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‘Largest’ volume skew for ETH confirms pivot to altcoins: Glassnode

2025-07-29 19:50:22

Main Idea

Traders are shifting focus to altcoins like ETH and BNB, as evidenced by surging activity, volume skews, and changes in USDT flows, signaling a potential altcoin season.

Key Points

1. Ether (ETH) has seen the largest volume skew in its favor since 2022, with open interest dominance reaching nearly 40%, the highest since April 2023.

2. USDT transfers on the TRON network show a sharp increase, with daily volumes between $2.5 to $3 billion, suggesting liquidity may be entering the altcoin market.

3. BNB has outperformed Bitcoin, rising 7.4% in a week, with growing utility in the BNB Smart Chain ecosystem and a disclosed $105 million BNB treasury.

4. USDT reserves on exchanges have dropped from $45 billion in February 2025 to $36 billion, indicating capital redeployment into the market.

5. Analysts note that ETH's price reclaiming $3.8K and BNB's performance are strong signals of an emerging altcoin season.

Description

Surging ETH and BNB activity, alongside shifting USDT flows, are all signals that traders are pivoting into altcoins.

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