JPMorgan: Crypto De-risking Likely Over as ETF Flows Stabilize
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Jan 10 2026- Market Stabilization Signal: JPMorgan analysts indicate that crypto ETF flows have shifted from one-way large outflows to balanced two-way activity, suggesting market stabilization that could restore investor confidence and impact Bitcoin and Ethereum performance.
- Institutional Investment Recovery: With the balance in ETF flows, analysts believe the de-risking phase is likely over, which may lead to new institutional allocations, reflecting potential shifts in market dynamics and investor sentiment.
- Liquidity Improvement Outlook: Analysts maintain a cautiously optimistic view for the future, suggesting that improved liquidity conditions may ease prior market stress, thereby enhancing investor confidence in the crypto market.
- Historical Trends Support: Experts note that by comparing historical market cycles, the current changes in ETF flows and improvements in futures positioning support expectations for a recovery in the crypto market, particularly for BTC and ETH allocations.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
