A massive movement has shaken up the cryptocurrency market. Billion-dollar Tethers (USDT) and other stable cryptocurrencies have appeared in Binance and massive crypto-active exchanges. Dynamics that generally affect the behavior of Bitcoin (BTC).
Stablecoins’ Binance tickets marked new records, with over $62 million registered on September 8th, according to data analytics firm Onchain Cryptokant.
This movement reflects two aspects. On the one hand, it can become an internal operation of the platform to meet user demand. On the other hand, they could be a transfer of investors who have decided to place the Steubcoin in exchange so that they can quickly utilize capital.
For a large entry for stubcoin to Binance, The reserves of these assets in exchange – this is the largest in the world by commercial volume – have reached a new historic maximumnearly $390 million.
All of the above suggests that liquidity continues to flow into the market and Binance will remain the main entrance door.
The behavior of Binance’s Stablecoins reserves maintains a close relationship with Bitcoin prices. A stable increase in currency deposits is usually digital, equivalent to dollars prepared to be converted into other crypto subjects, so it predicts the ability to purchase.
In previous cycles, the stubcoin at the Binance input peak coincides with price rebound, indicating a significant correlation. An example was at the end of 2024, with the USDT in the exchange exceeding US$330 million in reserves and other stivine coins.
It was accompanied by that movement Due to the price rise that saw Bitcoin overcome 100,000 US dollars for the first time in its historyas shown in the following graph:
Rodrigo Durán Guzmán, communications director at Exchange Cryptomkt in Chile, believes that the recent injection of Stablecoins A Binance has led to “estimating institutional and retail investors preparing to enter the market to accumulate BTC or other digital assets.”
“However, it is important to distinguish between the entry of potential capital and the actual execution of purchases. Durán said in his comment to Cryptootics, as not all this liquidity is necessarily doomed to Bitcoin.
Bitcoin will go for a salary increase
The stubcoin entrance to US$620 million USDT and other Binance is produced in a timely manner. Many of the markets are watching probation for the next meeting (FOMC) of the Federal Open Market Committee (FOMC). This is because US Federal Reserve President Jerome Powell appeared at the end of August.
If interest rates are reduced, Bitcoin prices could rise as the cost of borrowing money will be reduced and liquidity injections into the market. This liquidity usually moves to BTC and other assets that are considered “risk” as it has happened in the past.
Bitcoin Market analyst Carmelo Alemán told Cryptonotic’s comments that liquidity injections will benefit BTC within two to three months. For him, Bitcoin demand could rise significantly in the last quarter of the yearand as a result, its price.
As can be seen in the next Bitcoin Counterflow Graph, BTC prices have historically followed an increase in global liquidity.
For Durán, expectations for interest rate reductions are an important macroeconomic factor for BTC. He argues that lower rates create “double-favorable scenarios for digital currencies.” This leads to greater fluidity within the ecosystem “A macro environment that encourages investment in diversified assets.”
«Smooth tension»
In that order of ideas, we await the possibility of rate reductions, liquidity injections, and stubcoin’s greater movement into Binance and other exchanges. The market is in “tensive and calm”According to Spanish financial analyst Oliver Ramos.
This sentiment refers to the fact that the market is at a stage 90% above the average price for a cycle of nearly $55,000, but according to Ramos’ vision there is a shortage of related news offering direction.
Experts say that the narratives that have fostered interest in BTC for several years, including institutional adoption, ETFs and other strategic advertising approvals, have given space to the dependence of macroeconomic indicators such as U.S. employment data and inflation. This transition creates uncertainty and slows down sector dynamism.The specialist says.
Other factors also affect all of this, including the wear and tear in marketing strategies, such as falling into searches related to Google’s cryptocurrency. Analysts say these campaigns are no longer attracting attention like they did in 2021.
In that sense, Ramos observes that innovation has progressed slowly and competition between projects has decreased.. Therefore, this integrated the main actors, But it also limits the creation of new stories.
Meanwhile, Rodrigo Duran, despite being “tight and calm,” Bitcoin prices can have a significant risehowever, “the size depends on the speed at which the capital mobilizes and the signal delivered by the Federal Reserve at the next meeting.”
He also adds that once the feat is cut and liquidity becomes an effective purchase, “BTC can resume its sustained upward trend.”
“However, prudence remains essential for investors, as markets remain sensitive to regulatory and geopolitical volatility,” he concludes.
