🚨 Crypto Market Pulse: May 12, 2026 🚨 AI Forecast: BTC: Slightly Bullish 📈 | ETH: Neutral ➡️ The macro liquidity picture is flashing a powerful signal. Stablecoin supply has surged +12.6% over the past 30 days (z=2.34), marking the largest monthly inflow in recent history. 💰 This is a massive build-up of dry powder waiting to be deployed. Today's focus: Supply Structure. Who is locking coins vs. who is holding cash ready to move? Stablecoin supply (USDT/USDC) tracks the reserve cash inside crypto. Exchange balances track coins sitting on platforms, ready to sell. When stablecoins explode but exchange balances hold flat or drop, it signals rising demand that supply hasn't yet met. 📊 BTC: Stablecoin supply Δ30d: +12.6% (z=2.34, RAPID_INFLOW). A colossal wave of new buying power is entering crypto. Whales have distributed 78K BTC, but mid-tier investors have absorbed it all. Supply is tightening. The setup remains Slightly Bullish. 🐂 ETH: Same stablecoin surge, but Exchange Balance Δ7d: +3.6% (+539K ETH). Coins are moving TO exchanges, not away. This creates rising selling pressure. That divergence is why ETH holds Neutral while BTC stays Slightly Bullish. ⚖️ Full AI analysis in our report below 👇