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🚨 Stablecoin outflows are sending a message the market can't ignore. Over the past week: 💸 USDC recorded roughly $1.6B in net redemptions. 💸 USDT saw around $900M in net redemptions. That's approximately $2.5B in stablecoins leaving the market. This looks like more than routine portfolio rebalancing—it suggests capital is becoming increasingly selective. Following the Fed's hawkish stance, higher-yielding assets such as U.S. Treasuries have become more attractive to some institutional investors, reducing the appeal of holding non-yielding stablecoins. At the same time: 📉 Spot ETF inflows have moderated. 📉 Treasury-backed crypto financing activity has also cooled. Two of the market's key liquidity drivers are no longer accelerating. The takeaway? This environment is becoming less about narratives and more about capital flows, liquidity, and sustainable demand. Bitcoin isn't competing only with other crypto assets—it is increasingly competing with traditional yield-generating investments for institutional capital. In this phase of the cycle, follow the money, not the headlines. #30YYieldAt19YHigh #AMZNMissesButRallies #MSFT450BInADay $BTC $ETH $SNDK