Binance’s multi-asset reserves are showing a notable divergence ahead of a major U.S. inflation week, with stablecoin balances declining while Bitcoin and Ethereum reserves return to levels seen earlier this year.

The data as of August 9 shows Binance’s

USDC reserve at $4.3 billion, its lowest level since October 13, 2025.

USDT reserves have also declined to $38.4 billion, falling below the $40 billion level recorded on June 25.

Together, the two stablecoins shown in the dataset currently represent approximately $42.7 billion in reserves.

The picture is different for the two largest crypto assets. Binance’s Bitcoin reserve stands near 660,000 BTC, roughly matching its June 4 level, while

Ethereum reserves have reached 3.8 million ETH, around the same level recorded on May 23.

This creates a clear divergence in the exchange’s reserve composition: stablecoin reserves have moved toward recent lows while BTC and ETH balances have returned toward earlier 2026 levels.

The timing makes the shift particularly relevant for traders, as markets enter a crucial 48-hour U.S. inflation window.

The July Consumer Price Index is scheduled for Wednesday, August 12, followed by the Producer Price Index on Thursday, August 13, both at 8:30 a.m. ET.

Economists polled by Reuters expect headline CPI inflation to ease slightly to 3.4% year over year from 3.5% in June, while core CPI is projected at 2.5%.

The reports are receiving increased attention as investors reassess the Federal Reserve’s next policy move.

Against this macro backdrop, Binance’s changing reserve mix provides an additional on-chain indicator to watch as crypto markets approach a concentrated period of inflation and monetary-policy catalysts.

Written by Amr Taha