#比特币现货ETF After reviewing the 2026 outlooks from eight institutions, there's a detail worth noting — this wave of spot ETFs is no longer just about Bitcoin. Galaxy Digital predicts that the US will launch over 50 spot altcoin ETFs, with net inflows possibly exceeding $50 billion, and 21Shares directly providing figures, estimating that the crypto ETF asset management scale will surpass $400 billion.

What does this mean? Traditional capital is moving from the "testing the waters" phase of Bitcoin spot ETFs to the "full-scale deployment" phase. In other words, more players are involved, and the track is broader.

From a follow-the-leader perspective, this is an important market indicator. When institutional liquidity increases and product lines expand, market volatility may adjust accordingly, and traders with certain styles might need to reposition their strategies. For example, aggressive traders relying on extreme volatility may need to prepare for improved liquidity; meanwhile, more conservative traders might perform more steadily and reliably.

However, the divergence between VanEck and Galaxy is quite interesting — one says 2026 will be a consolidation year, while the other expects wide-range fluctuations. That’s why I’ve always emphasized not to blindly follow one person; instead, you should allocate your positions among multiple traders with different styles based on your risk preference. When institutions are uncertain, diversification is the way to go.

The key now is to observe when these institutions start to act on their expectations — that will be the real opportunity for follow-the-leader trading.