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每日財經 · Daily Finance
交易所里的"子弹"快打光了
另一条被忽略的线：交易所稳定币储备。
CryptoQuant口径，ERC-20稳定币在交易所余额跌到 606.2亿，历史分位第1百分位——从年初约800亿一路撤下来，光Binance就从432亿掉到411亿，4月至今少了63亿。
这是"随时能进场扫货"的弹药库。弹药在缩，价格还能横住，靠的不是买盘强，是卖盘也累了。
更妙的是USDT：10月中旬5天缩了近10亿市值，7月初到10月1日，19家平台USDT余额净撤46亿，只被USDC/RLUSD补回19亿。不是换币，是离场。
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