Stablecoin On-Chain Flow Daily
Research Theme
Total stablecoin supply, net exchange inflows/outflows, and on-chain liquidity changes are published daily at 10:00.
2.9WOOFUN ResearchCreated: --Updated: 2026/07/27
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Theme Analysis
AI-generatedWOOFUN AI · Stablecoin On-Chain Flow Daily Theme Overview
AI-generatedThe stablecoin market exhibits a duopoly structure, with USDT and USDC dominating on-chain liquidity. Despite macro headwinds from outflows in Bitcoin ETFs, the safe-haven attributes of stablecoins have become prominent, maintaining robust price pegs. New entrant OUSD is attempting to restructure yield distribution mechanisms, challenging the interests of existing issuers and drawing attention to potential liquidity realignment.
Key Judgements
If Bitcoin ETFs continue to experience net outflows, USDT and USDC will sustain inflows of safe-haven capital, with daily trading volume increasing by over 5% month-over-month.Probability 80%
If OUSD successfully attracts institutional reserves, its market share will exceed 1% within three months, disrupting the duopoly structure.Probability 45%
If regulatory policies tighten, daily trading volume for non-compliant stablecoins will plummet by 20%, with liquidity concentrating in USDC.Probability 60%
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