- Stablecoin outflows from exchanges slowed to $2 billion over the previous month, suggesting capital is consolidating inside the crypto sector moderately than exiting.
- Binance dominates the market with $47.5 billion in stablecoin reserves, 65% of the overall tracked, closely concentrated in USDT.
- Regardless of the stabilising outflows, analysts warn this isn’t a restoration sign and counsel Bitcoin might nonetheless drop to a $55,000 “bear-market ground.”
Stablecoin outflows from centralised exchanges slowed to about US$2 billion (AU$2.8 billion) over the previous month, down sharply from the US$8.4 billion (AU$11.8 billion) in outflows seen at first of the late-2025 bear market, based on CryptoQuant information shared Tuesday. The agency stated the shift factors to capital consolidating inside crypto moderately than exiting the sector.
CryptoQuant stated that consolidation is being mirrored in the place stablecoins are sitting. Binance holds US$47.5 billion (AU$67.2 billion) in USDT and USDC mixed, representing 65% of whole stablecoin reserves throughout centralised exchanges tracked by the agency. That steadiness is up 31% from US$35.9 billion (AU$50.8 billion) held a yr in the past, at the same time as broader market situations stay weak.
Binance’s stablecoin reserves are closely weighted towards USDT. The alternate holds US$42.3 billion (AU$59.8 billion) in USDT versus US$5.2 billion (AU$7.3 billion) in USDC, with USDT reserves up 36% year-on-year whereas USDC holdings have been largely flat over the identical interval.
Different main exchanges maintain materially smaller swimming pools of stablecoins. OKX has US$9.5 billion (AU$13.5 billion) in reserves, or 13% of the overall tracked by CryptoQuant. Coinbase holds US$5.9 billion (AU$8.3 billion), or 8%, whereas Bybit holds US$4 billion (AU$5.6 billion), or 6%.
Associated: Bitcoin Back in the Red as Analysts Warn $60K is “Liquidation Trigger”
Doesn’t Imply The Market Is Reversing
CryptoQuant advertising and marketing head Nick Pitto stated in a press release that the movement shift doesn’t quantity to a restoration sign, however extra like a consolidation section, significantly on Binance, and added {that a} bullish flip would require reserves to develop once more or for capital to be deployed into threat property.
Regardless of the moderation in stablecoin outflows, CryptoQuant stated Bitcoin (BTC) should still not have reached a bear-market backside. The agency has pointed to realised worth help close to US$55K (AU$77.8K) as a stage that has not but been examined within the present cycle, and described it as a probable zone for an eventual bear-market ground.
Bitcoin was buying and selling at US$68K (AU$94K) on the time of publication, down about 1.39% over the previous 24 hours.
Learn extra: Institutions, Not Individuals, to Drive Crypto’s Mainstream Breakthrough
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