Today, during early Asian trading hours, Bitcoin (BTC) slipped below $90,000 once again.
The most surprising thing is that this decline came immediately after the Federal Reserve's rate cut — when normally a bounce is seen in the crypto market.
But this time the market showed a reverse move.
Therefore, I checked the data in detail… and one thing became clear to me:
🔥 Bitcoin Needs the Most Liquidity to Be Bullish
Today, the main issue for BTC is not price, but a shortage of liquidity — especially of stablecoins.
📉 Impact of the drop in stablecoin inflows.
Inflows in August: $158B
Around today: ~$76B
➡️ That means a direct drop of 50%.
The 90-day average has slid from $130B to $118B.
This is the liquidity that drives BTC up.
And when fresh capital is not coming into the market, the rally cannot sustain.
🧠 Reason for BTC's weak price action.
What I am observing:
Demand has decreased.
New buyers are not entering the market.
The small bounces are due to reduced selling pressure — not due to fresh buying.
This simply means:
Until fresh stablecoin liquidity comes into the market, BTC will not start a strong bullish trend.
📦 Stablecoins are being minted… so where is the liquidity going?
Yes, the market cap of USDT and USDC is increasing.
but the majority supply is being used:
Cross-border payments
Derivatives exchanges
Regional flows (Asia is the most active)
This means that stablecoins are being created, but they are not reaching the BTC spot market.
#IMF #BinanceAlphaAlert #BTCanalysis
