Bitcoin Whale Accumulation vs. Stablecoin Outflows
Crypto market shows a bifurcated signal: $16B in stablecoins have left since April while whale BTC holdings hit their highest level since November 2025. Majors are performing; memecoins are lagging.
What we know
An account on X leads with the macro data: stablecoin supply down from $318.6B to $302B, yet whale wallets hold 3.03M BTC — the most since November 2025 — and Binance saw its biggest BTC outflow since mid-2023. Another account on X is holding BTC longs from $81k, expecting a possible retest of $80k. Another account on X reports Tom Lee at TOKEN2049 saying his VC friends wish they had just bought BTC. Another account on X summarizes the vibe: 'Majors looking great, memecoins not so much.'
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.