According to Woofun AI, the US first became a net Bitcoin inflow country in 2026. This structural reversal was confirmed by Chainalysis's latest report, marking the first fundamental change in the direction of capital flows in the country since 2022.
“North America: An Inside Look at the Growth of Agency-Based Commerce” released on Wednesday, October 16 revealed that market behavior showed significant differentiation: institutions continued to buy, while retail investors as a whole were in a state of selling. According to data compiled by Woofun AI, US dollar stablecoins provide a way for people without a US bank account to hold dollars. Since Americans already have dollar accounts, the rest of the world is turning to digital dollars, while Americans rely more on Bitcoin as a scarce means of storing value.
Since the launch of the 2024 Spot Bitcoin ETF, America's share of global Bitcoin activity has risen in every reporting period. Even though the size of the US crypto economy ($2.78 trillion) contracted by 2.2% in a bear market, it retained most of the gains that nearly doubled in 2025. The US Securities and Exchange Commission approved a Bitcoin ETF in January 2024. Previously, it had rejected such products for ten years; funds managed by Wall Street institutions such as BlackRock (BLK.US), Fidelity, and recently Morgan Stanley (MS.US) set the record for the most successful issuance in ETF history.
Stablecoins have turned US debt into the currency of choice for peer-to-peer economies and cross-border enterprises. In 2026, stablecoins will continue to enter new application scenarios, mainly overseas, bringing billions of dollars of economic activity to US companies and the government. Since Trump became president, he has signed a number of laws and executive orders supporting the crypto industry. Among them, the GENIUS Act, signed in 2025, allows banks and other entities to issue stablecoins, provided that they are supported by assets such as US Treasury bonds, and that reserves are disclosed every month.