Where crypto ETFs could be headed in 2026

Watch on YouTube ↗  |  January 06, 2026 at 23:05  |  3:46  |  CNBC
Speakers
Jay Jacobs — US Head of Equity ETFs, BlackRock
Todd Rosenbluth — Head of Research, TMX VettaFI
Dominic Chu — Senior Markets Correspondent, CNBC

Summary

On CNBC's ETF Edge, BlackRock's Jay Jacobs and VettaFi's Todd Rosenbluth discussed the outlook for crypto ETFs. Jacobs said Bitcoin and Ethereum ETF investing is still in its early days, with education and broader platform access expanding the investor base. Rosenbluth pointed to IBIT's strong asset gathering despite last year's price volatility as evidence that crypto ETF investors are making sticky, long-term alternative allocations.

  • CNBC's ETF Edge panel discussed the outlook for crypto ETFs with BlackRock's Jay Jacobs and VettaFi's Todd Rosenbluth.
  • Jacobs said Bitcoin and Ethereum ETF investing is still in its early days.
  • He cited IBIT's two-year history and billions in assets as evidence of initial traction.
  • Jacobs noted many investors and advisers are still learning how crypto fits in portfolios.
  • Rosenbluth said IBIT saw price volatility and finished down last year.
  • IBIT still had one of its best years for asset gathering, suggesting sticky investor demand.
  • Rosenbluth concluded crypto ETF investors appear loyal to long-term trends.
Ideas
Jay Jacobs US Head of Equity ETFs, BlackRock 0:40
Crypto ETF adoption is still early.
Crypto ETF investing is still in the early innings. Although IBIT launched about two years ago and has raised tens of billions, many investors and advisers are only starting to learn about Bitcoin and Ethereum, how they fit in a portfolio, and how they may behave in different market environments. Broader access on adviser platforms is expanding the eligible investor base, supporting long-term adoption for Bitcoin, Ethereum, and the ETFs that provide exposure.
Crypto ETFs IBIT ETHA BTC ETH HIGH
Todd Rosenbluth Head of Research, TMX VettaFI 1:54
IBIT investors stay loyal through volatility.
Crypto ETF investors appear sticky and focused on long-term trends rather than short-term volatility. Last year, IBIT experienced price volatility and finished down, yet still had one of its best years for asset gathering. That suggests advisers and investors are using crypto ETFs as a strategic alternative allocation and are not quickly selling out, which points to longer-term momentum in crypto ETF adoption.
Crypto ETFs IBIT HIGH
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This CNBC video, published January 06, 2026, features Jay Jacobs, Todd Rosenbluth discussing Crypto ETFs, IBIT, ETHA, BTC, ETH. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jay Jacobs, Todd Rosenbluth  · Tickers: Crypto ETFs, IBIT, ETHA, BTC, ETH