According to @AltcoinGordon, BTC could see parabolic upside when it "catches up" with M2 money supply, flagging a potential liquidity-driven move across crypto, source: @AltcoinGordon on X. M2 is a broad US money supply gauge used to track liquidity conditions that influence risk assets, source: Federal Reserve H.6 statistical release. During 2020–2021, US M2 expanded rapidly while BTC rose from roughly $6.5k in Mar 2020 to about $69k by Nov 2021, suggesting a supportive liquidity regime for crypto, source: Federal Reserve H.6 and CoinGecko historical data. In the same period, the Federal Reserve balance sheet expanded from about $4.2T (Mar 2020) to roughly $8.6T (late 2021), underscoring abundant USD liquidity, source: Federal Reserve H.4.1 statistical release. Crypto-native liquidity also surged as total stablecoin market cap grew from around $5B in early 2020 to over $150B by late 2021, reinforcing BTC’s bull phase, source: DeFiLlama stablecoin data. When real yields rose and liquidity tightened in 2022, BTC fell from ~$69k to near ~$16k by Nov 2022, illustrating sensitivity to liquidity withdrawal, source: U.S. Treasury TIPS real yields and CoinGecko historical data. Trading takeaway: monitor US M2 trend, Fed balance sheet net liquidity, and stablecoin net issuance as confirmation signals for any renewed BTC momentum, source: Federal Reserve H.6, Federal Reserve H.4.1, and DeFiLlama. Risk note: if M2 stagnates or contracts and real yields rise, historical patterns show weaker crypto risk appetite, source: Federal Reserve H.6 and U.S. Treasury TIPS real yields.

According to @OnchainLens, Tether minted $1 billion USDT on the Ethereum network about four hours ago, totaling $5 billion USDT minted on Ethereum over the last eight days (source: Onchain Lens post on X citing Nansen profiler). For trading, market participants can track whether the newly minted USDT moves to exchanges via the referenced Nansen profiler to gauge potential effects on ETH/USDT liquidity and derivatives funding across crypto markets (source: Onchain Lens post on X; Nansen profiler).

According to @MilkRoadDaily, aggregate stablecoin supply has surpassed 280 billion dollars, rising nearly 90 billion year to date and more than doubling since early 2024, signaling a large build-up of deployable crypto liquidity, source: @MilkRoadDaily. @MilkRoadDaily reports that in prior cycles, similar surges preceded waves of trading activity and capital rotation into ETH and farther out the risk curve, offering a trading-relevant signal for potential risk-on flows, source: @MilkRoadDaily.

According to @lookonchain, Tether minted another 1 billion USDT today, bringing total USDT mints over the past four days to 3 billion USDT (source: @lookonchain on X). The transaction is visible on Arkham Intelligence for address 0x5754284f345afc66a98fbb0a0afe71e0f007b949, corroborating the new issuance size (source: Arkham Intelligence).

According to the source, Circle has minted an additional 250,000,000 USDC on Solana, bringing month-to-date issuance to 2.25 billion USDC on the network, signaling a notable expansion in stablecoin liquidity on Solana (source: the source). Traders should verify the new issuance via Circle’s USDC transparency page and Solana block explorers tracking Circle’s treasury mint to confirm on-chain inflows (source: Circle; Solana blockchain data). An expanded USDC float on Solana typically supports deeper USDC-SOL spot books and can compress USDC borrow rates across Solana lending markets during net inflow periods, which is directly relevant for basis, funding, and market-making spreads (source: Solana lending markets such as Solend and Marginfi; DEX/liquidity data via DeFiLlama). Key trading checks: USDC-SOL depth and slippage on Orca and Raydium, SOL perpetual funding and basis on major derivatives venues, and stablecoin share within Solana TVL to gauge whether liquidity is translating into risk-on positioning (source: Orca; Raydium; major derivatives exchanges’ public data; DeFiLlama).

According to the source, the global stablecoin supply is reported at an all-time high of $280 billion, a potential liquidity inflection for crypto markets, source: the source. Rising stablecoin float reduces the Stablecoin Supply Ratio (SSR), a metric Glassnode links with greater crypto buying power and historically stronger BTC trend strength when SSR declines, source: Glassnode. Inflows of USDT and USDC to exchanges often lead spot demand and higher trading volumes for BTC and ETH, making exchange stablecoin reserves a key timing gauge, source: CryptoQuant. USDT-margined perpetuals now represent the majority of crypto derivatives open interest, so additional stablecoin issuance can tighten spreads and support basis and funding dynamics, source: Kaiko. Traders should cross-verify the reported total and track token-level issuance using public dashboards before repositioning, and monitor SSR and exchange stablecoin reserves for confirmation, source: DeFiLlama.

According to @LexSokolin, the latest prompt highlights demand for actionable crypto trade views; the top signal to track is US spot BTC ETF net inflows/outflows because persistent inflows reduce exchange float and have historically aligned with upward BTC momentum. Source: @LexSokolin on X; BlackRock iShares Bitcoin Trust daily holdings; Cboe/Nasdaq ETF listings. Traders should monitor perpetual funding rates, futures basis, and aggregate open interest in BTC and ETH, as elevated positive funding alongside rising open interest increases liquidation risk and can precede mean-reversion sell-offs. Source: CME Group futures education; Binance Research on funding mechanics. Stablecoin net issuance in USDT and USDC remains a core liquidity proxy for crypto; expanding supply has historically coincided with stronger market breadth. Source: Tether Transparency; Circle Transparency; Coin Metrics network data. On-chain demand signals such as Ethereum base fees, gas costs, and L2 throughput can front-run rotations into ETH beta and high-beta altcoins. Source: Etherscan Gas Tracker; L2Beat metrics. Shifts in DEX spot volumes and memecoin turnover often indicate retail risk appetite and tend to cluster around volatility inflection points. Source: Kaiko market structure reports; Dune Analytics dashboards. Macro still sets the regime: BTC has often shown negative sensitivity to a stronger DXY and higher real yields, so weaker dollar and easing real rates are typically crypto-supportive. Source: Federal Reserve Economic Data (FRED); BIS Working Papers on crypto and macro factors.

According to @lookonchain, Tether minted another 1B USDT on Sep 14, 2025 (source: @lookonchain on X). The post did not specify the network or transaction details for the mint (source: @lookonchain on X). No additional context was provided regarding the issuance purpose or any subsequent distribution (source: @lookonchain on X).

According to @lookonchain, Tether minted an additional 1B USDT, with transactions traceable via Arkham’s Tether token explorer and the referenced Solana address on Solscan, indicating fresh primary issuance that traders monitor for liquidity flows. source: @lookonchain tweet https://twitter.com/lookonchain/status/1966355772260102621, Arkham Tether explorer https://intel.arkm.com/explorer/token/tether, Solscan address https://solscan.io/account/7VHUFJHWu2CuExkJcJrzhQPJ2oygupTWkL2A2For4BmE#transfers According to @lookonchain, over the past month Tether and Circle collectively minted 12.75B in stablecoins, expanding potential stablecoin float that can fund spot and derivatives activity if moved to exchanges. source: @lookonchain tweet https://twitter.com/lookonchain/status/1966355772260102621, Arkham Tether explorer https://intel.arkm.com/explorer/token/tether Traders should verify whether these mints are issued into circulation or held as authorized but not issued inventory because only issued tokens can immediately impact circulating supply and exchange liquidity. source: Tether issuance documentation https://tether.to/en/how-it-works Key trading watchpoints include treasury to exchange transfers of USDT and USDC, changes in stablecoin dominance, and basis or funding shifts in BTC and ETH following large primary mints. source: @lookonchain tweet for mint context https://twitter.com/lookonchain/status/1966355772260102621, Arkham Tether explorer https://intel.arkm.com/explorer/token/tether, Solscan address https://solscan.io/account/7VHUFJHWu2CuExkJcJrzhQPJ2oygupTWkL2A2For4BmE#transfers

According to @MilkRoadDaily, Ethereum (ETH) now clears more on-chain settlement value than Visa, emphasizing network-scale throughput relevant for high-value transfers and liquidity tracking. According to @MilkRoadDaily, more U.S. dollar value circulates on Ethereum via stablecoins than on PayPal, highlighting the network’s role in dollar-denominated on-chain payments. According to @MilkRoadDaily, institutions are adding ETH as a Treasury asset, pointing to balance-sheet adoption that traders monitor for potential flow impacts. According to @MilkRoadDaily, these trends frame ETH as the fastest-growing digital economy and are key inputs for trading strategies focused on settlement volume, stablecoin supply, and institutional accumulation.

According to @paoloardoino, the figure for USDT stands at 169B based on a post dated Sep 9, 2025, source: Paolo Ardoino on X, Sep 9, 2025. Stablecoins like USDT are the primary quote assets on centralized crypto exchanges and underpin trading liquidity, source: Bank for International Settlements, Quarterly Review 2022. Traders monitor stablecoin supply and metrics such as the Stablecoin Supply Ratio as gauges of available crypto purchasing power, source: Glassnode Academy, Stablecoin Supply Ratio. If the 169B figure reflects circulating USDT, it implies greater dollar liquidity available to BTC and ETH markets, warranting close tracking of order book depth, funding rates, and USDT market share, source: Bank for International Settlements 2022 and Glassnode Academy.

According to @lookonchain, Tether minted another $2 billion in USDT, with combined issuance by Tether and Circle reaching $12 billion over the past month, highlighting a sharp expansion in stablecoin float that traders track for liquidity signals (source: Lookonchain on X, Sep 4, 2025). This scale of stablecoin issuance is commonly monitored as a proxy for potential on-exchange buying power and order-book depth in major pairs like BTC and ETH (source: Kaiko research, 2024). Traders should watch USDT and USDC market cap changes, exchange stablecoin balances, and BTC and ETH spot depth to gauge liquidity transmission into prices and derivatives open interest (source: Kaiko research, 2024).

According to @rovercrc, 2,000,000,000 USDT was minted at the Tether Treasury. According to Tether, treasury mints are typically authorized but not issued for inventory and chain swaps and do not immediately increase circulating supply. According to Tether, traders should verify any movement from Treasury to exchanges via Tether transparency data before positioning for liquidity-driven moves in BTC and ETH.

According to @MilkRoadDaily, stablecoin supply on Solana has risen 540% since January 2023, representing billions of dollars in fresh liquidity parked on-chain. Using data from @MilkRoadDaily, traders can treat this surge as a liquidity-positive input for execution and capital deployment on Solana rails, and monitor whether activity in SOL and Solana DeFi aligns with the reported influx.

According to @OnchainLens, Tether minted another $1 billion USDT on the Ethereum network, bringing total USDT minted over the past three days to $3 billion (source: @OnchainLens on X, Aug 30, 2025). Traders may monitor on-chain USDT movements and exchange stablecoin balances for potential changes in available liquidity following this reported issuance (source: @OnchainLens on X, Aug 30, 2025).

According to @lookonchain, Tether minted another $1B USDT, with Tether and Circle collectively issuing $4B in new stablecoins over the past three days (source: @lookonchain on X, Aug 30, 2025). Lookonchain’s post includes on-chain transaction references that support the reported mint size (source: @lookonchain). Traders track rising stablecoin supply as potential buying power; Glassnode’s Stablecoin Supply Ratio framework notes that larger stablecoin balances imply greater BTC purchasing power (source: Glassnode Academy, Stablecoin Supply Ratio). @lookonchain did not specify whether the $1B USDT is authorized-but-not-issued or already circulating, which affects near-term liquidity impact (source: @lookonchain).

According to @MilkRoadDaily, TRON hosts nearly 30% of the entire stablecoin supply, a larger share than Solana, Arbitrum, and Base combined, highlighting TRON’s outsized role in on-chain USD liquidity and settlement flows. Source: @MilkRoadDaily According to @MilkRoadDaily, while Ethereum remains a stablecoin powerhouse, this distribution indicates a material concentration of stablecoin liquidity on TRON, which can shape routing, slippage, and capital deployment for cross-chain trading. Source: @MilkRoadDaily Based on @MilkRoadDaily’s data point, traders seeking deeper stablecoin liquidity should prioritize monitoring TRON-based flows and execution routes relative to Solana, Arbitrum, and Base when sizing positions or moving capital. Source: @MilkRoadDaily

According to @Tetranode, centralized stablecoins on Ethereum represent roughly $110B of borrowed trust and systemic risk to ETH, while fxUSD is positioned as a crypto-native, censorship-resistant stablecoin that maximizes ETH and reinforces Ethereum’s security loop with each mint; this characterization and product positioning come directly from the author’s post. Source: @Tetranode on X. For traders, monitor any liquidity rotation from USDT/USDC into fxUSD pairs on Ethereum and shifts in gas usage, as higher on-chain activity directly increases ETH burn under EIP-1559, potentially affecting ETH’s net issuance and market structure. Source: Ethereum Foundation EIP-1559 overview.

According to @MilkRoadDaily, the total stablecoin supply has surpassed $275B and could reach $1.2T by 2028, a scale that would rival the world’s largest money market funds and make stablecoins one of the biggest global cash pools (source: @MilkRoadDaily). According to @MilkRoadDaily, this scale is a key liquidity signal for crypto markets, indicating a growing base of readily deployable capital within crypto rails for trading and market-making (source: @MilkRoadDaily).

According to @MilkRoadDaily, regulators are paying closer attention because growth in stablecoin supply is influencing how the U.S. government borrows money (source: @MilkRoadDaily, Aug 26, 2025). The post states that when stablecoin supply rises, more U.S. Treasuries are purchased via stablecoin reserve allocations, which makes U.S. borrowing cheaper by increasing demand for government debt (source: @MilkRoadDaily; report credit referenced to David Duong and Coinbase Research). The full analysis is referenced by @MilkRoadDaily, indicating a data-backed link between stablecoin supply and Treasury demand that is directly relevant for trading and macro-liquidity monitoring (source: @MilkRoadDaily).