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- Binance says its OTC desk reached about 25% of last year’s full volume in just January and February.
- Bitcoin and stablecoin-to-fiat flow both jumped hard in February, pointing to faster institutional deployment.
Binance is signaling a sharper institutional bid in crypto to start 2026, with new OTC data suggesting larger players have been putting capital to work faster than many expected.
In a post on its blog, the exchange said OTC volume in the first two months of the year already reached roughly a quarter of its total for all of 2025. For a market still navigating macro noise, that is a strong print. It suggests size is coming in early, and not quietly either.
Bitcoin became the main lane in February
The clearest swing was in Bitcoin flow. Binance said BTC’s share of OTC activity surged from 4.91% in January to 45.81% in February, a sharp rotation in just one month.
That kind of move usually does not come from retail punting small tickets. OTC desks are where institutions, whales, and larger allocators move size off the open market, avoiding slippage and not lighting up the public order books.
When Bitcoin’s share jumps that aggressively, it tends to mean desks are seeing more direct BTC demand rather than broad, scattered crypto exposure.
It also hints that institutions may be treating Bitcoin as the cleanest entry point again. Not alt beta, not narrative chasing. Just BTC.
Fiat rails and stablecoins show fresh deployment
There was another notable shift. Stablecoin-to-fiat inflows rose from 21.43% in January to 48.95% in February, according to Binance. In crypto market terms, that often reads as capital being moved through funding rails ahead of allocation, or in the middle of it.
Taken together, the data paints a fairly straightforward picture. Institutions appear to be accelerating exposure rather than waiting for perfect conditions. The price action may still wobble, as it usually does, but underneath that, the flow looks more decisive. And in crypto, flow tends to matter before the headline move fully shows up on chart.
