Bitcoin’s Muted Profit-Taking May Reflect Stablecoin Inflows Boosting Binance Liquidity, Ripple Prepares RLUSD Entry in Japan

• ERC-20 stablecoin reserves on Binance rose from $32B to $35.5B in two weeks.

• Ripple will roll out RLUSD in Japan through SBI VC after SBI secured a local payments license.

• CryptoQuant data and on-chain metrics show inflows rather than profit-taking; Bitcoin NRPL remained muted.

stablecoin surge: Binance sees $3B inflows into ERC-20 reserves; RLUSD heads to Japan — read how this affects liquidity and users.

What is driving the stablecoin surge on Binance?

Stablecoin surge on Binance is being driven by net new capital inflows rather than sell-side activity, with ERC-20 stablecoin reserves rising from $32 billion to $35.5 billion over two weeks. On-chain metrics and CryptoQuant data show funds parked on the exchange, indicating potential redeployment into crypto markets.

How do on-chain metrics confirm new capital inflows?

CryptoQuant reserve snapshots and exchange balance monitoring show an increase in ERC-20 stablecoins held on Binance. Bitcoin’s Net Realized Profit and Loss (NRPL) remained muted, signaling limited profit-taking. Together, these data points suggest fresh liquidity entered the ecosystem instead of cash-outs.

Source: CryptoQuant (plain text mention)

Over the past two weeks, ERC-20 stablecoin reserves on the exchange jumped from $32 billion to $35.5 billion, an increase of $3 billion. New capital entered the market, rather than investors cashing out.

Source: CryptoQuant (plain text mention)

Supporting this view, Bitcoin’s NRPL remained muted, showing limited profit-taking activity. Much of this liquidity was parked on Binance, waiting to re-enter crypto markets; a potential sign of investor confidence.

How will RLUSD’s Japan launch affect the local market?

Ripple’s RLUSD rollout in Japan, planned for early 2026 through a partnership with SBI VC, could boost on- and off-chain stablecoin adoption. SBI’s Electronic Payment Instrument Exchange Service Provider license is a regulatory milestone that enables wider distribution and integration into local payment rails.

What does SBI’s approval mean for stablecoin compliance?

SBI’s new license positions it to operate under Japan’s payment frameworks with clearer compliance requirements. Ripple says RLUSD aims to be “trusted and compliant,” which may ease institutional onboarding and retail usage in Japan.

Frequently Asked Questions

Are Binance stablecoin inflows a bullish signal?

Increased stablecoin reserves on exchanges often precede buying pressure, but they are not a definitive bullish signal. Current data suggests fresh capital is available to re-enter markets, which can support short-term liquidity and price stability.

When will RLUSD be available in Japan?

Ripple and SBI VC target early 2026 for RLUSD availability in Japan, contingent on final operational steps and local regulatory compliance.

What sources report these developments?

This report references on-chain data providers and industry announcements as plain text: CryptoQuant, Binance exchange metrics, Ripple company statements, and SBI Holdings regulatory filings.

Key Takeaways

• Stablecoin inflows: ERC-20 reserves on Binance rose by $3B, showing fresh liquidity.
• RLUSD Japan: Ripple will launch a US-dollar-backed stablecoin in Japan via SBI VC by early 2026.
• Market signal: Muted Bitcoin NRPL suggests limited profit-taking and available dry powder for market re-entry.

Conclusion

Short-term market dynamics point to renewed liquidity as stablecoin reserves climb on Binance, while Ripple’s RLUSD entry into Japan signals regulatory progress and broader stablecoin utility. Watch reserve metrics and local regulatory updates for confirmation. For continued coverage, follow COINOTAG’s updates.