Bitwise CIO predicts that inflows into Bitcoin ETFs this year would exceed last year's $36 billion total

Bitwise Asset Management is refusing to revise the optimistic forecast it made about the amount of funds that ￰0￱ Bitcoin exchange-traded funds (ETFs) would attract this ￰1￱ Chief Investment Officer (CIO) Matt Hougan through his latest client memo addressed concerns about ETFs’ performance ￰2￱ expressed his confidence despite inflows lagging behind his predictions of a surge in Q4 2025 that will drive total annual inflows to a new record high, exceeding that of ￰3￱ is confident the last quarter of 2025 will be bullish In the client memo , Hougan shared a few reasons why he believes “the stars are aligned for a very strong Q4 for flows.” The first reason had to do with platform approvals.

“Until very recently, the largest wealth managers in the world have been prohibited from buying bitcoin ETFs,” Hougan wrote before revealing that things are now ￰4￱ referenced a report titled “Asset Allocation Considerations for Cryptocurrency” published by the Global Investment Committee of Morgan Stanley on October 1, which states that financial advisors and clients at the firm are now allowed to “flexibly allocate to cryptocurrency as part of their multi-asset portfolio.” It also suggested allocations of up to 4% as appropriate for risk-tolerant ￰5￱ move is not peculiar to Morgan ￰6￱ Fargo also recently started allowing advisors to allocate on behalf of clients, and Hougan suspects others are not far behind.

“I don’t expect all advisors at these firms to flood into bitcoin ETFs immediately,” he wrote. “But I can tell you this from the many conversations we’ve had with advisors in recent months: There is serious pent-up demand here, and I expect meaningful flows in Q4.” Another reason behind Hougan’s confidence is that the world is now in the grips of a debasement trade which has made BTC and gold the best performing assets of the ￰7￱ of gold and Bitcoin ETFs inflows.), making it the most profitable ETF for the firm, surpassing even traditional funds like the S&P 500 ￰8￱ October 6, IBIT accounted for $4.9 billion of the total $6.5 billion in trading activity, indicating heightened market interest amid rising Bitcoin ￰9￱ ETFs also saw significant inflows of $181.8 million, led by BlackRock’s ETHA product, which added $92.6 million, continuing a six-day positive ￰10￱ observers have tagged the current Bitcoin rally as structurally sound, with reduced leverage and sustained demand.

However, short-term indicators suggest a potential overextension, but that may not be enough to quell the bullish seasonal vibes linked to the fourth ￰11￱ your strategy with mentorship + daily ideas - 30 days free access to our trading program