USDC has 1.29 billion in daily inflow; BTC only has 740 million. Not many will be stepping in tonight.

Open the order book: across the whole market, there are only 7 pairs with over 50M U. On the volume leaderboard, #1 is USDC and #2 is BTC. The market’s cooled down.

Top 5 by gain:
1. XRP +2.69%|83.4M U|old coins carry the baton; the only one keeping the momentum
2. SOL +2.58%|199M U|JTO hits; it’s trending on CoinGecko and carries sentiment
3. ETH +2.37%|292M U|catching up with BTC
4. BTC +1.65%|743M U|sideways with a slight uptick; volume down about 30%
5. ZEC +1.32%|84.3M U|privacy coin lone ranger; the whales are pulling

Bottom 3 (tonight no real meaningful selloff):
1. ZEC +1.32%|84.3M U|lowest gain; rebound can’t get going
2. USDC +0.01%|1.297B U|stablecoin volume hogs the leaderboard but still churns out the cash; it’s all parked here
3. USD1 -0.03%|125M U|retail investors are hiding/parking here

BTC is consolidating. Stablecoins are absorbing 1.2B U in a single day—mainstream liquidity is being pulled out into side lines. On the alpha side, VELVET +38% / SKYAI +27% still can’t squeeze through the 50M threshold; retail didn’t pay to join the heat.

In the evening, trading volume is 10x the value implied by the K-line. USDC volume is 1.75 times BTC’s. The main players in Europe and the US are quietly rotating to reduce risk.

All boards are drifting green, but the volume is fleeing. No one’s there to catch the next bearish candle.

Think you nailed it? Hit like—what are you watching most tonight? A SOL or B other? See you in the comments.

Follow @bqyb2026. Tomorrow at 8:17, Yuanbao will announce whether tonight’s bets were right or wrong. Tomorrow, watch for high-beta picks that didn’t make the alpha board (VELVET / SKYAI). The whales回血 first cut over here—don’t miss it.

Tonight Yuanbao is watching the three volume-energy signals: $BTC $SOL $USDC .