According to the source, an X post on Oct 14, 2025 claims total stablecoin supply has crossed $300 billion for the first time, indicating a potential new peak in dollar liquidity parked on-chain and on exchanges. source: X post dated Oct 14, 2025. For trading, stablecoin supply is a key liquidity gauge; Glassnode’s Stablecoin Supply Ratio (SSR) framework shows that a larger stablecoin base relative to BTC market cap increases BTC purchasing power when SSR declines. source: Glassnode research on Stablecoin Supply Ratio (SSR). Traders should verify the aggregate capitalization across USDT, USDC, FDUSD, and DAI using DefiLlama’s Stablecoins dashboard and Coin Metrics data before positioning. source: DefiLlama Stablecoins dashboard; Coin Metrics network data. If confirmed, watch for rising net stablecoin inflows to exchanges and an uptick in stablecoin dominance as signals of rotation into BTC and ETH, historically associated with stronger spot demand and tighter spreads. source: CryptoQuant exchange flow metrics; Kaiko market microstructure reports. Also monitor funding, basis, and stablecoin borrow rates on Aave and Compound to gauge leverage appetite, as cheaper stablecoin funding often precedes risk-on positioning. source: Aave and Compound protocol analytics.

According to @KobeissiLetter, the crypto markets have experienced a significant rise in 'flash crashes' since January, erasing $300 billion in market value within 24 hours without any major bearish headlines. This indicates heightened volatility and potential liquidity issues that traders should monitor closely.

According to The Kobeissi Letter, the number of 'flash crashes' in cryptocurrency markets has sharply increased since January. Notably, crypto markets lost $300 billion in value within 24 hours without any major bearish headlines. This trend could indicate rising volatility and potential liquidity issues, impacting trading strategies and risk management. Source: The Kobeissi Letter.

According to The Kobeissi Letter, since January, the frequency of 'flash crashes' in the crypto markets has increased significantly. Recently, the market saw a $300 billion wipeout in just 24 hours, despite the absence of major bearish headlines. This indicates heightened market volatility which traders should monitor closely for potential implications on trading strategies.