Darkfost2026-01-04

Stablecoin inflows show early signs of recovery

It is now important to closely monitor the evolution of the stablecoin side in the market. Tracking stablecoin flows makes it possible to assess investor behavior and, therefore, demand in relation to the current conditions of the crypto market. Demand needs to improve. We need to see more stablecoins being deployed into the market to support a genuine bullish recovery. For now, growth remains stagnant, which can be observed through the market capitalizations of the main protocols such as Tether and Circle. At this stage, the market is therefore moving based on shifts in the liquidity that is already present in the system. This chart precisely allows us to observe the flows heading toward exchanges. When stablecoin inflows into exchanges increase, it suggests that investor interest is improving and that they are likely preparing to re-enter the market. This is what we are starting to see today. The development remains modest, but it is enough to break the prevailing trend. Looking at the chart, it may not seem significant at first glance, yet the weekly average has just risen from $51B to $81B in inflows within a single week. The 90-day average continues to decline and has now reached $100B. Reclaiming levels above this threshold would not be insignificant. If stablecoins continue to flow into exchanges and are effectively deployed into the market, it would clearly be a positive signal. However, this will need to be accompanied by additional developments to sustain the ongoing shift.