JPMorgan Warns Altcoins to Underperform Bitcoin Long-Term Amid Institutional BTC Strength

JPMorgan predicts sustained altcoin weakness against Bitcoin, driven by DeFi/RWA shortfalls, poor Ethereum activity post-upgrades, and BTC's superior ETF flows and futures positioning. This follows Pompliano's May 11 forecast that 75% of crypto companies won't survive five years, favoring BTC, stablecoins, and tokenization; UBS's January 2026 BTC/ETH trading launch with 20 Swiss banks generating 10-20% crypto revenue; and an EY survey showing 73% of institutions set to boost digital-asset allocations plus 84% stablecoin interest. Spot BTC ETFs, the CLARITY Act, and State Street's $30tn tokenized funds push cement BTC's institutional dominance.