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In its Alpha 153 report dated May 5, 2025, Bitfinex provided a comprehensive evaluation of the current state of the cryptocurrency markets, including on-chain indicators, macroeconomic signals, and investor behavior. The report highlighted the market’s recent recovery, whale activity, increasing liquidity, expanding stablecoin supply, and inflation-driven risks as key themes.
Liquidity Is Returning, Dip Buying Accelerates
One of the report’s most striking points was the observation that liquidity in the crypto market is reviving. The recent price increases in Bitcoin (BTC) and Ethereum (ETH) are supported by strong buying signals from lower levels.
Whale addresses have accumulated significantly, particularly in the $60,000–$62,000 price range.
The BTC price has begun to stabilize above the $60,000 level, which currently serves as a key psychological and technical support zone.
Additionally, retail investors have started buying during this period, signaling a recovery in investor confidence.
Stablecoin Supply Expands: Risk Appetite Rising
Another significant finding in the report was the increase in the supply of Tether (USDT) and other stablecoins. This trend suggests that investors are preparing to allocate capital into crypto assets:
USDT supply is rising not only on Ethereum but also on networks like TRON, which offer lower transaction fees.
The expansion in stablecoin supply indicates more inflows into exchange reserves, which could lead to a rise in trading volume.
Inflation and Interest Rate Expectations Fuel Uncertainty
The U.S. Federal Reserve (FED)’s cautious stance on interest rate cuts and the distance of U.S. CPI data from target levels are increasing the risks of short-term market volatility:
The FED is not expected to cut rates soon, which could increase demand for the U.S. dollar.
Persistent inflationary pressures may lead to a shift away from risk assets, impacting crypto market sentiment in the near term.
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