Crypto Scenario Insights
What happened
Despite Bitcoin falling below $60,000, the aggregate stablecoin supply remains resilient at $273 billion. Instead of off-ramping to fiat, capital is rotating into yield strategies, tokenized real-world assets, and predic…
What we think
The most likely outcome over the next 30 days is continued consolidation for Bitcoin (55% probability) as stablecoin liquidity remains parked in yield-bearing RWA and DeFi protocols rather than returning to exchanges.
Read the analysis
Stablecoin Supply Holds at $273B as BTC Slumps — Structural Shift or Delayed Buying Power?
We explain what happened and what could follow. We do not forecast prices.