Stablecoin market cools off, yet USDT adds 1.6 million new holders in a week—why?
💡 Impact on judgment: Positive 📈. Stablecoin leader status is strengthened. On-chain liquidity expectations improve, and BTC may receive funding support within 12 hours.
USDT added 1.6 million holders in a week. Its growth rate is nearly 3 times that of USDC, further concentrating stablecoin share toward Tether.
What’s going on
According to the latest data from Crypto Briefing, over the past 7 days, the number of USDT-holding addresses increased by 1.6 million, while during the same period USDC added only about one-third as many new users. What’s interesting is that the broader stablecoin market has actually been cooling recently—total market cap growth has slowed. In other words, while the overall market is contracting, USDT is bucking the trend by attracting users. The core reason is emerging markets—high-inflation regions like Turkey, Argentina, and Nigeria. In these places, USDT is the people’s de facto “stable” dollar account. The growth of these users isn’t really tied to crypto market sentiment; it’s mainly driven by whether local currencies are losing value.
Market impact
- Short term: Sentiment is somewhat upbeat. Stablecoins are in-trade ammunition. USDT’s continued expansion of users means potential buy pressure is building. BTC is currently $77,208, up slightly by 0.25% over 24h. ETH is $2,441.5 up 1.14%, XRP is $1.499 up 3.49%. The market itself isn’t weak, and this news gives the bulls a bit more confidence.
- Mid term: In the stablecoin duopoly, Tether’s share continues to expand, and regulatory scrutiny will likely intensify—the bigger the volume, the more lawmakers in the U.S. are paying attention. Also, users from emerging markets tend to be long-term holders; the money entering won’t rush in and out quickly, providing slow, ongoing support to the market bottom.
My take
Moderately bullish. Stablecoin user growth is one of the hardest things to fake—and one of the most leading indicators of real fund flows—more reflective of genuine retail entry than ETF flows. As long as BTC stays above $77,000 without a valid breakdown, and stablecoin expansion continues, I expect sideways-to-strong consolidation here, with ETH showing higher elasticity. The key risk is if regulators move against Tether; in the short term, that could trigger a wave of sentiment shock—this is the only hidden risk in this bullish narrative.
- Coin: BTC / ETH
- Direction: Positive 📈 Forecast up
- Duration: BTC 12 hours / ETH 24 hours
$BTC $ETH #BTC #ETH
📊 Historical backtest
- After news similar to “BlackRock quietly accumulated nearly 4% of Bitcoin supply” (2025-10-01) was released, BTC’s 12h move was +1.23%. The bullish expectation was correct ✅
- There were 282 bullish BTC news items in history; in 122 cases, the predicted direction matched the actual price action (accuracy 43%)
#Stablecoins
⚠️ Not investment advice
💡 Impact on judgment: Positive 📈. Stablecoin leader status is strengthened. On-chain liquidity expectations improve, and BTC may receive funding support within 12 hours.
USDT added 1.6 million holders in a week. Its growth rate is nearly 3 times that of USDC, further concentrating stablecoin share toward Tether.
What’s going on
According to the latest data from Crypto Briefing, over the past 7 days, the number of USDT-holding addresses increased by 1.6 million, while during the same period USDC added only about one-third as many new users. What’s interesting is that the broader stablecoin market has actually been cooling recently—total market cap growth has slowed. In other words, while the overall market is contracting, USDT is bucking the trend by attracting users. The core reason is emerging markets—high-inflation regions like Turkey, Argentina, and Nigeria. In these places, USDT is the people’s de facto “stable” dollar account. The growth of these users isn’t really tied to crypto market sentiment; it’s mainly driven by whether local currencies are losing value.
Market impact
- Short term: Sentiment is somewhat upbeat. Stablecoins are in-trade ammunition. USDT’s continued expansion of users means potential buy pressure is building. BTC is currently $77,208, up slightly by 0.25% over 24h. ETH is $2,441.5 up 1.14%, XRP is $1.499 up 3.49%. The market itself isn’t weak, and this news gives the bulls a bit more confidence.
- Mid term: In the stablecoin duopoly, Tether’s share continues to expand, and regulatory scrutiny will likely intensify—the bigger the volume, the more lawmakers in the U.S. are paying attention. Also, users from emerging markets tend to be long-term holders; the money entering won’t rush in and out quickly, providing slow, ongoing support to the market bottom.
My take
Moderately bullish. Stablecoin user growth is one of the hardest things to fake—and one of the most leading indicators of real fund flows—more reflective of genuine retail entry than ETF flows. As long as BTC stays above $77,000 without a valid breakdown, and stablecoin expansion continues, I expect sideways-to-strong consolidation here, with ETH showing higher elasticity. The key risk is if regulators move against Tether; in the short term, that could trigger a wave of sentiment shock—this is the only hidden risk in this bullish narrative.
- Coin: BTC / ETH
- Direction: Positive 📈 Forecast up
- Duration: BTC 12 hours / ETH 24 hours
$BTC $ETH #BTC #ETH
📊 Historical backtest
- After news similar to “BlackRock quietly accumulated nearly 4% of Bitcoin supply” (2025-10-01) was released, BTC’s 12h move was +1.23%. The bullish expectation was correct ✅
- There were 282 bullish BTC news items in history; in 122 cases, the predicted direction matched the actual price action (accuracy 43%)
#Stablecoins
⚠️ Not investment advice