inflows

Despite sharp volatility and heavy liquidations shaking the crypto market in recent days, capital flows suggest that traders are quietly positioning for the next move higher. Binance, the world’s largest exchange by volume, has recorded over $1.6 billion in stablecoin inflows, a level that historically aligns with renewed demand for spot crypto assets.
The timing of these deposits is especially notable. Bitcoin’s price dipped briefly below $109,000 earlier in the week after a whale reportedly unloaded 24,000 $BTC , unleashing a wave of forced liquidations. Ether followed suit, retracing much of its Friday rally that had been fueled by speculation of imminent Federal Reserve rate cuts. Yet, even as price action looked fragile, traders were moving significant liquidity onto exchanges in preparation for accumulation.
On-chain data shows that Binance saw nearly $1 billion in Ether withdrawals alongside the inflows, underscoring a split dynamic: long-term holders moving $ETH into cold storage, while sidelined capital, parked in stablecoins, waits for attractive entry points. In effect, this creates a setup where immediate sell pressure is reduced, and potential buy-side demand builds beneath the surface.
This activity comes against a backdrop of shifting macro correlations. For much of the past few years, Bitcoin has tracked global liquidity and broad money supply, often with a lag of several months. The recent sell-off, however, marks the widest divergence from global M2 in over two years, raising questions about whether BTC is temporarily decoupling from liquidity trends or simply experiencing a delay in catching up. Analysts like Raoul Pal emphasize that the longer-term correlation with overall global liquidity remains intact, but short-term breaks can add uncertainty for traders relying on macro signals.
Another complicating factor has been the steady outflows from U.S. spot Bitcoin ETFs. Over $1 billion in redemptions last week put additional pressure on the market, highlighting persistent investor caution. Still, a modest reversal began on Monday, when ETFs finally registered net inflows after six straight sessions of outflows, a tentative sign that institutional appetite may be stabilizing.
Together, the capital flows tell a nuanced story. While heavy leverage and whale-driven sell-offs amplify near-term swings, stablecoin inflows and $ETH withdrawals point to patient accumulation and reduced supply on exchanges. This creates a market environment that may remain volatile in the short run but is increasingly primed for sharper reactions once momentum turns.
For traders and allocators, the takeaway is clear: despite the turbulence, liquidity is quietly reloading on the sidelines. If Bitcoin can stabilize above key levels and macro sentiment improves, the scale of stablecoin inflows on Binance could serve as the foundation for the next leg higher.
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