Skarp ökning av kapitalinflöden på kryptobörser mitt i marknadskorrigering

According to data from the analytical platform CryptoQuant, stablecoin reserves on Binance have reached a record $51.1 billion, which is the highest figure in the exchange's history. This indicates that investors are actively transferring funds to platforms, preparing for potential recovery.

Context of the Correction and Fund Inflows

The cryptocurrency market correction has been ongoing for several weeks, with Bitcoin (BTC) dropping from peak levels of $125,000 to $82,000, and the total market capitalization decreasing by over $1 trillion. However, instead of panic, we are seeing a massive influx of liquidity. Over the past week, inflows into BTC and Ethereum (ETH) reached $40 billion, with a significant portion going to Binance ($15 billion) and Coinbase ($11 billion). This suggests that major players (institutions and "whales") are using the correction to accumulate assets rather than sell.

Our own research based on web searches and searches on X confirms this trend. For example, older data shows that stablecoin reserves on Binance have been gradually increasing: in September 2025, they reached $40 billion, in October - $45 billion, and in November already exceeded $51 billion. The total volume of stablecoins on all centralized exchanges (CEX) is also breaking records, reaching $68 billion, of which 67% is controlled by Binance.

Why This Matters?

• Such stablecoin reserves (primarily USDT and USDC) mean that enormous amounts of funds are accumulating on exchanges, ready for investment. Considering leverage (e.g., 5x), this could generate up to $200 billion in buying power. Historically, similar inflows have preceded rallies: for example, in November 2024, the doubling of reserves on Binance led to a 54% increase in BTC to $108,000.
• The exchange controls 59% of all stablecoin reserves on CEX, with total reserves around $120 billion (including BTC and ETH). This makes it a key player but also a potential risk - if Binance "sneezes," the market could react volatilely.
• As the second-largest platform for inflows, Coinbase is recording significant deposits from institutions, highlighting interest from traditional finance.

Potential Risks

Despite the positivity, there are nuances. Some sources note a decline in BTC and ETH reserves directly on Binance since the beginning of the year, which may indicate asset redistribution. Additionally, high inflows could signal short-term market overheating. Experts on X advise monitoring Q4 2025 - Q1 2026, when such liquidity could launch an altcoin rally.