🚨 Can Bitcoin Restart a Bullish Trend? Here’s What Really Needs to Happen
Bitcoin slipped under $90K again during early Asian hours, even though macro conditions look positive. But the real issue isn’t the Fed, inflation, or rate cuts — it’s liquidity.
🔍 Why BTC Is Still Struggling
Analysts point out that stablecoin inflows have dropped sharply, and that’s a major reason Bitcoin can’t build momentum. Fresh liquidity = fuel for a bullish trend… and right now, the market is running low.
📉 The Numbers Tell the Story
BTC trading around $89,885, down ~2.7% in 24h
Stablecoin inflows fell from $158B (Aug) to $76B (now) — a MASSIVE 50% drop
90-day average also dipped from $130B → $118B
Even with the Fed’s third rate cut this year (25 bps to 3.50%–3.75%), Bitcoin didn’t react the way many expected. Rate cuts usually boost crypto — but not this time.
🔥 The Missing Catalyst: Liquidity
According to analyst Darkfost, Bitcoin needs new stablecoin liquidity to break out. Without it, every bounce feels weak because it’s driven by less selling, not more buying.
🪙 Stablecoins Are Growing… But Not for BTC
Even though issuers like USDT and USDC are minting at record levels, much of that supply is being used for:
Cross-border payments
Derivatives platforms (not spot buying)
Strong activity from Asia, ME, Africa & LATAM
📌 Bottom Line
Macro signals aren’t enough anymore.
If Bitcoin wants to flip bullish again, it needs:
1️⃣ Fresh stablecoin inflows
2️⃣ Stronger market sentiment
3️⃣ Real buying pressure — not just slower selling
Until liquidity returns, BTC’s momentum will remain capped.