#稳定币市场 Haseeb's 2026 forecast includes several noteworthy data points. The stablecoin segment is particularly interesting — it is expected that the total supply will increase by 60% throughout the year, but the proportion of USD stablecoins will remain above 99%, with USDT market share actually decreasing from around 70% to 55%. This indicates that the new stablecoin liquidity will be dispersed among competitors like USDC and FDUSD.

From an on-chain perspective, a significant increase in stablecoin supply usually signifies liquidity release and an uplift in risk appetite. But the key is where this new capital is flowing — whether it is accumulating on exchanges for long positions or dispersing across various DeFi sectors. If USDT's share really drops rapidly, it could reflect a market reassessment of risk exposure or intensified exchange competition leading to capital outflows.

Signals to keep monitoring include: the cyclical pattern of stablecoin minting, changes in the USDT/USDC ratio in exchange wallets, and the liquidity depth of stablecoins in lending protocols. These details can more accurately reflect the true attitude of the market.