Has Bitcoin lost its upward momentum? Stablecoins and corporate buying activity are also shrinking together.

Source: DigitalToday Original Title: Is Bitcoin Losing Momentum… Stablecoins and Corporate Buying Pressure Diminish Together Original Link:

As Bitcoin(BTC) continues to show no signs of sustained recovery, the main indicators of market liquidity—stablecoin inflows and corporate buying activity—are rapidly weakening.

According to blockchain data, the amount of ERC-20 stablecoins flowing into exchanges has plummeted from $158 billion in August to current levels of $76 billion. The 90-day average inflow has also decreased from $130 billion to $118 billion, indicating a decline in new fund inflows compared to a few months ago. Market analysts interpret this as “the current rebound being driven not by increased buying but by reduced selling pressure.” Stablecoins are considered key indicators of institutional and retail liquidity and are regarded as important gauges of buying sentiment.

Corporate buying activity has also slowed down. Over the course of 2025, 117 companies purchased Bitcoin, but in Q4, only 9 companies made additional acquisitions. This is a sharp decline compared to Q3, when 53 companies, and Q2, with 39 companies, made purchases. Most companies hold less than 500 BTC, while major institutions recently bought 16,240 BTC for $962.7 million, increasing their total holdings to 660,624 BTC.

Major institutions have purchased Bitcoin worth $21.48 billion this year, approaching the total of $21.97 billion planned for 2024. However, due to recent market uncertainties, they have secured $1.44 billion in cash reserves as a defensive measure to prepare for dividends.

Market analysis suggests that “Bitcoin could rise to $99,000 in the short term but will face strong resistance at $102,000 and $112,000,” and “additional liquidity is needed for the market to regain bullish momentum.”