Analysts Spot Surging Buying Power on Binance as BTC-to-Stablecoin Ratio Skyrockets
Binance users are loading up their cannons. A sharp rise in the Bitcoin-to-stablecoin ratio on the exchange signals one thing: traders are primed to buy the dip.
The Dry Powder Indicator
Forget fancy on-chain metrics—sometimes the simplest signals scream the loudest. When the ratio of BTC to stablecoins like USDT and USDC shifts, it reveals where the market's collective mind is at. A rising ratio means more stablecoins are sitting in wallets, waiting for their moment. It's not a crystal ball, but it's the closest thing traders have to seeing the market's pending orders.
From Sidelines to FrontlinesThis isn't just idle cash. This is strategic positioning. That growing mountain of digital dollars represents deferred purchasing power, a collective bet that better entry points are coming—or that the current price is just too tempting to ignore. When this ratio climbs, history suggests a wave of buy orders isn't far behind, turning potential energy into very real price momentum.
The Cynical Take
Of course, on Wall Street, they'd call this 'liquidity on the sidelines' and charge you a 2% management fee to watch it. In crypto, the sidelines are just a hot wallet, and the only fee is the one you pay when you finally pull the trigger. The smart money isn't always in a hedge fund; sometimes it's in a stablecoin, waiting for its shot.
The signal is clear. The ammunition is locked and loaded. The only question left is what—or when—the target will be.
Analysts believe the rising Bitcoin-to-stablecoin ratio on Binance indicates renewed buying pressure
According to technical and onchain analyst Darkfost, historical data on the Bitcoin-to-stablecoin ratio suggests that Bitcoin may be on the verge of a new rally. Darkfost published an article stating that stablecoin reserves recently surged by $1 billion. He suggested that investors could be opting to protect their capital or that the exchange could be attracting new capital inflows.
Bitcoin’s value relative to the U.S. dollar has continued to decline amid ongoing corrections, which mechanically increased the effective buying power of the stablecoin reserves held on the exchange, according to Darkfost.
The analyst noted that a similar pattern occurred during the March 2025 correction when bitcoin dipped from $109,000 to $74,000 before initiating a rally that drove the asset to its all-time high of $126,000.
The analyst said that the ratio’s recent increase could be an indication of “early stages of a gradual deployment of sidelined liquidity,” which would signify a “very positive signal” for the crypto market.
Darkfost highlighted that Bitcoin has rebounded by approximately $8,000 over the last week in a MOVE supported by a nearly $4 billion increase in open interest. However, he emphasized that the ratio “remains especially compelling” even after the upsurge.
Stablecoin reserves in all exchanges rise, CryptoQuant data shows
Additional data from CryptoQuant shows that stablecoin reserves in all exchanges on the ethereum network have increased since January 3. On January 3, the stablecoin exchange reserves stood at $65 billion, increasing to $65.2 billion on January 4 and $65.3 billion on January 5.
As of January 6, the exchange reserves sit at $65.4 billion. An increase in stablecoin reserve indicates buying pressure and increased volatility in the markets.
Institutions have also shown signs of accumulation. Data from the ETF tracking website SosoValue shows that spot U.S. Bitcoin ETFs have received more than $1 billion in inflows in the last two consecutive working days. The data shows that the funds drew in $697.25 million from investors on Monday and $471.14 million on Friday, bringing the total inflows for the two days to $1.168 billion.
Cryptopolitan reported on December 29 that Bitcoin whales holding between 1,000 and 10,000 BTC had been accumulating the cryptocurrency despite the ongoing bearish trend at the time. The report referenced onchain data from Glassnode, which showed that the group’s Accumulation Trend Score was close to 1, indicating signs of accumulation. The data suggested that these groups of whales were buying the dip as Bitcoin dropped towards $80,000.
When the report was released, the crypto asset was trading at around $87,300, following a bearish November that saw Bitcoin’s price drop from $110,000. Since then, Bitcoin has recovered past $90,000, having witnessed an 8% increase since December 29.
According to data from CoinMarketCap, Bitcoin is trading at $93,971 as of the time of this publication and has risen by nearly 7% in the last seven days.
Claim your free seat in an exclusive crypto trading community - limited to 1,000 members.
