SIXTY BILLION DOLLARS IS WAITING TO BURN
The market is fundamentally mispriced right now. While headline figures show stablecoin capitalization rising, where that capital is moving reveals a dangerous trend. $USDT balances on derivatives platforms have exploded, climbing from $40 billion to nearly $60 billion since the beginning of 2025.
Simultaneously, the liquidity drain on spot markets is accelerating. We are seeing $USDC spot holdings cut in half, dropping from $6 billion to $3 billion in a short span. This is not accumulation; it is pure leverage hunting.
Retail and institutions are abandoning long-term $BTC and altcoin holding for short-burst, high-risk derivative plays. This behavior starves the spot market of the sustained buying pressure needed for organic growth momentum. When capital is concentrated in highly leveraged positions, the risk of cascading liquidation events—already measured in billions this year—becomes exponentially higher. We are building a massive, unstable foundation based on borrowed time, not real demand.
Not financial advice. Trade responsibly.
#CryptoMarkets #StablecoinFlows #LeverageRisk #BTC
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