Stablecoin Liquidity Rises, Analysts Speculate on Bitcoin Recovery in December

As per Bijié Wǎng, Bitcoin's price has remained weak in the first two weeks of November, hovering near the $95,000 level after breaking below the $100,000 support. Despite the lack of upward momentum, recent on-chain data suggests potential positive factors, including a significant increase in stablecoin exchange reserves. XWIN Research Japan, in a CryptoQuant Quicktake article, noted that historical patterns show stablecoin accumulation often precedes Bitcoin price surges. For example, in late July 2025, stablecoin liquidity grew exponentially as Bitcoin traded near $100,000, followed by a breakout to $110,000. A similar pattern occurred in late September, with Bitcoin reaching a record high of $126,000 after a $8 billion increase in stablecoin reserves. However, predicting Bitcoin's response to such liquidity shifts remains challenging due to inconsistent historical reactions. XWIN Research suggests that macro events like the December FOMC meeting could trigger a price rebound. Meanwhile, CryptoQuant's Julio Moreno expressed a more bearish outlook, noting Bitcoin's drop below its 365-day moving average of $102,000, signaling a potential start of a bear market. As of the report, Bitcoin traded at approximately $96,050 with no significant 24-hour movement.