š„šØThe Stablecoin Panic Is Lazy Thinking
Everyone is staring at the crypto liquidity flow indicator and asking the wrong question. They see red numbers and scream āthe cycle is over.ā That reaction isnāt cautiousāitās intellectually sloppy š„
The indicator asks something brutally simple: is stablecoin growth speeding up or slowing down? It measures the change in annual growth over the last 30 days. Momentum, not size. Direction, not drama. And yes, the recent readings went sharply negative. Cue the fear merchants.
But hereās the part people conveniently ignore:
Growth didnāt flipāit decelerated
Year-over-year issuance is still positive
Liquidity is cooling, not evacuating
Cooling is not collapse. Slowing is not reversal. If you canāt tell the difference, youāre trading headlines, not data.
Historically, these sharp momentum dips during broader liquidity uptrends arenāt death signals. Theyāre resets. Pressure releases. The market taking a breath before pushing again. Every bull phase has these moments where weak conviction gets shaken out and loud opinions get exposed š§Ø
Personal take? The real danger isnāt slowing stablecoin growth. Itās investors who confuse a pause for a funeral and sell their brains along with their bags. Debate it, hate it, disagree loudlyābut at least argue with the actual signal, not the fear you borrowed from someone else.