$BTC LIQUIDITY IS DRYING UP — AND CRYPTO CAN’T IGNORE THIS ANYMORE
The crypto market isn’t crashing… but it’s starving.
Stablecoin market caps have gone flat, and that’s the real warning sign. No fresh fiat is entering crypto right now. At the same time, capital isn’t fleeing either — it’s just sitting on the sidelines.
That’s the danger zone.
From September to today, monthly USDC & USDT inflows to exchanges were cut in half, collapsing from ~$136B to roughly ~$70B. Even the yearly average has started rolling over. This tells us one thing clearly: investors are cautious, not confident.
Liquidity still exists inside the system, but it’s not being deployed. No aggression. No conviction. Just waiting.
Markets don’t trend higher on hesitation. They move when liquidity expands — and right now, expansion isn’t happening.
Until stablecoin flows reverse, upside remains fragile and rallies struggle to sustain.
Watch the flows.
That’s where the next real move will be born.
Are you waiting for liquidity to return — or positioning before it does? 👀
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