Will there be a supply crunch in 2026? The US spot ETF's cumulative purchase exceeds 100% of newly issued BTC and ETH

Question

【Crypto World】An interesting prediction worth noting—by 2026, the crypto market may face a historic level of supply tightening. According to the latest data, US-listed spot ETFs are aggressively absorbing newly issued Bitcoin, Ethereum, and Solana, with total purchases possibly exceeding 100% of the new supply.

The numbers are indeed staggering. The Bitcoin ETF currently manages assets worth $114.28 billion, with net inflows of $57.27 billion—meaning they have already absorbed this year’s new supply. Ethereum and Solana ETFs are also not to be outdone, with similarly strong absorption momentum. Even the newly launched XRP ETF is rapidly accumulating, indicating that this wave of demand is not just a fleeting phenomenon.

The logic behind this is quite clear: major wealth management platforms are opening the doors of cryptocurrencies to institutional investors. Previously, cyclical fluctuations were driven by retail investors and small-scale funds; now, genuine institutional money is entering. This is not short-term speculation but a structural shift in capital flow.

What happens when the market absorbs more new coins than are issued daily? The supply side is being suppressed, while demand continues to flow in—this is a classic supply and demand imbalance. Based on logical deduction, this structural change in demand should exert sustained upward pressure on prices.

NftRegretMachine · Accepted Answer

Oh no, institutions are really starting to rush in

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100% of new supply being absorbed? That number sounds a bit outrageous... but it also makes sense

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Wait, are they saying there will be a shortage only by 2026? Can we still get in now?

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The Bitcoin ETF bloodsucking wave is a bit terrifying, do retail investors still have a way out...

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XRP is also joining the fun? Looks like this isn't just hype

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Institutional entry is different, the capital volume is so fierce

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Supply tightening sounds bullish, but will the price really rise when the time comes?

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Do you still remember this prediction for 2026? Haha

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Management scale of 114.28 billion, this scale is truly impressive

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From retail market to institutional market, it feels like the turning point is in these two years

LightningPacketLoss · Answer

Not quite, does this data seem a bit too ideal... Will institutions really be this crazy?

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So will there really be a supply shortage in 2026? Why do I feel like it's just hype?

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572.7 billion in net inflow just to consume all the new coins? Damn, if that's true, it should have taken off already.

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By the way, can we still get on now or is it already a done deal?

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Institutions entering is good, but could this also be a signal of big players cutting the leeks?

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XRP is starting to absorb... Is this really happening this time?

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The idea of 100% absorbing the new supply sounds ridiculously exaggerated, who would believe it?

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Wait, does this mean retail investors have no chance to get in?

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2026, got it... Hope it doesn't get postponed again.

DaoDeveloper · Answer

the supply mechanics here are actually fascinating from a game-theoretic perspective... if etf net inflows are genuinely absorbing >100% of new issuance, we're looking at a structural shift in token distribution patterns. wonder how this compounds with halving cycles tho

SelfRugger · Answer

Institutions are heavily accumulating this wave, 100% absorbing the new supply? Then retail investors must be very anxious to keep up.

Institutions have really arrived, this time it's different...

If there's truly a shortage in 2026, those who bought early are the real winners.

The ETF bloodsucking machine is activated, retail investors are still hesitating, and institutions are already filling up.

I can understand this logic, but XRP also wants to join the fun? That's a bit outrageous.

Tight supply sounds exciting, but I'm just worried it might be another cycle of cutting the leeks.

Institutional entry confirms the trend; if you're still outside the market, you're really late.

Over 10 billion in net inflow—that's real capital.

MEVHunter_9000 · Answer

Institutions are really quietly eating up the chips, while retail investors are still trading contracts... the gap is getting bigger and bigger.

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Over 100% new supply? Isn't that basically saying there's not enough coins to go around? 2026 is going to be sky-high.

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Wait, even XRP ETF has started to absorb? It seems that as long as a coin has an ETF, it will be harvested by institutions.

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114.28 billion USD flowing into Bitcoin ETFs... I'm still waiting for a pullback, but they’ve already lined up to buy.

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The logic of supply tightening is heard every year, but this time, the institutions' money is truly different.

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Spot ETF has finished, and new coins will still need to absorb existing supply. Should retail investors' coins run away?

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From retail-driven to institution-driven, that's probably why ordinary people are falling further behind the pace now.

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All the newly issued coins have been eaten up, how can we play now? It seems latecomers can only passively take over.

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Really, over 100% new supply... then how much is my coin actually worth?

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Both Solana and XRP are starting to do this; it feels like the next cycle will be a game for big coins.

GateUser-00be86fc · Answer

Institutional entry really makes a difference; retail investors will have to queue now.

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2026 supply tightening? I bet this will happen in 2025 and cause a surge.

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Over 100% new supply... How should we interpret this? Can it even eat into the existing stock?

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Are ETH and SOL ETFs this strong too? Wow, it turns out it's not just BTC alone.

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Even XRP is dancing along; institutions have truly revitalized the entire market.

LiquidityWitch · Answer

Institutions are eating up the chips, retail investors are eating noodles.

Wait, over 100% new supply? That means they are consuming the existing supply in the secondary market. Sellers are about to collapse.

Is 2026 about to take off, or is this another round of harvesting?

This data is a bit crazy, is it real... I'm scared.

HODL and you'll win; anyway, institutions are stacking their positions.

DegenMcsleepless · Answer

Wait, are institutions really going all in? Or is this just another new tactic to cut leeks again

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Holy shit, over 100% new supply? Is this the rhythm to lock in liquidity

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2026? I want to buy the dip now, regardless of supply tightening

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BTC, ETH, SOL all being absorbed, do retail investors still have a chance? Honestly

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This time is truly different, the scale of institutional entry is on a different level, all those previous waves were pointless

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The data is really frightening, but I’m more worried about a dump, let’s just wait and see

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It's too early to talk about 2026 now, let’s see how next year goes first

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Institutions entering so aggressively, ironically making me worry that the top is already near, history is so ironic

GasFeeTherapist · Answer

Institutions are really trying to expand the market this time, how can retail investors keep up...

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100% excess absorption? It should take off directly by 2026

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That's why I've been saying that institutional entry has changed the game rules. If I knew earlier, I would have gotten in this morning

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XRP ETF is here, indicating that this is truly not just speculation, but a systemic entry

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So is it still possible to get in now? Feels like we're being crushed by institutions

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If the supply tightening proves true, the price situation of the coin won't be so simple

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572.7 billion net inflow... this number makes my head hurt. Do retail investors still have a chance?

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By the way, do institutions really have such a strong confidence in crypto, or are they just after profits...

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2026? I think this year is already enough, the funding environment has long changed