I recently came across an interesting industry analysis. Some institutions predict that by 2025, the crypto sector could attract around $130 billion in funding, a growth of about one-third compared to the previous year — and this is a new all-time high. What about 2026? The inflow of money will continue to increase, but the driving logic will change.

What has driven growth this year? Spot ETF products for Bitcoin and Ethereum have played a significant role, along with some digital asset treasury companies making allocations. These two forces have propelled most of the capital inflow. In simple terms, traditional financial institutions are starting to enter seriously.

Next year, this trend will become even more evident — institutional investors will become the main engine driving the market. It will no longer be retail FOMO, but rational allocations by professional funds. The moves on the CME side are also worth paying attention to... This structural shift is a positive sign for the overall market’s stability and professionalism.