Certain statistics that I find interesting.

1. Capital flows from institutions via ETFs
- Bitcoin Spot ETF (US): March 2026 records +$1.32B net inflow – this is the first positive month since October 2025, ending a 4-month streak of outflows (total outflows ~$6.4B from October 2025 to March 2026). BlackRock IBIT leads strongly. However, Q1/2026 still shows outflows ~$500M overall. AUM currently ~$87–90B (accounts for ~6% of circulating supply #BTC).
- Last week of March: Capital exiting digital assets -$414M (for the first time after 5 weeks of inflows) – mainly due to US (-$445M), attributed to concerns over Iran + hawkish Fed.
- ETH ETF: Nearly no change.
- The ETF in March signals light capital inflows, but the recent week’s outflows suggest that money is still probing rather than long-term distribution. This is why BTC consolidates around $66k–$68k, not yet breaking out of the $60k–$70k zone.
2. Clear defensive rotation strategy
- Capital inflow into BTC/ETH remains high → selling pressure from long-term holders.
- Enterprises: (MicroStrategy) strategy continues to buy steadily → corporate capital is more focused, no longer widespread as in 2025.
- Spot demand is absorbing some selling pressure, but low volume → lacks conviction.
- However, capital flows into #stablecoin: +$6,2 tỷ USD → Không phải thoát khỏi #crypto entirely, but as a defensive rotation into lower-risk assets (linked to the dollar) within the ecosystem. This is a classic sign of fear phase but with trust still intact.
3. Capital flows into stablecoins
- #USDC dẫn đầu tăng trưởng năm 2026: +$4,5 tỷ nguồn cung ròng (YTD đến hết tháng 3), trong khi #USDT -~$2B. → #USDC (nặng về tuân thủ, yêu thích tổ chức) đang hút vốn “tiền thông minh” mạnh hơn #USDT (retail/new emerging markets).
- Total supply of #stablecoin >$310B (đầu năm 2026), tiếp tục đúc tiền lớn (ví dụ 250 triệu #USDC recently).
- Divergent price movements: ETF outflows + on-chain outflows, but stablecoin minting remains positive → money is waiting on the sidelines, ready to rotate back into risk when #fud appears.
- The growth of #Stablecoin during downturns/defensive phases often precedes a major pump.
Wishing you peace and happiness.
Wishing you happiness.
Wishing you abundance.
Sending love…pàng…pàng
Warning: this is a personal opinion, not financial advice or an invitation for any individual or group to invest.
Be cautious with your decisions in the market.
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