2026-01-02 15:22:14

Tether's recent actions are worth paying attention to. The world's largest stablecoin issuer has just increased its Bitcoin holdings by 8,888 BTC, bringing the total to 96,369 BTC.

This is not just a simple trading activity but a strategic adjustment at the asset-liability level. A stablecoin issuer backed by USD now views Bitcoin as a core reserve asset, and this signal is worth pondering.

From a market cycle perspective, this is an accumulation during consolidation rather than chasing the top. When stablecoin issuers start accumulating Bitcoin in large quantities, the Bitcoin supply in the market will inevitably tighten. Reduced supply means increased support — this is a fairly straightforward logic.

Tether seems to have recognized some issues that the market is still debating. This institutional-level layout often better indicates the future direction than most discussions.

BTC1,61%

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ZkProofPudding

· 7h ago

Tether's move this time is really brilliant, directly treating BTC as a reserve asset to hoard... This rhythm is quite something. --- Over 90,000 Bitcoins, and when the supply tightens... how are we retail investors supposed to play? --- Institutions are quietly accumulating, and we're still arguing in groups about when the bull market will come. Laugh out loud. --- Honestly, what does USDT doing this tell us? It just shows they don't really believe in the USD itself. --- Accumulating coins during consolidation is indeed a ruthless move. Let's wait and see how it unfolds later. --- 96,000 BTC, if it were me, I’d also be thinking about what to do next... --- This is the information gap. Institutions are positioning early while we're still hesitating.

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CryptoComedian

· 7h ago

Damn, what is Tether playing at? 96,369 BTC, that number must be so awesome, I'm jealous. Wait, are stablecoin issuers starting to hoard BTC? Does this mean that while we're still asking the boss for a raise, they are secretly accumulating assets? By the way, if this is truly a bottoming phase for accumulation, then we retail investors are too inexperienced, always singing praises at the top.

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UncommonNPC

· 7h ago

Tether is really starting to accumulate coins. This guy understands much better than us retail investors... Wait, 96,369 BTC? Why does this number look so neat? I find it a bit hard to believe... Alright, anyway, actions from big institutions are more reliable than empty talk. When the supply chain tightens, it should go up.

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ProtocolRebel

· 7h ago

Tether's move is really bold... directly treating BTC as a reserve asset. What kind of signal does this send? Got it, big institutions are starting to accumulate, while retail investors are still debating the ups and downs. The gap is huge. Wait, does this mean the circulating supply is decreasing? Then it’s about to take off. I don’t understand Tether’s logic, but following institutions’ lead is definitely the right move. Over 90,000 Bitcoins... this number is a bit scary, truly holding half the life in control.

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DataChief

· 7h ago

As expected from Tether, their move is indeed bold. Over 96,000 BTC poured into the asset sheet—this isn't just playing around, they're betting on the future. Wait, the US dollar stablecoin is flipping and accumulating Bitcoin? That logic is brilliant, it shows even they no longer trust the dollar haha. The ongoing debate is already settled by the institutions' actions. Looks like we need to keep up with this rhythm. The number 8888 has good feng shui. But what really matters is the 96369 behind it.

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LiquidationKing

· 7h ago

Well... Tether's move is basically a bet. 96,369 Bitcoins, that's a pretty hefty number. The supply shortage is real, but I want to see how they explain this account. Wait, stablecoin issuers hoarding BTC? That logic is a bit reversed, but institutions are like that. We have to wait half a year to see what they’re really up to. Feels like everyone is trying to bottom fish right now, and we're still debating whether to get on board.

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