From AAVE to HYPE: Bitwise bets on altcoins with 11 crypto ETF filings

ambcryptoPubblicato 2025-12-31Pubblicato ultima volta 2025-12-31

Introduzione

Digital asset manager Bitwise has filed with the SEC for 11 new spot altcoin ETFs, targeting assets including AAVE, HYPE, UNI, and NEAR. The proposed ETFs will follow a 60/40 investment strategy, with the majority allocated to direct asset exposure and the remainder to derivatives. This move comes after the 2025 approval of several other altcoin ETFs, such as those for SOL, XRP, and DOGE. Despite significant institutional inflows exceeding $1 billion in some cases—like XRP and SOL ETFs—the prices of the underlying assets have remained subdued, showing a disconnect between ETF demand and market performance. Analysts suggest that while 2026 may be a pivotal year for crypto ETFs, the sector risks becoming overcrowded, potentially leading to a market shakeout.

Digital asset manager Bitwise plans to expand its presence in altcoin ETFs in 2026. According to a recent SEC filing, the firm has applied for 11 new U.S Spot crypto ETFs.

According to the Bitwise strategy, the investment in these altcoin ETFs will be split 60/40, where 60% is a direct investment in the underlying asset, while the rest involves derivatives and other ETPs.

The targeted crypto assets include Aave [AAVE], Zcash [ZEC], Uniswap [UNI], Hyperliquid [HYPE], Sui [SUI], Starknet [STRK], Near Protocol [NEAR], Bitensor [TAO], Ethena [ENA], Canton [CC], and TRON [TRX].

In 2025, the regulator greenlighted several altcoin ETFs, including Solana [SOL], Ripple [XRP], Hedera [HBAR], Litecoin [LTC], Chainlink [LINK], and even a memecoin product, Dogecoin [DOGE] ETF.

It appears that there’s still room to add more and enable traditional players to gain exposure in the rapidly growing blockchain industry. As one analyst, Chad Steingraber, summed it up,

“2026 is going to be year of the crypto ETF. A whole new market has just opened up to crypto.”

But what are the short-term to mid-term impact on the underlying assets?

ETFs’ impact on altcoin

Most top crypto assets now have at least demand lines, typical on-chain users, ETFs, and corporate treasuries.

Worth pointing out that Bitcoin [BTC] and Ethereum [ETH] benefited from institutional demand in H1 2025, driving their respective values to record highs. BTC crossed $126,000 while ETH nearly reached $5,000 before the late 2025 market rout reversed the gains.

However, the latest wave of crypto ETF approvals hasn’t enjoyed a similar price boost despite attracting over $1 billion in institutional inflows.

XRP ETFs, for example, have attracted $1.16 billion in cumulative inflows as of 30th of December, yet the XRP price has remained muted below $2.

A similar scenario was observed in U.S Spot SOL ETFs. The products have experienced only three days of net outflows since their debut in October.

Overall, they have seen $763 million in inflows, with total net assets almost reaching $ 1 billion. But SOL declined from $195 to $124 over the same period.

The rest of the altcoin ETFs, such as LINK, LTC, and HBAR, exhibited a similar trend: rising demand but muted price action. In fact, only the DOGE ETF hasn’t attracted significant inflows.

Although the assets’ prices may pick up if broader market sentiment improves, Bloomberg ETF analyst James Seyffart warned that the sector was becoming overcrowded and a shakeout was likely.

Final Thoughts

Bitwise sought SEC approval on 11 new crypto ETFs following the regulator’s greenlight to some altcoin ETFs in 2025.
Still, the strong demand for altcoin ETFs has not boosted the prices of underlying assets like SOL and XRP.

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Domande pertinenti

QHow many new crypto ETFs has Bitwise applied for according to the SEC filing?

ABitwise has applied for 11 new U.S Spot crypto ETFs.

QWhat is the investment split strategy for these new altcoin ETFs as per Bitwise?

AThe investment will be split 60/40, with 60% being a direct investment in the underlying asset and the rest involving derivatives and other ETPs.

QWhich altcoin ETFs were approved by the regulator in 2025, as mentioned in the article?

AIn 2025, the regulator approved several altcoin ETFs, including Solana [SOL], Ripple [XRP], Hedera [HBAR], Litecoin [LTC], Chainlink [LINK], and a Dogecoin [DOGE] ETF.

QWhat was the performance of XRP and SOL ETFs in terms of inflows and price action?

AXRP ETFs attracted $1.16 billion in cumulative inflows but the price remained below $2. SOL ETFs saw $763 million in inflows, but the price declined from $195 to $124.

QWhat did Bloomberg ETF analyst James Seyffart warn about the altcoin ETF sector?

AJames Seyffart warned that the altcoin ETF sector was becoming overcrowded and that a shakeout was likely.

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