Bitcoin whales retreat to Binance: lowest inflow since 2024

Large investors remain cautious, and this is clearly visible in the figures on Binance. The inflow of stablecoins from whales, defined as transactions exceeding $1 million, has fallen to its lowest level since the correction of October and November 2024. With the Bitcoin price at $63.800 and today’s FOMC decision looming, the market is holding its breath.

Bitcoin is available at OKX and Bybit.

From $63 billion to $25 billion: a sharp decline

Data from CryptoQuant shows that the 30-day sum of stablecoin inflows on Binance from large parties has fallen sharply. At its peak, around the summer of 2025, this inflow reached $63 billion per month. Now the counter stands at only $25 billion, a drop of more than 60%. That is a clear signal that large players are consciously limiting their risk exposure.

Analyst Darkfost points out that persistent geopolitical tensions and inflation risks are hampering the market. Since the end of 2025, demand has failed to meaningfully recover, pushing Bitcoin into a correction that has yet to find stabilisation. Notable detail: whenever Bitcoin falls towards $60.000, as in February and June 2026, the monthly inflow from large parties temporarily increases. This suggests that this price level is seen as attractive and thus forms an important floor for the Bitcoin price.

FOMC could tip the balance

The declining liquidity on Binance, the world’s largest exchange by trading volume, reflects the underlying weakness in current demand from large investors. This aligns with broader trends: earlier this week, the Bitcoin price fell back to $63.000 ahead of the Federal Reserve’s interest rate decision.

Today, the FOMC meeting takes place, and the interest rate decision could significantly influence market dynamics in either direction. A surprisingly dovish signal could prompt large parties to deploy their capital more actively again, while a hawkish tone would prolong the current caution. The lack of inflows into Bitcoin ETFs in recent days also adds extra pressure to sentiment. The coming hours will therefore determine the direction the market takes.