Exchange reserve-flow tracker: net BTC/ETH/SOL/XRP (and USDT/USDC) flow on/off major exchanges (accumulation vs. distribution). Sources: 7/7 healthy this cycle. This is a single overwritten snapshot, not an accumulating history — the most recent real cycle only.
| Ticker | Signal | Conviction | Data point | Summary | Source |
|---|---|---|---|---|---|
| BTC | BEARISH | 0.45 | +15,743.66 BTC (+1.539%) net change in DefiLlama-tracked exchange wallet balances across 5 exchanges (binance-cex +15,020.94 BTC +2.43%; okx -470.37 BTC -0.3%; bybit +238.01 BTC +0.37%; crypto-com +420.81 BTC +1.82%; bitfinex +534.28 BTC +0.34%), 2026-11-03T00:00Z -> 2026-11-04T02:35Z | BTC exchange balances rose 1.539% across 5 tracked exchanges (rule: BTC balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| ETH | BEARISH | 0.6 | +40,667.14 ETH (+15.253%) net change in DefiLlama-tracked exchange wallet balances across 3 exchanges (binance-cex +40,450.56 ETH +18.26%; okx -2,029.75 ETH -32.88%; bybit +2,246.32 ETH +5.78%), 2026-11-03T00:00Z -> 2026-11-04T02:00Z | ETH exchange balances rose 15.253% across 3 tracked exchanges (rule: ETH balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| SOL | BEARISH | 0.6 | +1,171,571.43 SOL (+4.27%) net change in DefiLlama-tracked exchange wallet balances across 4 exchanges (binance-cex +818,170.62 SOL +4.22%; okx +273,026.34 SOL +7.13%; bybit +84,388.6 SOL +2.28%; bitfinex -4,014.13 SOL -0.81%), 2026-11-03T00:00Z -> 2026-11-04T02:08Z | SOL exchange balances rose 4.27% across 4 tracked exchanges (rule: SOL balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| XRP | BULLISH | 0.34 | -10,782,854.29 XRP (-0.416%) net change in DefiLlama-tracked exchange wallet balances across 3 exchanges (binance-cex -23,555,458.07 XRP -1.14%; okx +6,573,936.85 XRP +2.88%; bybit +6,198,666.93 XRP +2.15%), 2026-11-03T00:00Z -> 2026-11-04T02:00Z | XRP exchange balances fell 0.416% across 3 tracked exchanges (rule: XRP balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| USDT | BULLISH | 0.42 | +507,607,050 USDT (+1.157%) net change in DefiLlama-tracked exchange wallet balances across 5 exchanges (binance-cex +793,306,626 USDT +2.49%; okx -179,006,582 USDT -2.19%; bybit -138,376,293 USDT -4.47%; crypto-com +31,074,084 USDT +31.22%; bitfinex +609,215 USDT +0.11%), 2026-11-03T00:00Z -> 2026-11-04T02:35Z | USDT exchange balances rose 1.157% across 5 tracked exchanges (rule: stablecoin balance rising on exchanges = buying power arriving (BULLISH), falling = leaving (BEARISH)) | source → |
| USDC | BULLISH | 0.6 | +1,261,437,817 USDC (+17.482%) net change in DefiLlama-tracked exchange wallet balances across 5 exchanges (binance-cex +1,137,761,881 USDC +21.97%; okx +27,224,978 USDC +1.93%; bybit +2,151,837 USDC +0.36%; crypto-com +93,288,505 USDC +1,044.06%; bitfinex +1,010,617 USDC +6.46%), 2026-11-03T00:00Z -> 2026-11-04T02:35Z | USDC exchange balances rose 17.482% across 5 tracked exchanges (rule: stablecoin balance rising on exchanges = buying power arriving (BULLISH), falling = leaving (BEARISH)) | source → |
| USDC | BULLISH | 0.6 | +93,288,505 USDC (+1,044.057%) crypto-com tracked wallet balance, 8,935,191.76 -> 102,223,696.49 USDC, 2026-11-03T00:00Z -> 2026-11-04T02:35Z | crypto-com USDC wallet balance up 1,044.06% (rule: stablecoin balance rising on exchanges = buying power arriving (BULLISH), falling = leaving (BEARISH)) | source → |
| ETH | BULLISH | 0.6 | -2,029.75 ETH (-32.875%) okx tracked wallet balance, 6,174.1 -> 4,144.36 ETH, 2026-11-03T00:00Z -> 2026-11-04T01:17Z | okx ETH wallet balance down 32.88% (rule: ETH balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| USDT | BULLISH | 0.6 | +31,074,084 USDT (+31.218%) crypto-com tracked wallet balance, 99,538,923.07 -> 130,613,006.99 USDT, 2026-11-03T00:00Z -> 2026-11-04T02:35Z | crypto-com USDT wallet balance up 31.22% (rule: stablecoin balance rising on exchanges = buying power arriving (BULLISH), falling = leaving (BEARISH)) | source → |
| USDC | BULLISH | 0.6 | +1,137,761,881 USDC (+21.97%) binance-cex tracked wallet balance, 5,178,766,364.71 -> 6,316,528,245.7 USDC, 2026-11-03T00:00Z -> 2026-11-04T01:04Z | binance-cex USDC wallet balance up 21.97% (rule: stablecoin balance rising on exchanges = buying power arriving (BULLISH), falling = leaving (BEARISH)) | source → |
| ETH | BEARISH | 0.6 | +40,450.56 ETH (+18.255%) binance-cex tracked wallet balance, 221,581.84 -> 262,032.4 ETH, 2026-11-03T00:00Z -> 2026-11-04T01:04Z | binance-cex ETH wallet balance up 18.26% (rule: ETH balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| SOL | BEARISH | 0.6 | +273,026.34 SOL (+7.133%) okx tracked wallet balance, 3,827,469.99 -> 4,100,496.32 SOL, 2026-11-03T00:00Z -> 2026-11-04T01:17Z | okx SOL wallet balance up 7.13% (rule: SOL balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| USDC | BULLISH | 0.6 | +1,010,617 USDC (+6.455%) bitfinex tracked wallet balance, 15,656,909.31 -> 16,667,526.01 USDC, 2026-11-03T00:00Z -> 2026-11-04T02:08Z | bitfinex USDC wallet balance up 6.46% (rule: stablecoin balance rising on exchanges = buying power arriving (BULLISH), falling = leaving (BEARISH)) | source → |
| ETH | BEARISH | 0.6 | +2,246.32 ETH (+5.781%) bybit tracked wallet balance, 38,859.14 -> 41,105.46 ETH, 2026-11-03T00:00Z -> 2026-11-04T02:00Z | bybit ETH wallet balance up 5.78% (rule: ETH balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| USDT | BEARISH | 0.6 | -138,376,293 USDT (-4.471%) bybit tracked wallet balance, 3,095,188,147.43 -> 2,956,811,854.1 USDT, 2026-11-03T00:00Z -> 2026-11-04T02:00Z | bybit USDT wallet balance down 4.47% (rule: stablecoin balance rising on exchanges = buying power arriving (BULLISH), falling = leaving (BEARISH)) | source → |
| SOL | BEARISH | 0.6 | +818,170.62 SOL (+4.215%) binance-cex tracked wallet balance, 19,410,313.62 -> 20,228,484.24 SOL, 2026-11-03T00:00Z -> 2026-11-04T01:04Z | binance-cex SOL wallet balance up 4.22% (rule: SOL balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| XRP | BEARISH | 0.59 | +6,573,936.85 XRP (+2.879%) okx tracked wallet balance, 228,325,511.18 -> 234,899,448.03 XRP, 2026-11-03T00:00Z -> 2026-11-04T01:17Z | okx XRP wallet balance up 2.88% (rule: XRP balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| USDT | BULLISH | 0.55 | +793,306,626 USDT (+2.485%) binance-cex tracked wallet balance, 31,920,197,501.1 -> 32,713,504,127.27 USDT, 2026-11-03T00:00Z -> 2026-11-04T01:04Z | binance-cex USDT wallet balance up 2.49% (rule: stablecoin balance rising on exchanges = buying power arriving (BULLISH), falling = leaving (BEARISH)) | source → |
| KMNO | BEARISH | 0.3 | +39,197,417.9178 KMNO (+54.914%) bybit tracked wallet balance, 71379860.6548 -> 110577278.5725 KMNO, 2026-11-03T00:00Z -> 2026-11-04T02:00Z | bybit KMNO wallet balance up 54.914% (rule: KMNO balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)); |change| > 50% in one window is more likely a change in DefiLlama's tracked-wallet list than a flow | source → |
| BTC | BEARISH | 0.54 | +15,020.9402 BTC (+2.426%) binance-cex tracked wallet balance, 619050.5111 -> 634071.4513 BTC, 2026-11-03T00:00Z -> 2026-11-04T01:04Z | binance-cex BTC wallet balance up 2.426% (rule: BTC balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |
| BONK | BULLISH | 0.6 | -423,360,331,919.4741 BONK (-19.251%) bybit tracked wallet balance, 2199203165217.587 -> 1775842833298.1128 BONK, 2026-11-03T00:00Z -> 2026-11-04T02:00Z | bybit BONK wallet balance down 19.251% (rule: BONK balance falling on exchanges = coins withdrawn to custody (BULLISH), rising = coins deposited, sell-side supply (BEARISH)) | source → |