Stablecoin Capital Is Recovering - But Exchange Inflow Is Still Weak
USDC+USDT exchange inflow fell to 0.68x annual norm. Market cap reversed from -$8.1B to +$4.5B. Watch for 30DMA to cross $4.05B as the bull trigger.
Only what can move Bitcoin today (on-chain, futures, flows, macro)
USDC+USDT exchange inflow fell to 0.68x annual norm. Market cap reversed from -$8.1B to +$4.5B. Watch for 30DMA to cross $4.05B as the bull trigger.
USDT and USDC market capitalization measures total dollar liquidity parked on-chain. Rising supply signals incoming buying pressure on Bitcoin. Learn the thresholds, signals, and playbook.
Bitcoin MVRV Z-Score dropped 74% from its October peak. aSOPR below 1.0 for 55 days straight. Overheating is gone - sellers aren't done yet.
ETF flows turned positive after February's capitulation, but the cohort stays underwater. Realized Price at $79,962 is the key resistance to watch.
SSR measures stablecoin buying power vs Bitcoin's market cap. Formula, oscillator timeframes (90d/200d/365d), cycle data and trading signals.
Bitcoin Integrated Market Index reaches 96 - a 30-day high - as taker flow reversal ends 178 hours of Bear Regime. Price trades at $3,453 premium above Fair Value.
STH Profitability Ratio tracks if recent BTC buyers are in profit. A 1.0 cross signals a regime shift - learn the rules and filter false signals.
🎧 Morning Brief #125- audio debate on today’s market setup Morning Brief 1250:00/404.3493881× The last active selling pressure signal from the Sell-side Risk Ratio was recorded in
UTXO Age Bands show each cohort's cost basis by holding duration. Learn to read rising vs. falling bands, spot support levels, and filter false signals.
Bitcoin LTH Realized Supply at 8.05M BTC, Z-Score 2.66, down 5.5% from peak. Cycle comparison with C2016 and C2020 - key signals for March 2026.
Bitcoin Net Taker Volume SMA-7D reversed from -1.66 to +0.18 in under two weeks - buyers dominate for 3 days straight. Yet funding rates closed negative 23 of last 30 days. Reversal or trap?
STH and LTH Realized Price are the two cost-basis layers that define bull and bear structure in Bitcoin. Learn the crossover signal, current levels, and how to trade each zone.`