Crypto ETFs: 3 Funds with Upside Potential Amid Market Downturn

The cryptocurrency market has experienced a significant downturn, with Bitcoin, Ethereum, and Solana prices falling below their all-time highs. However, experts believe that these funds have significant upside potential, making them worth a closer look.

As of September 29, Bitcoin was 33% below its $126,080 all-time high, Ethereum is 46% below its $4,946 peak, and Solana was about 60% below its record high of $293. At these prices, the funds that hold these assets are positioned to experience a lot of inflows, provided that the factors that drove their recent run-ups or new drivers are in play.

The Bitwise Solana Staking ETF (BSOL), the iShares Bitcoin Trust ETF (IBIT), and the iShares Ethereum Trust ETF (ETHA) are three funds that have significant upside potential. The Bitcoin fund's $66.8 billion in net assets makes up a lion's share of the $107.8 billion held by all U.S. spot Bitcoin ETFs as of September 30.

The Ethereum ETF has flightier holders, with its shares outstanding declining by 22% in the first half of 2026, then jumping 36% by September 28. The Solana ETF is the only one of the three funds that pays a yield, with a 5.5% net reward rate. However, the yield will likely shrink due to a governance measure called SIMD-0550, which speeds up the decline in new coin issuance over the long term.

Experts recommend splitting $1,000 across these three crypto ETFs, with $600 going into the Bitcoin fund, and the Solana and Ethereum ETFs splitting the rest evenly. This is because Bitcoin is considered the safest major cryptocurrency to invest in, and it won't be going anywhere. Ethereum and Solana, although strong players, need to compete against myriad rivals to succeed, and over the very long term, they might lose.