Ethereum ETF to Raise $15 Billion, Аccording to Bitwise Director

Bitwise Chief Operating Officer Matt Hougan predicts that spot exchange traded funds (ETFs) for Ethereum will report net inflows of $15 billion in the first 18 months of trading.

Hougan shared this forecast on June 26, based on Ethereum ‘s market capitalization compared to Bitcoin and data from international ETP markets.

Hougan’s forecast stems from analyzing ETH’s market capitalization relative to BTC. At the time of writing, Bitcoin’s market capitalization is $1.21 trillion, while that of Ethereum stands at $414 billion, implying a proportional investment allocation of about 74% for Bitcoin ETFs and 26% for Ethereum ETFs.

Based on this proportionality, he expects assets under management (AUM) of U.S. spot BTC ETFs to increase to at least $100 billion by the end of 2025 as these products mature and gain acceptance at platforms such as Morgan Stanley.

International ETP market

Hougan also looks at data from the European and Canadian ETP markets for Bitcoin and Ethereum. In Europe, ETPs for Bitcoin hold 78% of the market and ETPs for Ethereum hold 22%.

Similarly, in Canada, BTC ETPs hold 77% and ETH ETPs hold 23%. These ratios are roughly in line with the relative market capitalization of Bitcoin and Ethereum, reflecting the normal distribution of demand among ETP investors.

Alexander Stefanov

With over 8 years of experience in the cryptocurrency and blockchain industry, Alexander is a seasoned content creator and market analyst dedicated to making digital assets more accessible and understandable. He specializes in breaking down complex crypto trends, analyzing market movements, and producing insightful content aimed at educating both newcomers and seasoned investors. Alexander has built a reputation for delivering timely and accurate analysis, while keeping a close eye on regulatory developments, emerging technologies, and macroeconomic trends that shape the future of digital finance. His work is rooted in a passion for innovation and a firm belief that widespread education is key to accelerating global crypto adoption.