Crypto Scenario Insights
What happened
Binance recently experienced its highest weekly outflows in over three years, coinciding with its exit from certain EU markets ahead of MiCA regulations and a spike in Ether withdrawals.
What we think
The most likely outcome is a neutral structural reallocation of capital, with a 50% probability, as funds move from Binance due to MiCA compliance rather than exiting the crypto market entirely.
Read the analysis
Binance Outflows Hit 3-Year High: MiCA-Driven Capital Reallocation or Broader Risk-Off?
We explain what happened and what could follow. We do not forecast prices.