Cathy Wood stated “Liquidity will enter the market in December.” and we are seeing the first clear signs that new money is entering the market. Every cycle starts the same way. Before prices move, stablecoins move. Stablecoin transfers just jumped hard on three major chains. Most people ignore these moves. When stablecoin volume rises this fast, it means fresh liquidity is picking a place to land. These three chains pushed more than half a billion dollars in volume in one week.
That is not random. It is smart capital getting into position. When liquidity moves, opportunity forms. These early spikes often appear weeks before mainstream attention shows up. This shift can show where traders, builders, and funds plan to act next on Sui, Aptos, and Solana. If you want to see where the next wave could hit, you start by watching this stablecoin flow.
Rising stablecoin volume is the first sign of new liquidity. You can compare stablecoins to dry powder. It sits on the sideline before it’s being deployed. So, traders and funds move them onto a chain before taking any real positions. A jump in volume shows fresh money arriving and getting ready. It means interest is forming now, even if prices have not moved yet. Later, this flow can spark more,
This builds buying power. Stablecoins move first. Prices follow later. So, let’s look at the three recent biggest movers in stablecoins.
With the Sui Network ($SUI) we have an active stablecoin chain. Besides the recent inflows, it also has various stablecoins on its chain. For example,
This shows that Sui takes stablecoins seriously. And for good reasons. I explained already what stablecoin growth means for chains. For Sui, it suggests two things. New capital is entering because developers and users believe in upcoming DeFi activity.
So, if we look at recent stablecoin inflows, Sui is at the forefront. This DeFiLlama list shows the highest recent inflows per chain. In the top 20, Sui ranks second with 8.12%. That’s the recent 7-day list, so this is likely to change.
A big chunk of this was because of what happened on November 24th. That day, Sui saw $2.4 billion flow into the chain over only 24 hours. As the picture shows, it left everybody in its wake that day.
If we look at this DeFiLlama chart, we see Sui’s stablecoin growth. In February 2024 its market cap was a bare $314 million. Fast-forward to July 2025 and it peaked to $1.24 billion. There was another peak in October this year, at $1.18 billion. The current market cap is $700 million. The native $USDC is the dominant stablecoin, with 76%.
So, more stablecoins mean more available capital. You can use it for lending, liquidity pools, trading, staking and other DeFi uses. That makes Sui more attractive for new projects and users. Sui’s scalability, fast transaction throughput, and efficient architecture also help. The Move language plays a big part in this as well. All these features together, lower friction for stablecoin transfers, DeFi, and dApp interaction.
For the near-term, there’s a liquidity and DeFi activity surge. For the mid-term, expect rising investor and developer confidence. And for the long-term, we can see potential chain-level adoption and ecosystem expansion.
Aptos ($APT) is another Move based layer 1 chain, like Sui. Over the last seven days, Aptos saw the highest stablecoin flow in the top 20 with 22.24%. According to DeFiLlama, there are only 5 stablecoins available on Aptos. However, don’t worry, there are more stables available on Aptos. Tether’s $USDT dominates Aptos with 46%. Some other stables available on Aptos, are,
Its current stablecoin market cap is $1.58 billion. This is also a new ATH for Aptos. So, more stablecoins and stable-value rails mean easier, cheaper, native access for users and funds. In turn, this encourages more stablecoin capital to move to Aptos.
And like Sui, Aptos uses the Move language. This makes it fast, cheap, and scalable. As a result, it’s well-suited for stablecoin transfers, DeFi activity, and large liquidity flows. Especially institutional or large-volume holders like this. Low fees and a high throughput offer a couple of advantages to them. They reduce friction and risk when moving or parking capital.
For the short-to-midterm, expect a rise in DeFi activity and trading volume. The long-term potential can see Aptos grow into a key stablecoin-powered hub.
Solana ($SOL) has a larger market cap than Sui and Aptos combined. Still, in weekly stablecoin volume in the top 20 it only ranks third. That’s right, after Aptos and Sui. The 7-day change was 7.37%. DeFiLlama lists 55 stablecoins on Solana. That means that the real number is even a lot higher. $USDC dominates Solana with 62.5%.
Like the other two chains, Solana is also fast and offers low transaction costs. That makes it ideal for frequent or large stablecoin transfers. So, when you move stables on Solana, this low friction (speed and cost) reduces risk and overhead. It makes Solana more attractive than slower, costlier blockchains.
The total market cap for stablecoins on Solana is $13.8 billion. So, moving that number is a lot more difficult compared to the much lower market caps on Sui and Aptos. In mid-October, Solana saw a new ATH with $16.25 billion in stablecoin market cap. This shows that Solana is well-positioned to lead this stablecoin dance. The general stablecoin and tokenization infrastructure keeps expanding. Solana is keeping up with the demand.
In the short-term, Solana becomes a go-to network for stablecoin transfers and payments.
For the mid-term, more projects may be built on Solana, attracting users and capital.
If we look at the long term, Solana could evolve into a major stablecoin-powered hub. Like a backbone for global payments.
So, do you still have stablecoins sitting on the sidelines? If so, on which chain? Let me know in the comments and make sure to join our X and Discord channels.
The information discussed by Altcoin Buzz is not financial advice. This is for educational, entertainment and informational purposes only. Any information or strategies are thoughts and opinions relevant to accepted levels of risk tolerance of the writer/reviewers, and their risk tolerance may be different from yours.
We are not responsible for any losses that you may incur as a result of any investments directly or indirectly related to the information provided. Bitcoin and other cryptocurrencies are high-risk investments, so please do your due diligence. This article has been sponsored by Sui.
