The growth rate of stablecoins is decelerating, impacting liquidity in the cryptocurrency market, according to Matrixport's analysis. Although the supply of stablecoins continues to expand, the 12-month rolling growth rate peaked and began to decline in late October. This slowdown in stablecoin inflows and new liquidity coincides with a broader market pullback.
Matrixport attributes this trend to the Federal Reserve's cautious policy shift, which is seen as a key factor in the weakening liquidity environment. Despite a substantial absolute increase in stablecoin supply, the overall liquidity conditions in the crypto market may be less robust than previously anticipated.
Stablecoin Growth Rate Declines, Weakening Crypto Market Liquidity
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