Key points:
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In June 2025, USDT and USDC balances reached a record $31 billion.
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An analyst views the accumulation of reserves as a “brewing liquidity explosion” and investors are waiting for clear Altcoin trading opportunities.
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Bitcoin’s advantage has steadily declined over the past 90 days, suggesting a potential shift to altcoins.
According to crypto analyst Timo Oinonen, the long-awaited Altseason may be coming, emphasizing the massive accumulation of stable reserves as a key catalyst. Oinonen noted that Binance’s USDT and USDC balances hit a record $31 billion in June 2025, suggesting it could be out of reach capital and could eventually spin Altcoins.
Oinonen Explained In a secret post, second-hand reserves with high stability reserves mean “brewing liquidity explosion”, and investors are better off holding low-volatile assets such as USDT, USDC until the obvious opportunity arrives.
From 2023 to the end of 2024, Bitcoin (BTC) is closely related to the reserves of stable reserves on the binary, but since the beginning of 2025, the correlation has reversed. Although BTC continues to be withdrawn, Stablecoins poured into Binance wallets, indicating deployable capital.
With the global Stablecoin market capitalization now exceeding $254 billion, led by USDT at $159 million and USDC at $62 billion, the inflow of liquidity is obvious. Oinonen believes that the Altcoin market may see explosive upside potential when distributing “dry powder”.
Similarly, Alpharactal CEO João Wedson Famous The Altcoin seasonal index is flashing signs of opportunity. With Bitcoin outperforming altcoins over the past few months, Wederson believes this may be the ideal time to accumulate other tokens at discounted prices against BTC discount prices.
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Bitcoin’s advantage slips because of a total of 2 eyes breakout mode
As Bitcoin consolidates near its recent highs, reserve imbalances over binary are increasing, and the decline in BTC advantage suggests that AltCoins will soon recover momentum. In the past 90 days, Bitcoin Advantages The gradual decrease indicates that capital may deviate from BTC. However, this shift has not yet been fully realized in the broader Altcoin market.
The Total2 chart representing the total market cap of all cryptocurrencies (excluding Bitcoin) remains below the key resistance level at $1.25 trillion. Despite multiple attempts in May and June, the chart failed to confirm the bullish breakdown of the structure within the daily time frame, forming a series of higher lows.
That is, current price action begins to shape potential cup and handle patterns, which is a bullish continuation setting. If confirmed, the model will immediately carry a $1.55 trillion upside target that could exceed the third to fourth quarter.
Although no confirmed alternative season has occurred, several signals remain consistent. Bitcoin’s advantage is weakening, second-hand stable reserves have soared to record levels, but the market structure is coiled under obvious resistance. These conditions can be quickly transitioned to a wider altcoin rally with the right catalyst.
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This article does not contain investment advice or advice. Every investment and trading move involves risks and readers should conduct their own research when making decisions.
