2026-01-14 03:23:30

The market landscape at the beginning of 2026 may undergo significant changes. As funds flow back from traditional finance (gold, stocks) into digital assets, institutional investors have already started to position themselves in advance.

This week, an interesting phenomenon has occurred: USDT and USDC combined have seen an additional 3.7 billion USD in minting, a figure far exceeding the redemption volume of Bitcoin ETFs during the same period. It appears that ETFs are experiencing outflows, but the data tells a different story.

A simple calculation makes this clear. The peak size of Bitcoin ETFs was 140 billion USD. Starting from the price point of 126,000, Bitcoin has fallen by 29%. Based on this decline, the ETF size should have decreased to 99.4 billion USD. But what is the reality? The size remains at 122 billion USD.

What does this indicate? From that price point to now, ETFs have actually been absorbing capital inflows rather than outflows. The large-scale minting of stablecoins only reinforces this trend—institutions are using cash to prepare for subsequent major moves.

BTC3,34%

USDC-0,05%

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OnchainHolmes

· 6h ago

No way, with such a large amount of stablecoin issuance, obviously someone is bottom-fishing. Haha, what big moves are the institutions planning again? Wait, does this number mean that ETFs have been continuously pulling in money? Why didn't I notice? Big moves are in the making, and us retail investors are about to get cut again. 3.7 billion in stablecoins... these institutions are really ruthless this time. It feels like big funds are quietly positioning themselves while we're still watching the K-line.

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TokenomicsDetective

· 6h ago

Wow, $3.7 billion in stablecoin minting volume. This is the real signal. Institutions are secretly stockpiling, appearing to be flowing out but actually siphoning. Wait, I need to look at this ETF data again... Is it real? Big moves are coming, it feels like someone is about to get rich. The surge in stablecoins indicates that wealthy investors are about to pour in money—simple and straightforward. If this turns out to be true, those claiming ETF outflows will be proven wrong. Institutions always have a pattern: buy quietly first, then promote the story. 122 billion versus 99.4 billion, a difference of over 22 billion... Money doesn't lie.

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FOMOSapien

· 6h ago

Stablecoins surge by 3.7 billion? Institutions are gearing up, it's really coming Institutions are holding back their big moves, injecting 3.7 billion stablecoins directly, this move... ETF data is speaking in reverse, the absorption intensity is ramping up Wait, 122 billion is still rising? Something's off, good news is coming Oh my, institutions are really bottom fishing, with stacks of cash piling up Data doesn't lie, funds have been lurking for a long time The stablecoin minting volume is going crazy, the next wave is indeed about to take off

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MEV_Whisperer

· 6h ago

3.7 billion USDT/USDC minted? The institution's move... are they really holding a big trick? The surge in stablecoins combined with ETF net inflows, it's right, just waiting for that wave at the start of 2026. Data contradicts the narrative—where do ETF outflows come from? They're just bloodsucking, okay?

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HodlKumamon

· 6h ago

3.7 billion stablecoin issuance vs. ETF outflows on the books, this contrast is indeed interesting. On the data side, institutions are quietly building positions, and even the bears are getting excited.

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All-InQueen

· 6h ago

Oh no, this data is face-slapping. The apparent outflow is actually attracting funds. The institutions really know how to play. Stablecoins are printing 3.7 billion, what exactly are they doing, everyone? ETF shrank from 98 billion to 122 billion, this is called quietly adding positions. Wait, do the institutions really plan their布局 this far ahead to 2026? Or is this just another fake move before a harvest? The difference between 122 billion and 994 billion is the answer, no need to say more. Hey, wait a minute, this logic is perfect, but why do I still feel a bit uneasy? Are the institutions "preparing"? Bro, it sounds like something big is about to happen. Printing money to this extent, what can they do next?

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