Analysis: Stablecoin funds continue to flow out, Bitcoin faces liquidity pressure
Although the market is currently generally concerned that the buying strength of Strategy may decline, there are two rules that are always important in the cryptocurrency market: follow the trend and follow the flow of funds. When liquidity reverses, it usually means that the market environment is switching, and the risk of prematurely bottom-fishing is extremely high. During this bull market, the monthly changes in stablecoin supply had previously remained positive, but the market is currently experiencing a second round of stablecoin outflows.
In the past 30 days, the net outflow has reached approximately 5 to 6 billion dollars. The slowdown in capital inflow combined with rising volatility has significantly weakened the liquidity environment's support for the market. This not only puts pressure on crypto assets but also affects stablecoin issuers. Therefore, the current period of consolidation may continue until the flow of funds recovers.
You may also like

Paul Graham: How to Make a Billion Dollars

If the AI bubble has already burst, who will truly remain?

Morning Report | Prediction market platforms like Kalshi and Polymarket jointly sue Kentucky over 14.25% trading tax; Bridgewater founder discusses decision-making in the AI era: principled thinking should run parallel to AI, human insight remains irre...

What is the connection between Huang Zheng of Pinduoduo and blockchain?

The other side of Musk's trillion-dollar fortune: 85% cannot be sold

The U.S. government prohibits foreigners from using Fable 5, Anthropic issues a rebuttal

Citibank releases "2030 Asset Tokenization Market Outlook": 6 major trends may create a $8.2 trillion market

The trillion-dollar valuation test: Are the three major super IPOs a celebration for tech stocks or a nightmare for the crypto market?

Morning Report | Digital Asset completes $355 million financing led by a16z Crypto; Meta completes operational separation from Manus

a16z Crypto Partner: Cash flow is the moat

Cryptocurrency market makers collectively seek change as it becomes increasingly difficult to make money

How TradeXYZ, xStocks, and Alpaca break down the SpaceX IPO into three different strategies

$75 billion in risk asset redistribution: How will SpaceX's IPO affect U.S. stocks and Bitcoin?

Why Is BlackRock Investing $5 Billion in the SpaceX IPO?

Morning News | CME Group launches Nasdaq Cryptocurrency Index futures; Asset management giant Janus Henderson strategically invests in Ethena

Bitcoin Layer 2 Network Botanix: Why Did We Choose to Dissolve?

Why did Oracle deliver the strongest financial report in history, yet its stock price fell?



