2025-12-26 10:27:01

When it comes to what we'd like to see happen in crypto, a decline in stablecoin dominance would actually be bullish for the overall market. USDT and USDC currently hold massive market share—if their dominance started shrinking, it could signal capital rotation into risk assets.

This shift would be genuinely healthy. Bitcoin and Ethereum would stand to gain as investors move beyond stablecoin parking and into actual asset accumulation. The market dynamics would reflect genuine interest in core blockchain technology rather than just liquidity hoarding.

In essence, a pullback in stable asset dominance? That's the kind of "rug" the market actually needs.

BTC-1,21%

ETH-1,13%

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DoomCanister

· 12-26 10:57

I'm really happy that stablecoins have dropped; only then can we see who truly believes in BTC and who is just riding the hype.

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BasementAlchemist

· 12-26 10:57

Is the decline in stablecoins good news? Man, your logic is a bit shaky, isn't it just a move to cash out and run... --- Honestly, it's normal for funds to flow into risk assets. Putting idle money into stablecoins is just waiting for the harvest. --- Pumping the market? Wait, isn't this just a new trick to cut the leeks again? --- Sounds nice, but I only believe it when I see who can take over the position. Only when USDT and USDC really shrink will I believe it. --- Remember the last crash? That group was still talking about healthy adjustments, hilarious. --- Capital rotation? Feels like you're just drawing a pie again.

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ChainDetective

· 12-26 10:56

The decline of stablecoins is indeed a buy signal; capital flowing into risk assets is the way to go. Wait, are those holding stablecoins now getting anxious? Haha. The weakening advantage of USDT is really a good thing; finally, we can see the true demand. I agree with the logic that this is positive for BTC and ETH; let's pump the market now. Exactly, stablecoins shouldn't be so strong; the market needs to reprice. The signal of capital rotation is here; I'm a bit excited. But USDC still needs to stay stable; a complete collapse wouldn't be good. This is healthy adjustment; don't be afraid of the dip, brothers. The squeeze on stablecoins = the market is really alive again, I believe. Now is the time for risk assets to turn around.

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HalfPositionRunner

· 12-26 10:54

Can a drop in stablecoins trigger a rally? I think it's questionable; it depends on where the money is flowing. --- Same old story, shifting funds to risk assets sounds good, but in reality? --- USDT and USDC losing value isn't necessarily a good thing. Be cautious, everyone. --- A rally? First, see if there's actually new funds entering the market before hyping it up. --- Half-believing, a decline in stablecoins ≠ real funds coming in.

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GateUser-cff9c776

· 12-26 10:44

Stablecoin outflows = capital inflows? Sounds good, but I'm more concerned about who ends up getting "cut" in this wave of "rotation"... Speaking of which, from the supply and demand curve, the loosening of USDT's dominant position could indeed signal a revaluation of risk assets. According to economic logic, there's nothing wrong with that. But don't forget, the last "healthy transition" almost turned the market into a ghost town. Wouldn't you agree? Instead of waiting for stablecoins to automatically give way, it's better to look at the specific data on this round of capital flows—true pump-and-dump schemes often start with data lying.

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BlockImposter

· 12-26 10:35

Will the dominance of stablecoins declining benefit BTC? This logic... actually makes sense, as long as funds don't flow into those altcoins. Well said, but will it really flow that way? USDT is holding us back. Wait, could that push up gas fees...

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failed_dev_successful_ape

· 12-26 10:35

Stablecoin decline = capital fleeing? Not necessarily, it could also be waiting for the next entry opportunity... Anyway, USDT has been around for so many years and hasn't been completely replaced, indicating that the market still relies on it.

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