Capital rotation on Nexo is becoming clear 💵 @Nexo inflow composition has changed significantly year over year: - Bitcoin fell from nearly 50% of deposits in 2025 to just over 30% in 2026 - USDC + USDT now account for more than 52% of total inflows - USDC’s share of inflows surged 58% YoY, becoming the largest stablecoin at ~30% share - USDT’s share grew around 44% YoY, reinforcing stablecoin dominance - Ethereum remained stable in the 16%–18% range, showing little behavioral change - Altcoins declined to just over 1% of inflows The message is clear: users appear to be moving away from speculative crypto exposure and allocating more capital toward yield-focused, dollar-pegged assets. This suggests a broader shift from Bitcoin into stablecoins, with lower speculative appetite in current market conditions. Regulatory clarity may also be boosting confidence, with the CLARITY Act supporting the stablecoin narrative as USDC reaches a ~$76B market cap.(Maartunn)