2026-01-20 22:21:26

The market capitalization of stablecoins just hit a new record of 307.7 billion USD. At the same time, tokenized funds and real-world assets are also reaching new highs. What does this mean? On-chain liquidity is not lacking; the problem is that these funds haven't moved yet — they haven't entered the volatile markets.

Considering the recent sharp contraction in stablecoin supply, this signal is actually worth pondering. Historically, the accumulation of funds combined with a decline in supply usually indicates that the market is approaching the bottom. In other words, large buy orders may be lurking off-chain, waiting for risk signals to become clear enough, and are ready to enter the market in a big way.

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IntrovertMetaverse

· 8h ago

All the money is hidden in stablecoins, but no one dares to move it. It feels like a big move is brewing. Only when the risk signals become clear will people dare to rush in. Smart investors are all waiting for that moment. Over 300 billion is piled up there, really just burning money. Sooner or later, it will flow into the volatile markets. With declining supply and accumulated funds, it's the classic pattern in history. Is the bottom coming? The big players lurking outside the market are probably sharpening their swords. But honestly, who can be sure when the "clear signals" will come? It's all a gamble. While stablecoins hit new highs, their supply shrank, which is indeed a bit strange and has that familiar feel.

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LiquidatorFlash

· 8h ago

307.7 billion stablecoins accumulated, but the supply is shrinking... This contradictory signal is a bit dangerous; we need to see if the collateralization ratio threshold has been triggered.

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unrekt.eth

· 8h ago

Damn, is this wave of stablecoin accumulation really brewing some big move, or are we about to get cut again? Wait, the supply is actually decreasing? That logic doesn't quite hold up. The big players are holding back their big moves, retail investors are still sleeping? LOL But on the other hand, this accumulation phase does look a bit interesting, just not sure if it's another false alarm. Funds are all hiding in stablecoins, just waiting for that moment to explode. Let's see who reacts fastest.

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