Bitcoin Updates: Surge in Stablecoin Deposits Signals a Bullish Shift for Bitcoin

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Bitcoin Updates: Surge in Stablecoin Deposits Signals a Bullish Shift for Bitcoin

Bitget-RWA2025/11/12 23:22

By:Bitget-RWA

- 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.

The report showed that

Bitcoin

holdings reached 606,356 BTC, with a reserve ratio of 102.11%. This means Binance possesses more Bitcoin than needed to meet all user withdrawals, according to a

Binance report

. This excess, along with similar surpluses in assets like

BNB

and

USDT

, highlights strong liquidity and bolsters trust in the platform’s financial stability.

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

Bitcoinist report

. Tether’s USDT led retail transactions with an 83% share, while DeFi users favored

USDC

. The report also noted rising adoption in developing countries, where people in Venezuela, Algeria, and Bolivia paid high premiums for dollar-linked tokens, reflecting stablecoins’ growing use as protection against inflation. Analysts point out that such liquidity build-up often comes before capital shifts into riskier assets like Bitcoin.

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

Bitcoinist report

. At the same time, Binance’s Bitcoin-to-Stablecoin Reserve Ratio shows more stablecoins and fewer Bitcoin reserves, a pattern that has previously indicated strong buying interest, as detailed in the

Binance report

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

Bitcoinist report

. This connection, which fueled Bitcoin’s recoveries during the 2020 pandemic and the 2023 banking turmoil, suggests that new liquidity injections—such as those expected after the U.S. government shutdown—could spark another rally.

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

Binance report

. Still, with Bitcoin trading close to $104,500 and speculative leverage largely cleared out, many experts believe the risk-to-reward setup favors a move toward $110,000–$115,000 in the coming quarter.

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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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