Last week, stablecoins shrank by 251 million, but DEX trading activity rebounded, and institutions are accumulating these two coins.

OnChainDetective · 2026-01-05T16:40:09+00:00

Last week, the cryptocurrency market experienced a contrasting phenomenon where stablecoin market capitalization shrank while DEX trading activity remained active. Institutional investors actively increased their holdings of BTC and ETH, indicating signs of a structural market adjustment overall.

OnChainDetective

2026-01-05 16:40:09

Abstract generation in progress

【Crypto World】Last week, the crypto market showed an interesting contrast. The total market cap of stablecoins shrank by $251 million, indicating a possible withdrawal of funds — but spot and futures trading on DEXs became more active.

What’s even more noteworthy is the actions of institutional investors. Over the past week, institutional investors collectively increased their BTC holdings, purchasing a total of 5,891 coins. Among them, the veteran Bitcoin holder MicroStrategy made another move, adding 1,283 BTC. Meanwhile, BitMine was very active on Ethereum, increasing their ETH holdings by 32,977 coins in just one week, a significant boost.

The decline in stablecoins combined with institutions bottoming out BTC and ETH looks like a structural adjustment in the market.

BTC-4.54%

ETH-5.11%

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SigmaBrain

· 01-08 12:58

Are stablecoins still being accumulated despite shrinking? This wave of institutional players is playing pretty aggressively.

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ConsensusDissenter

· 01-08 12:17

The shrinking of stablecoins actually boosts DEXs, which is a bit counterintuitive... It's not surprising that institutions are accumulating BTC and ETH, they're just afraid of missing out.

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ZenZKPlayer

· 01-08 00:07

No need to panic over stablecoin shrinkage; institutions are still quietly accumulating BTC. This is the real signal.

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CryptoSourGrape

· 01-07 13:54

If I had known earlier that institutions were accumulating BTC and ETH, I wouldn't have been idle. Now I look back and regret it to death.

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AirdropFatigue

· 01-05 17:09

Stablecoins are flowing out, but DEXs are still active; institutions are just quietly accumulating BTC and ETH.

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airdrop_huntress

· 01-05 17:08

Stablecoin shrinkage is nothing, the key is that institutions are accumulating BTC and ETH, now that's the real signal.

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rugpull_survivor

· 01-05 17:04

Stablecoins have run over 200 million, and institutions are still aggressively buying BTC and ETH. This is the rhythm of taking off.

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WalletDetective

· 01-05 16:59

Stablecoins shrink, but DEX remains hot? Institutions are also bottom-fishing BTC and ETH. I understand this logic; it has a strong flavor of structural adjustment.

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RugPullProphet

· 01-05 16:55

Stablecoins are shrinking, but DEX is still burning, institutions are secretly hoarding BTC and ETH... This pace feels off.

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