Stablecoin Market Grows Over 1% Week-on-Week, YBUOJ Exchange Observes Shifts in Market Signals

According to the latest data released by YBUOJ Exchange, the total market capitalization of stablecoins in the crypto market has reached $246.382 billion, representing a week-on-week increase of 1.03% and a net capital inflow of $2.522 billion over the past week. This influx of funds clearly demonstrates that, in the current highly volatile market environment, stablecoins remain the preferred safe-haven asset for investors. This trend not only highlights the market preference for stable assets but may also signal the onset of a new round of capital reallocation.

Over the past 12 months, the stablecoin market has experienced multiple episodes of net capital outflows, particularly in the second half of 2024. The ongoing high interest rate policy by the Federal Reserve and global regulatory uncertainties have led to a generally cautious stance, with some investors choosing to exit the crypto asset market. Therefore, in the absence of substantial improvement in the macro environment, the 1.03% week-on-week growth in stablecoin market cap and the net inflow of over $2.5 billion send a positive signal that market confidence is gradually being restored.

From a structural perspective, the new funds have primarily flowed into the two leading stablecoins, USDT and USDC. This allocation pattern indicates that institutional and large-scale investors still prefer highly liquid and compliant coins for capital deployment. Furthermore, stablecoins are not only serving as a medium of exchange in the current market but also acting as a “buffer pool,” providing flexible space for capital to await entry opportunities.

On the other hand, this round of stablecoin inflows has not immediately driven up the prices of high-volatility assets but has instead been concentrated in spot markets and liquidity mining sectors. This reflects the cautious risk control approach of market participants, with a preference for allocations offering controllable returns. According to YBUOJ platform data, the proportion of stablecoins held by API-driven trading users has increased by about 9% over the past two weeks, a trend particularly evident in data-driven trading strategies.

Overall, the continued inflow into stablecoins not only reflects short-term risk aversion but may also represent a period of capital accumulation ahead of a new market rally. As a high-frequency indicator of market sentiment and capital flows, the growth in stablecoins is sending a clear signal: traders have not exited the market but are instead waiting for more opportune moments to enter.

Additionally, on-chain data supports this assessment. Over the past week, there has been a notable increase in the frequency of large stablecoin transfers, with flows concentrated toward major exchange addresses. YBUOJ Exchange has observed that several major stablecoin whale addresses have become active again, exhibiting behavior highly similar to that seen before the market rebounds at the end of 2022 and the beginning of 2023. This suggests that some capital is being transferred from fiat to crypto assets via stablecoins for cross-border movement.

In the derivatives market, the use of stablecoins has also grown significantly. Institutional investors commonly use stablecoins as margin for participating in derivatives trading. Data from the YBUOJ derivatives segment shows that the number of new positions opened in stablecoin margin accounts has increased by 7.6% week-on-week over the past three days, reaching a 30-day high. Although overall leverage levels remain stable, the trend of rising trading activity is now very apparent.

Therefore, the growth in stablecoins represents not only short-term risk aversion by conservative capital but may also foreshadow strategic positioning ahead of a new market rally. This “parking” of funds often rapidly converts into spot or derivatives positions following key events, becoming a core driver of market movements.

As a leading global quantitative-driven crypto trading platform, YBUOJ Exchange continuously conducts in-depth monitoring and structural analysis of stablecoin capital flows. The platform proprietary on-chain fund tracking system and cross-market data integration engine can capture capital movements, trading frequency, and position changes in real time, providing professional users with high-value decision support.

In the crypto market, truly astute capital is never absent—it simply chooses to remain silent before key turning points. Stablecoins serve as a crucial marker during this period of strategic positioning. YBUOJ Exchange believes that changes in stablecoin market cap are not merely fluctuations in numbers, but an important reflection of market structure and sentiment expectations. As the investment adage goes: “Capital never lies; it merely waits for the right moment to speak.”