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- Binance stablecoin inflows hit $7.3B, signaling renewed crypto market liquidity.
- Exchange data show 67% Binance dominance and strong USDT, USDC accumulation.
- Inflows above $5B often precede major rallies, hinting at upcoming market volatility.
According to CryptoQuant’s latest data, centralized exchanges, led by Binance, saw ERC-20 stablecoin balances rise by $7.3 billion in 30 days, a level last seen just before Bitcoin broke past the 2024 highs. Such a scale of inflow suggests traders are parking fresh capital on Binance rather than staying in self-custody or on smaller venues. The market reads that as “deployable liquidity,” which tends to move into BTC, ETH or liquid L1s once a catalyst appears.
Related: Crypto Liquidity Surges as Stablecoin Supply Hits Record $217.8 Billion
The $7.3B Inflow: Where Is the ‘Dry Powder’ Coming From?
CryptoQuant’s data shows this inflow is concentrated on Binance. The exchange holds about 67% of the total market share, reinforcing its dominance. While OKX and Bybit recorded minor upticks, Binance’s inflows were supported by its cross-chain liquidity infrastructure. Analysts note the inflows largely consist of USDT and USDC. This reflects new deposits from both retail and institutional wallets.
This on-chain movement shows a buildup of “dry powder.” Large holders are actively transferring stablecoins into Binance wallets. CryptoQuant’s Julio Moreno stated that spikes of this scale often precede market-wide activity. “Stablecoin inflows reflect capital readiness,” he said, noting that exchange reserves often rise before new speculative cycles.
How the Inflow Compares to Past Bull Cycles
The current $7.3B inflow mirrors patterns seen in prior bullish phases. In April 2024, reserves rose by $3.8 billion, which coincided with pre-ETF anticipation. Another major buildup occurred in early 2025. During that time, inflows reached $5.1 billion just ahead of Bitcoin’s subsequent rally.
Source: X
The all-time peak for inflows was $9.1 billion in early 2025. This marked the largest liquidity accumulation over the past two years. Following a mid-year contraction, inflows began to recover in October, indicating sidelined capital is returning to exchanges.
Why This $7.3B Surge Signals an Imminent Market Move
CryptoQuant analysts note a clear historical pattern. Inflows exceeding $5 billion in a month have preceded major expansions in trading activity. The current $7.3 billion figure reflects significant liquidity. This “dry powder” could soon translate into higher volatility as it is deployed into assets like BTC and ETH.
Broader macro factors also contribute to this renewed activity. These include Federal Reserve rate cuts and reduced borrowing costs. With market liquidity expanding, stablecoin movements remain a key metric for gauging near-term market direction.
Related: Solana Pulls Chain-Leading $255M Stablecoin Inflows; SOL Eyes $300
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Source: https://coinedition.com/binance-stablecoin-balances-jump-7-billion-in-30-days-2024-peak-cryptoquant/