Darkfost2025-10-28

The BTC Stablecoin reserve ratio on Binance Is flashing a buy signal !

Following the liquidation event on October 10th, the market was heavily shaken. The spillover into the derivatives markets also affected the spot market, with significant moves seen across multiple levels. Some took the opportunity to accumulate, while others preferred to hedge and rotate into stablecoins. As a result, we saw major shifts within Binance reserves, both in stablecoins and BTC holdings. But one clear trend emerges from all the noise. The BTC/Stablecoin reserve ratio on Binance is flashing a buy signal for the third time this cycle. Here’s what happened the previous times this signal appeared : - from $16 600 in January 2023 to $24 800 - from $20 300 in March 2023 to $73 000 - from $78 600 in March 2025 to $123 500 This signal indicates that Binance’s stablecoin reserves have been growing relative to its BTC reserves. In other words, there is an increasing amount of stablecoins ready to enter the market while BTC reserves continue to fall. This creates a potential supply shock, setting the stage for ideal conditions for a sustained bullish reversal. And here’s the most surprising part, we’re currently approaching a setup that usually forms during bear markets or after deep corrections, which is quite unexpected given the current context.