Analyst: Binance stablecoin reserves drop to near one-year low, exchange liquidity remains weak

Crypto analyst Darkfost noted that Binance's current ERC-20 stablecoin reserves stand at approximately $41.6 billion, having fallen to levels seen in early October 2025, marking the lowest point in nearly a year. Since April 2026, Binance's stablecoin reserves have decreased by roughly $6.3 billion, with the market cap changing by approximately -4.7% over the past 90 days and an average monthly stablecoin net outflow of about $62 million.