Stablecoin Supply Tops $200 Billion, Fueling Optimism for Crypto Rally

Stablecoin Market Tops $200B as Liquidity Surge Hints at Crypto Breakout

The stablecoin sector has expanded by nearly $40 billion since Donald Trump’s U.S. election victory, marking a key shift in crypto market dynamics and potential bullish momentum.

Fresh data from CryptoQuant shows that the total market capitalization of stablecoins has crossed $200 billion—a historic milestone—suggesting that the influx of liquidity could fuel further upside in the broader crypto market.

Stablecoins, digital assets pegged to fiat currencies like the U.S. dollar, act as a key liquidity source for traders navigating the volatile crypto space. Since early November, the stablecoin market has added approximately $37 billion in value, closely tracking Trump’s electoral win.

“With stablecoin liquidity increasing once again, we could be on the verge of another major leg up in bitcoin and crypto assets,” CryptoQuant analysts noted.

Tether (USDT) continues to dominate the stablecoin landscape, now boasting a $139 billion market cap—up 15% since November. Meanwhile, Circle’s USDC has surged by 48% over the same period, reaching $52.5 billion.

Liquidity trends also reflect this resurgence. USDT’s 30-day liquidity change has turned positive after a 2% decline earlier in the year, while USDC’s liquidity has climbed 20%—its fastest growth rate in a year.

Bitcoin (BTC) has rallied over 50% in tandem, pushing the total cryptocurrency market valuation from $2.2 trillion to $3.5 trillion, based on TradingView’s Total Crypto Market Cap index.