Compared to short-term price fluctuations in the secondary market, changes in stablecoin supply often have a stronger trend-following effect. An increase of over $1 billion within 72 hours corresponds to institutional-level medium- to long-term capital deployment, rather than scattered speculation by ordinary short-term funds. As market liquidity gradually eases in the fourth quarter, priority should be given to sectors where new funds are about to flow in, rather than existing markets where funds have already withdrawn.