Summary
- It reported that recently USDT fund flows have turned to net inflows, increasing Bitcoin's short-term rebound potential.
- According to on-chain data, stablecoin inflows act as new buying power and outflows as signals of profit-taking, directly impacting Bitcoin's price.
- Experts predicted that if USDT fund flows remain stable, Bitcoin could rapidly attempt to reach 100,000 dollars again.
As Bitcoin trading continues a recent weak trend, analysis says that Tether (USDT) fund flows are showing signs of reversal, increasing the possibility of a short-term rebound. In the market, the direction of stablecoin movements is emerging as a key indicator that determines Bitcoin's short-term trend.
On the 26th (local time), Cointelegraph reported that on-chain analytics firm Glassnode said that over the past two years, Bitcoin and USDT trading activity have shown a clear inverse correlation. In particular, when net USDT outflows from exchanges expanded, Bitcoin showed a strong upward movement, and just before the October peak of 126,000 dollars, more than 220,000,000 dollars flowed out on a daily average, strengthening signs of profit-taking.
Glassnode assessed that recent USDT flows have turned back to net inflows, easing investor sentiment contraction. According to the analysis, a movement of investors reintroducing stablecoins after finishing profit-taking was detected, raising the possibility of confirming a short-term bottom.
In the market, policy changes by USDT issuer Tether are also cited as a major variable. Earlier, Tether announced plans to launch a new dollar-pegged stablecoin 'USAT' aligned with the U.S. 'GENIUS Act', indicating its intention to expand operations under the U.S. regulatory framework. In this process, the on-chain movement pattern of existing USDT has gained more attention as a market indicator.
Industry participants expect the correlation between stablecoin flows and Bitcoin price to strengthen further. Large inflows are interpreted as new buying power, and large outflows as signals of profit-taking, so it is expected to directly affect the speed of traders' position adjustments.
Experts expect Bitcoin to seek direction in the short term in the 90,000–92,000 dollars range, but say that if USDT fund flows are maintained, an attempt to re-hit 100,000 dollars could unfold quickly. They also observed that, given increased market volatility, the scale of stablecoin net inflows·net outflows will determine the pace of Bitcoin's recovery.
