2026-01-02 17:29:04

Recently, there are two signals to watch closely: one is the net inflow data of centralized exchanges, and the other is the movement of USDT. Looking at these two together can help you detect signs of liquidity overflow.

The underlying logic is actually simple—when the US stock market experiences adjustments, funds tend to seek new safe havens or growth opportunities. Historically, the common flow has been: US stocks cool off → commodity assets heat up → capital enters crypto. Although this rotation cycle is not absolute, it is worth paying attention to.

Therefore, the key is to observe whether CEX funds are accumulating or withdrawing, or to infer the market’s true expectations from the liquidity changes of USDT. Cross-verifying these two dimensions can lead to a more accurate judgment of the next capital movement.

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DiamondHands

· 2h ago

Monitoring CEX inflows and USDT movements, this idea is pretty good. Wait, US stock adjustments → crypto warming up, does this logic still hold this year? Feels different this time.

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MeltdownSurvivalist

· 2h ago

Monitoring CEX net inflow and USDT trends is indeed a good move, but to be honest, the current data is too noisy to see clearly...

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SmartContractPhobia

· 2h ago

Hmm... So it's still the old routine. When US stocks fall, focus on CEX and USDT. This trick has probably been used for three years now, right? Quickly tell us how the recent data is trending, don’t just talk about the logic. Actually, the key is what the big players are doing. Retail investors following this might sometimes be too late. Wait, does USDT inflow = bullish? Or should we also consider the speed of exiting? To put it simply, it still takes the courage to buy the dip. Even if the data looks good, you have to dare to take the plunge.

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AirdropChaser

· 2h ago

Damn, keeping an eye on CEX net inflow is really important. I've been watching this data every day lately... USDT flow is even more critical, that's real hard cash.

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SandwichTrader

· 2h ago

My goodness, CEX inflow data really needs to be monitored daily, or you'll easily get caught in a trap. --- USDT flow is the true indicator of market direction; don't be fooled by surface data. --- Whenever US stocks adjust, funds rush into crypto. I've seen this logic too many times. --- Cross-validation is correct, but in practice, it's still easy to be fooled by false breakouts. --- It's easy to say, but in real trading, these two signals often conflict. Should I trust or not? --- Ah, finally someone explained this logic clearly. I used to guess randomly. --- Net USDT inflow is often a dangerous signal; don't get it wrong. --- The key is to watch the movements of big funds; retail investors always follow too late.

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digital_archaeologist

· 2h ago

The CEX net inflow theory has been discussed quite a bit, but USDT liquidity is indeed easy to overlook, which can be a good additional dimension. The real question is—how to operate when these two signals are consistent, and how to judge when they are not? The historical rotation cycle sounds nice, but actual trading still depends on timing. The chain of US stock adjustments → crypto rises also doesn't seem absolute. Could this time be another bait? Should we form a small team to monitor these two indicators in real-time? Anyway, we're just idling. The logic is clear, but I'm worried that if too many people know about it, it might lose its effectiveness.

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ser_we_are_ngmi

· 2h ago

Paying attention to CEX inflows and USDT movements is indeed something you need to learn to read. But honestly, these two indicators can only give you a general direction; actually making money still depends on execution and luck.

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