcoin ETFs recovered a fraction of June’s loss in July, adding $172.43 million, and inflows have almost quadrupled in August, with over $652.59 million so far. Over the last seven months, cumulative inflows have shrunk from $55.01 billion to $51.98 billion, marking a 5.5% pullback. If the CLARITY Act clears the September 15 cloture vote and the Fed delivers the rate cuts markets are pricing in, BTC ETFs could see inflows improve through Q4, potentially pushing cumulative inflows above $60 billion by year-end.

Ethereum ETFs Record Five Monthly Outflows in Seven Months

Ethereum ETFs have posted five months of outflows over the last seven months and their cumulative inflows hover around $11.45 billion, roughly a fifth of Bitcoin’s following a 4.3% decline over the same period.

Ethereum ETFs started trading in 2026 with $353.20 million in outflows in January and another $369.87 million in February. These outflows followed ETH’s decline from around $3,000 to $1,900 as holders took profits amid U.S. and Iran tensions. By March, ETF outflows dropped to around $46 million, suggesting selling pressure was easing, but ETH still fell 29% in Q1.

The trend reversed in April with $355.98 million in inflows after a ten-day inflow streak. However, ETF inflows reversed again in May and June with Ethereum ETFs recording $540.88 million and $528.99 million in net outflows, respectively. These outflows came as investors pulled money from risk assets amid rising Treasury yields and geopolitical uncertainty.

In July, ETH ETFs recovered strongly, posting $365.17 million in inflows, their strongest monthly performance of the year so far. BlackRock’s ETHA led this renewed demand, while the staking-enabled ETHB launch added another source of demand. This momentum carried into August, which has added another $235.97 million so far, per SoSoValue. If this positive trend continues through the final four months of 2026, Ethereum ETFs could reclaim $12 billion in cumulative inflows. But another risk-off period could reverse the recent recovery.

XRP ETFs Maintain Positive Momentum in 2026

XRP ETFs are among the best performing ETF assets in 2026. ETF cumulative inflows rose from $1.18 billion in January to $1.51 billion today, representing a 28% increase, while assets like BTC and ETH saw their cumulative inflows decline.

XRP ETFs inflows fell from $499.91 million in December 2025 to $15.59 million in January as XRP declined to $1.85 after trading above $3 months earlier. Despite XRP falling to around $1.37 in February, ETF inflows grew by almost 4x to around $58.09 million.

In March, XRP ETFs recorded their first and only month of outflows at $31.16 million, before inflows returned in April with $81.59 million. Per SoSoValue data, XRP ETFs saw its strongest monthly inflow performance in May, at $131.94 million, driven by the Senate Banking Committee’s markup for the CLARITY Act on May 14.

ETF inflows fell to $59.46 million in June and $27.29 million in July as the CLARITY Act Senate vote stalled. So far, XRP ETF inflows have added $1.01 million in August. If the CLARITY Act cloture vote on September 15 passes and debates begin on the bill’s passage, it could drive cumulative inflows over $2 billion, making XRP ETFs a key asset to watch in 2026.

Solana ETFs Lead in Percentage Growth

Solana has the smallest cumulative ETF inflows of the four assets at $1.16 billion, partly because its funds launched later than the rest, but it has risen by 33% from $870.93 million in January to $1.16 billion today, outperforming all other three ETF assets.

Solana ETFs’ monthly inflows have been uneven, recording $104.74 million in January before falling to $45 million, $63 million, and $39 million in February, March, and April, respectively. Solana ETFs recorded their strongest monthly inflow in May, at $115.34 million, before breaking the positive trend in June, recording $786,580 in outflows.

ETF inflows have recovered modestly since then, with $14.62 million in July and $10.40 million so far in August. With Solana’s Alpenglow upgrade aiming to cut finality time from 12.8 seconds to about 150 milliseconds, rolling out in stages between August and October, SOL could see more demand before year-end, making its ETF worth watching.

Which ETF will grow the most in 2026?

Solana ETFs’ 33% growth remains the strongest so far in 2026, followed by XRP ETFs at 28%, and their smaller inflow bases give both ETFs more room for growth than Bitcoin and Ethereum. Solana can maintain the lead if monthly inflows recover above $100 million, with the Alpenglow upgrade providing a potential catalyst for that recovery.

Meanwhile, XRP needs the CLARITY Act to pass in Q4 and renewed ETF demand to properly challenge Solana. If Solana’s inflows remain weak, XRP could overtake it as the fastest-growing ETF by year-end.

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