Stablecoin Market Cap Smashes Records as $70B Daily Floods Into Exchanges
Stablecoins just flexed their dominance—again. The market cap hit an all-time high while exchanges saw $70 billion in daily inflows. Guess who''s not sweating volatility?
Why this matters: When stablecoins pump, it''s not retail FOMO—it''s institutional money building bridges between crypto and traditional finance. The suits are finally playing our game.
The cynical take: Wall Street still can''t decide whether to ban stablecoins or issue their own (spoiler: they''ll do both). Meanwhile, $70B daily flows prove the real ''stable'' asset was crypto liquidity all along.
$70 Billion in USDT and USDC Flow Into CEXs Daily
Using data from CryptoQuant, analyst Axel Adler Jr. reported that in December 2024, when Bitcoin traded between $98,000 and $100,000, daily inflows of USDT and USDC into CEXs peaked at a record $131 billion.
By June 2025, this number had dropped to $70 billion daily. Although this represents a sharp 30% decline, the inflow volume remains significantly higher than from 2021 to 2024.
This shift could reflect more cautious investor sentiment. bitcoin is trading near all-time highs, and global geopolitical tensions have introduced a layer of uncertainty. Despite that, the current stablecoin inflow is still massive, suggesting investors haven’t abandoned their bullish expectations.
“The decline reflects a natural cooling of excess bullish momentum, while BTC remaining above $100,000 signals that market participants are willing to maintain positions and limit selling. We are currently witnessing a phase of consolidation and base-building ahead of the next move,” Axel Adler Jr said.
Axel’s view hints at a sideways phase for Bitcoin, as the market waits for the next major move.
Short-Term Optimism as Binance Inflows Spike
Looking at short-term activity, analyst Amr Taha notes a recent resurgence in stablecoin inflows to Binance. He highlights that, during the second week of June, net stablecoin inflows to Binance exceeded $400 million on several days. That’s a significant jump compared to early May.
In addition, on June 16, Binance recorded a major Bitcoin net outflow, nearly 4,500 BTC withdrawn from the exchange in a single day.
By combining these two signals, Amr suggests that Bitcoin may be poised for a potential breakout.
“The aggressive Bitcoin withdrawals and concurrent stablecoin deposits create a supply-demand asymmetry. With fewer BTC available on exchanges and growing liquidity to fuel buys, the stage is set for a potential price breakout,” Amr Taha predicted.
Stablecoin Market Cap Reaches New Peak in June
According to DeFiLlama, the total stablecoin market cap surpassed $251 billion in June.
Tether (USDT) alone crossed $155 billion in market cap. Recently, Tether has been minting USDT at an accelerating pace. CryptoQuant analysis revealed that, so far in 2025, there have been 17 mints of over $1 billion USDT each on TRON (TRC-20).
With stablecoin capitalization climbing and exchange inflows remaining solid, investors seem to be waiting for a strong enough signal that might ease current concerns and trigger large-scale buying of Bitcoin and Altcoins.
