ChainCatcher 消息，CryptoQuant 在 X 平台发文称，币安平台稳定币正呈现结构性外流。过去 30 天，USDC 持仓从 57.5 亿美元降至 46 亿美元，降幅约 21.6%；USDT-ETH 于 6 月 26 日和 7 月 7 日分别出现单日近 10 亿美元和 8.38 亿美元的巨额提款。上周币安稳定币日均净流出达 1.15 亿美元。
报告称，稳定币是市场吸收抛压的关键流动性储备，同步流出通常表明资本趋于保守，流动性正转向冷钱包、DeFi 协议或场外交易。当前环境与此前资本在稳定币间循环的阶段不同，呈现同步脱钩。超 10 亿美元流动性流出后，市场缓冲波动的能力正在下降。CryptoQuant 警告，若交易所缺乏足够现金应对结构性抛售，市场对突发波动将更加敏感，可持续底部形成需等待新的稳定币资金流入。
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