Crypto Asset Management Company Bitwise Shares Year-End Forecast for Bitcoin ETFs! 'Records Could Arrive!' Here Are the Details

Crypto asset management firm Bitwise predicts that U.S.-traded spot Bitcoin ETFs will experience record capital inflows in the fourth quarter of 2025. The company noted that these inflows could surpass the 2024 total by the end of the year.

Bitwise Expects Record Inflows into Bitcoin ETFs in the Final Quarter of the Year

Matt Hougan, Bitwise's chief investment officer, predicted at the beginning of the year that Bitcoin ETFs would surpass their $36 billion opening year in 2025.

Approximately $22.5 billion has flowed into the funds so far, and this figure is expected to reach $30 billion by the end of the year. According to Hougan, the real momentum will begin in the final quarter.

Bitwise cites three main catalysts for a strong fourth quarter: approvals from asset management firms, Bitcoin's price surge, and the “debasement trade” narrative. Large financial institutions like Morgan Stanley and Wells Fargo are increasing institutional interest in Bitcoin ETFs, albeit limited, in their portfolios. Other giants like UBS and Merrill Lynch are expected to follow suit.

Hougan noted that investors are turning to assets like gold and Bitcoin to hedge against dollar depreciation. The 44% increase in the US money supply since 2020 supports this “debasement trading” trend.

Bitcoin reached a new high above $125,000 in early October. “There was a net inflow of $3.5 billion in the first four days of the quarter. We expect another $10 billion to be added before the end of the year,” Hougan said.

*This is not investment advice.