Bitcoin Updates: Surge in Stablecoin Deposits Signals a Bullish Shift for Bitcoin
- Binance's 102.11% Bitcoin reserve ratio and $41B stablecoin inflows in Q3 2025 signal strong liquidity amid bullish market conditions. - Historical patterns show Bitcoin's current liquidity setup mirrors pre-2020 rally conditions, with SSR at 13 indicating potential price rebounds. - Analysts project $110,000-$115,000 targets for Q1 2026, but caution structural support at current levels could precede deeper corrections.
Recent shifts in Bitcoin's liquidity are drawing parallels to previous bull markets, with both analysts and exchange statistics hinting at a possible price rally in the near future. A combination of increased stablecoin inflows, surplus reserves on exchanges, and recurring historical trends has fueled renewed expectations of a notable upward movement in Bitcoin's value.
One significant update comes from Binance, the largest crypto exchange globally, which published its most recent Proof of Reserves (PoR) on November 1, 2025.
Stablecoin trends further strengthen the bullish case. According to Orbital's Stablecoin Retail Payments Index, net inflows to stablecoins totaled $41 billion in Q3 2025—the largest quarterly increase since 2021, as reported by
Historical data supports this perspective. CryptoQuant’s Moreno pointed out that Bitcoin’s current liquidity conditions are similar to those seen before major price surges since 2020. The Stablecoin Supply Ratio (SSR)—which measures Bitcoin’s market cap against stablecoin supply—has fallen to around 13, a level that has historically marked significant market bottoms, according to the
The relationship between liquidity and Bitcoin extends beyond exchanges. The U.S. Dollar Liquidity Index (USDLiq) remains highly correlated with Bitcoin, showing a correlation coefficient of 0.85—one of the highest among asset classes, according to the
Despite the positive outlook, there are still risks. Moreno warned that the current liquidity range serves as a “last line of structural support,” cautioning that a breakdown here could lead to a deeper pullback before the next upward cycle, as mentioned in the
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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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