If you're still treating $USDT and $USDC as the same, stop now.
Most traders miss these flow splits and end up on the wrong side of the next move, watching buying power build while they sit idle or get shaken out.
Last week $USDT net inflows averaged $80.8 million a day, the highest in six months, while $USDC flowed out at $70 million daily. That gap is not noise. Inflows for $USDT rose 17.7 percent month over month as $USDC outflows jumped 27.9 percent. Total stablecoin reserves barely moved, up 0.33 percent to $43.59 billion, and the $USDT exchange supply ratio hit a six-month high of 0.4349.
Some will call this simple rotation between stables with no price impact. I see it as traders consolidating dry powder into $USDT, possibly rotating off $USDC, which has often preceded actual market action.
Where do you think this capital is heading next?
#Stablecoins #Crypto #USDT
Most traders miss these flow splits and end up on the wrong side of the next move, watching buying power build while they sit idle or get shaken out.
Last week $USDT net inflows averaged $80.8 million a day, the highest in six months, while $USDC flowed out at $70 million daily. That gap is not noise. Inflows for $USDT rose 17.7 percent month over month as $USDC outflows jumped 27.9 percent. Total stablecoin reserves barely moved, up 0.33 percent to $43.59 billion, and the $USDT exchange supply ratio hit a six-month high of 0.4349.
Some will call this simple rotation between stables with no price impact. I see it as traders consolidating dry powder into $USDT, possibly rotating off $USDC, which has often preceded actual market action.
Where do you think this capital is heading next?
#Stablecoins #Crypto #USDT
