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@WuBlockchain Yes that’s correct I no it will

@WuBlockchain Interesting signal

@WuBlockchain Might not necessarily mean investors are exiting. Usually happens as well when investors starts converting stables to coins/tokens My one cent

@WuBlockchain 0xc5977a292a0a2ce64525817e1b9de3b996308454

@WuBlockchain 市场波动正常 建议多观察宏观资金流向再做决定

@WuBlockchain $4B untethered in 60days. Guess investors finally remembered that the stable coins actually don’t pay for their groceries 😁

@WuBlockchain $4B exit and the charts still look like my running route along the Tejo flat but somehow painful

@WuBlockchain the fiat exit narrative fits but yield rotation explains the timing better $4B moving out of stables into tradfi instruments tracks with rate expectations

@WuBlockchain 稳定币供应量连续收缩这信号不太乐观

@WuBlockchain Stablecoin drawdowns don’t always mean exit could just be rotation

@WuBlockchain My read: no one's leaving crypto, they're leaving low yields. USDT supply is my barometer. Currently reading: parked in cash.

@WuBlockchain didnt USDT just get banned in EURO markets ?

@WuBlockchain Rubbish you still can make at least 5% yield on stable coins, which no bank will give you!

@WuBlockchain literally one of the greatest bottoming signals historically lol

@WuBlockchain Key distinction: total stablecoin outflow vs. USDT→USDC migration. MiCA is changing Europe’s stablecoin mix, so USDT falling alone may overstate lost crypto liquidity. Aggregate stablecoin cap, exchange netflows and mint/redemption data matter more.

@WuBlockchain supply shrinking and usage growing can happen in the same month, a dollar that turns over ten times does the work of ten dollars sitting still, the number worth watching is velocity rather than float

@WuBlockchain That’s not dry powder anymore. It’s walking out the door.

@WuBlockchain $4b out and suddenly everyone remembers fiat exists, proper risk-off behaviour from the same crowd that was farming 12% stables like it was free money.

@WuBlockchain DWF Labs article has been closely following stablecoin flows and market dynamics the $4B decline in USDT supply is a useful signal, whether it reflects capital leaving the market or moving into higher-yield opportunities x.com/DWFLabs/status/208716262…