According to @lookonchain, the TRUMP developer wallet labeled 5e2qRc removed 208,595 TRUMP (about $1.77M) and 1.85M USDC in liquidity roughly 11 hours ago, which is corroborated by the transaction records for the address on Solscan (source: @lookonchain; Solscan). According to @lookonchain, the same wallet then deposited 200,010 TRUMP (about $1.74M) to OKX, with the exchange-bound transfer visible on Solscan for the 5e2qRc address (source: @lookonchain; Solscan). According to @lookonchain and the corresponding Solscan traces, the liquidity withdrawal reduces on-chain pool depth for TRUMP pairs at the time of removal, while the OKX deposit increases the amount of TRUMP available for immediate sale on that venue (source: @lookonchain; Solscan). According to @lookonchain and Solscan, traders should monitor follow-on flows from the 5e2qRc wallet and OKX TRUMP inflows to gauge subsequent sell activity or redeposits (source: @lookonchain; Solscan).

According to Lookonchain, after the Federal Reserve cut rates by 25 bps, OTC wallet 0xd8d0 spent 112.34M USDC to purchase 25,000 ETH at an average price of $4,493 (source: Lookonchain). The address and transaction details can be verified on Arkham Intelligence’s explorer, corroborating the size and execution price highlighted by Lookonchain (source: Arkham Intelligence; Lookonchain).

According to @OnchainLens, the wallet mtaavebank.eth deposited $14.6M in USDC to HyperLiquid, opened a 5x leveraged long position in HYPE, and deposited $4.5M into Vaults on Sep 18, 2025 (source: @OnchainLens; Hypurrscan address 0x72655B3926Db3aFbe914A53B0604905af7cE11a5). These on-chain transactions confirm large capital allocation to HYPE perps and HyperLiquid Vault strategies by a single wallet, with activity verifiable via Hypurrscan for address 0x72655B3926Db3aFbe914A53B0604905af7cE11a5 (source: Hypurrscan; @OnchainLens).

According to @JKronbichler, Clearpool has joined Circle’s Alliance to build payment rails for fintechs, payment firms, and credit protocols powered by USDC, and the announcement explicitly references CPOOL, highlighting the token in context of the partnership (source: @JKronbichler on X, Sep 17, 2025).

According to the source, MoneyGram plans to add a USDC-powered stablecoin app with blockchain settlement, indicating a forthcoming on-chain settlement option for users; source: https://twitter.com/Cointelegraph/status/1968412328505827471 For trading decisions, monitor USDC on-chain transfer volumes, exchange balances, and activity in remittance corridors linked to MoneyGram’s rollout to gauge stablecoin liquidity shifts and fee dynamics; source: https://twitter.com/Cointelegraph/status/1968412328505827471

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 @OnchainLens, a whale wallet reactivated after roughly three months of inactivity, depositing about 2.616M USDC into HyperLiquid and purchasing 47,390 HYPE at an average price of 55.20. According to Hypurrscan, address 0x13706DaEd72053Ae268cf51fd7e838D011203627 shows the USDC deposit and subsequent HYPE fills consistent with the stated size and price. According to @OnchainLens, the buy size closely matches the deposit, indicating approximately 2.616M USD in notional HYPE exposure executed on HyperLiquid.

According to @lookonchain, wallet 0xd282 sold 167,645 HYPE for 9.06M USDC at an average price of $54 in the last 12 hours. Source: @lookonchain on X, Sep 17, 2025; hypurrscan.io/address/0xd282232463d50D54ccBcCf0Edc5c7562ae47c1e7. The wallet still holds 80,057 HYPE valued around $4.33M, with total realized profit exceeding $16.6M. Source: @lookonchain on X, Sep 17, 2025; hypurrscan.io/address/0xd282232463d50D54ccBcCf0Edc5c7562ae47c1e7.

According to the source, Bitwise has filed for a Stablecoin and Tokenization ETF that would invest in both stocks and crypto assets. Source: user-provided X post dated Sep 16, 2025. This claim has not been independently verified here; traders should confirm the filing, ticker, and prospectus via the SEC EDGAR database and Bitwise Asset Management’s official newsroom before taking positions. Source: SEC EDGAR; Bitwise Asset Management newsroom. For trading decisions, the official prospectus will detail allowable crypto exposure, use of stablecoins or proxies, index methodology, fee structure, and creation redemption mechanics, which directly affect liquidity, spreads, and potential inflows. Source: SEC prospectus disclosure requirements under Form N-1A and Rule 497.

According to @MistTrack_io, on Polygon the initial address 0x55d67b5e0e1c88f48c8a9d978ea76b9ec9d488a9 received 104.49 POL from ChangeNow, minted 120M OFTU, and bridged 30M OFTU to 30M YU on Solana address 87pS8qCum6qaSszbvoARBmFg1Mh1cqcE4ZTAsXfejBMz via LayerZero (source: @MistTrack_io). According to @MistTrack_io, on Solana the address 87pS8qCum6qaSszbvoARBmFg1Mh1cqcE4ZTAsXfejBMz received 0.82 SOL gas from ChangeNow, bridged 10M YU to EVM address 0x29F48B783EF90F81B51242D9a55e022A214274F5, sent 17.5M YU to 3pPbujCguJzhSakCYundcfjoaXC4JX1aHcDkAukR3J3h, swapped 2.5M YU for about 2.49M USDC, bridged 2.43M USDC to 0x29F48B783EF90F81B51242D9a55e022A214274F5, and also sent 50K USDC to ChangeNow plus 7,566 USDC to KuCoin (source: @MistTrack_io). According to @MistTrack_io, on EVM the address 0x29F48B783EF90F81B51242D9a55e022A214274F5 received 0.57 ETH gas from ChangeNow, swapped 5.213M YU to 5.213M USDC, sent 4.787M YU to the Yala Deployer, and aggregated 7.64M USDC to swap via Wintermute and UniswapX for 1,635.57 ETH (source: @MistTrack_io). According to @MistTrack_io, the ETH was dispersed to 161 wallets with roughly 10.1 ETH each and one wallet received 6 ETH that moved to SimpleSwap; 15 wallets have deposited ETH into Tornado Cash, while remaining ETH is idle across 146 wallets (source: @MistTrack_io).

According to @lookonchain, a whale who bought and staked 2M HYPE nine months ago at an $8.68 average (costing $17.4M USDC via three wallets on Hyperliquid) has completed unstaking and is very likely to sell for profits (source: @lookonchain). The buyer transferred the 2M HYPE into nine wallets for staking, submitted an unstake request seven days ago, and received the tokens 21 hours ago (source: @lookonchain). At current prices the position is valued at $107.2M, implying an unrealized profit of $89.8M (source: @lookonchain). Addresses to monitor include: 0x382f18700bb16ac07b15543c3db3c56366ba11d7, 0xa08ae97126af5d42d4bcf340d3a535d479c4abcc, 0xa47e762439f75fd83e1d64e3415f6f4cc6d0bdb8, 0xfe7c1383cd21267cf0bd1243ce0c1f1010f659f8, 0x9d4d6af75bbb1f814f4e946c7366625b64b7bc2d, 0x1d8f930e9e00789d2a36f9390e30482ef21469aa, 0xd5f57d7c7836498e6d014b19b5e49abf8f5d7eb6, 0x52c701dfda9f7f0e9a24a98177675ef4bdb4734d, 0xe3f41398c4b12305230930117d24a68a2c140369, 0x2918f0e47488ea0e93751cd1d3ea26245eba8e3b, 0x24ca22a893dd37a6d0d7c7992fc6d1ea59395647, 0xba1b45c1499b69a8521575e114488bea598bdc86 (source: @lookonchain). Given @lookonchain’s assessment that the whale is very likely to sell, traders should be alert to potential near-term sell pressure on HYPE as these wallets move, per the on-chain alert (source: @lookonchain).

According to @Andre_Dragosch, a new Deutsche Bank report finds that as stablecoins scale in cross-border payments, they will reinforce rather than erode U.S. dollar dominance by entrenching dollar-based payment rails, invoicing, and savings, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. USD stablecoins already comprise over 98% of total stablecoin market capitalization, highlighting a significant liquidity moat for USDT and USDC that can concentrate trading volumes in USD pairs across crypto markets, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. The report flags the euro as at risk of being crowded out unless Europe rapidly advances EUR stablecoins and payment infrastructure, while GBP and JPY are less central given their smaller roles in global invoicing and emerging market dollarization, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. Fragile EM currencies such as the Turkish lira and Argentine peso face heightened capital flight and store-of-value substitution into USD stablecoins, which can shift liquidity and pressure local yields and FX, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. Trading implications include prioritizing USD liquidity proxies like USDT and USDC on-chain flows, monitoring EUR stablecoin developments and payments rail build-out, and assessing EM FX with weak trust for spillovers into USD-stablecoin demand, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. The TLDR is stronger USD concentration and potential global capital consolidation into fewer major currencies, which can further centralize crypto market liquidity around USD-stablecoin pairs, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report.

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 @lookonchain, whale AA21BS spent 1M USDC to buy 250M $PUMP in the public sale and later added 962.38M $PUMP for $5.16M at a $0.005363 average, implying a blended entry near $0.00508 per token based on the reported totals (source: @lookonchain; Solscan). According to @lookonchain, the wallet sold 1B $PUMP over the past five days for $8.25M at a $0.008225 average and still holds 208.83M $PUMP valued around $1.77M (source: @lookonchain; Solscan). According to @lookonchain, the position now shows about $3.86M total profit after the rally, having previously been down roughly $3.4M during the $PUMP decline (source: @lookonchain). According to @lookonchain, all flows are on Solana and can be tracked via the AA21BS address on Solscan for ongoing transaction verification (source: @lookonchain; Solscan).

According to @rovercrc, Bitcoin will follow the stablecoins, highlighting stablecoin liquidity as a driver of near-term BTC direction (source: @rovercrc on X, Sep 15, 2025). Historical on-chain data shows BTC strength often coincides with expanding stablecoin supply and a falling Stablecoin Supply Ratio SSR, indicating greater purchasing power from stables (source: Glassnode SSR metric documentation and Week On-Chain research). Coin Metrics has documented that growth in free-float USDT and USDC supply is associated with BTC market cap growth across multiple cycles, making net issuance a key signal for traders (source: Coin Metrics State of the Network). Exchange microstructure also matters, as Kaiko reports that rising stablecoin exchange balances and deeper USDT USDC order books precede tighter spreads and higher spot liquidity that can facilitate BTC breakouts (source: Kaiko Research).

According to @lookonchain, wallet 0x7508 deposited $5M USDC to Hyperliquid about 5 hours before the post and opened leveraged longs on BTC 40x, SOL 20x, FARTCOIN 10x, PUMP 5x, PEPE 10x, and LAUNCHCOIN 3x. Source: https://twitter.com/lookonchain/status/1967417362225017129; https://hypurrscan.io/address/0x75088332da14c7c729d79af11436b01268513035 The Hypurrscan dashboard for 0x7508 shows the wallet activity on Hyperliquid, corroborating the deposit and the listed leveraged long exposures. Source: https://hypurrscan.io/address/0x75088332da14c7c729d79af11436b01268513035; https://twitter.com/lookonchain/status/1967417362225017129 Traders monitoring whale-driven perp flow can track subsequent position changes for BTC, SOL, and the cited memecoins via the 0x7508 page on Hypurrscan. Source: https://hypurrscan.io/address/0x75088332da14c7c729d79af11436b01268513035

According to Onchain Lens, wallet 0x89453000Afe81A8843ae2d1c5dF0f340F8800779 spent $3,221,542 USDC to buy 426.43M PUMP at $0.00755 on HyperLiquid over the past 36 hours, per x.com/OnchainLens/status/1967390698409435198 and hypurrscan.io/address/0x89453000Afe81A8843ae2d1c5dF0f340F8800779. According to Onchain Lens, the same wallet deposited 1.23B PUMP (7.27M) to Binance two days earlier, as shown on x.com/OnchainLens/status/1967390698409435198 and hypurrscan.io/address/0x89453000Afe81A8843ae2d1c5dF0f340F8800779. According to Onchain Lens, these flows cluster within a roughly 48-hour window across HyperLiquid and Binance, per x.com/OnchainLens/status/1967390698409435198 and hypurrscan.io/address/0x89453000Afe81A8843ae2d1c5dF0f340F8800779.

According to @OnchainLens, a whale deposited 5M USDC into Hyperliquid and opened long positions on BTC at 40x, SOL at 20x, FARTCOIN at 10x, PUMP at 5x, and LAUNCHCOIN at 3x, source: @OnchainLens. The activity corresponds to a specific account that can be verified via the referenced Hypurrscan address, confirming the deposit and position openings, source: Hypurrscan. High leverage on Hyperliquid perpetuals increases sensitivity to small adverse price moves and elevates liquidation risk across these pairs, as outlined by the exchange’s leverage and liquidation mechanics, source: Hyperliquid documentation. Entry prices and exact position sizes were not disclosed beyond the 5M USDC deposit, limiting precise liquidation and funding-rate analysis for BTC, SOL and the listed meme coins, source: @OnchainLens.

According to @lookonchain, a hacker minted 120M YU on Polygon, corroborated by Polygonscan data. According to @lookonchain, the attacker sold 7.71M YU via cross-chain routes for 7.7M USDC, with executions observed on Ethereum and Solana per Etherscan and Solscan. According to @lookonchain, the wallet still holds 22.29M YU on Solana and Ethereum, while 90M YU remains on Polygon unbridged, as shown on Solscan and Polygonscan. According to @lookonchain, the 7.7M USDC proceeds were converted into 1,501 ETH and dispersed to multiple wallets, as evidenced on Etherscan. According to @lookonchain, the addresses referenced on Etherscan, Solscan, and Polygonscan should be monitored for further flows given the remaining YU supply under the attacker’s control.