The global financial market is once again entering a phase of instability: stock exchanges are losing trillions, while cryptocurrency, on the contrary, is seeing growing investor interest. One of the main indicators of this trend is the increasing capitalization of stablecoins — digital assets pegged to fiat currencies, primarily the US dollar.
Since the beginning of 2025, the total capitalization of stablecoins has grown by $30.9 billion, which is an increase of more than 15%. These dynamics are not just statistics, but an important signal of growing demand for digital liquidity. Investors are increasingly using stablecoins not only as a store of value in times of uncertainty, but also as a bridge between traditional finance and the crypto market.
SEC Gives the “Green Light” to Stablecoins
The U.S. Securities and Exchange Commission (SEC) has provided clarity on regulatory matters. Recently published guidelines state that stablecoins backed by real assets are not considered securities. This is a significant legal breakthrough, as the market had previously operated in a state of legal uncertainty. Now, tokens like USDC, GUSD, and BUSD have received official confirmation of their status, opening the door to broader adoption in institutional environments.
This decision strengthens trust in the stablecoin sector and could stimulate the creation of new products, as well as further integration of digital dollars into business processes and international transactions.
Capital Outflow from the Stock Market
Meanwhile, against the backdrop of crypto market growth, the traditional stock market is losing liquidity. According to the latest data, since the start of 2025, the U.S. stock market has lost more than $8.2 trillion — more than was lost during the worst week of the 2008 financial crisis.
Such a massive decline indicates a systemic crisis. It’s becoming clear that the financial system urgently needs a strong injection of liquidity, or the consequences could be even more devastating. While the Fed and the U.S. Treasury hesitate on next steps, the crypto market is riding a wave of investor interest and confidence.
Saylor Is Back in the Game: Strategy Buys $1.92 Billion Worth of BTC
Amid falling stock indices, Strategy (led by Michael Saylor) executed one of the largest purchases in history — 22,048 BTC for $1.92 billion. The company now holds 528,185 BTC on its balance sheet.
This marked a major moment: Saylor hadn’t made such large-scale purchases in a while, and the move set the news feeds on fire, triggering a short-term market rally. The BTC price, which had been hovering around $83,000, received a new boost, strengthening the asset’s position as “digital gold.”
Interestingly, Strategy has no plans to deviate from its strategy, despite geopolitical instability, new tariffs, and macroeconomic risks. Moreover, this approach is likely to inspire other major institutions to consider BTC as a long-term capital protection tool.
BTC Hashrate Reaches New All-Time Highs
A testament to Bitcoin’s technological resilience is the fact that its hashrate continues to rise, hitting all-time highs. This indicates that miners still believe in the network’s prospects and are investing in computing power despite price corrections and high competition.
The growing hashrate also sends a strong signal to investors: the blockchain is operating stably, the network is secure, and demand for BTC as an asset remains strong.
The market is undergoing a tectonic shift: while traditional financial systems are losing liquidity, the crypto industry is seeing capital inflows. The rising capitalization of stablecoins, the legalization of their status in the U.S., large institutional BTC purchases, and the growing hashrate — all these factors are setting the stage for a new growth phase.
In the coming months, we may witness a reallocation of global capital in favor of digital assets. And those who positioned themselves on this side of the divide early on may gain a key advantage.
