Bitcoin Seasonality, Capital Flows, and New Stablecoins

Bitcoin Seasonality, Capital Flows, and New Stablecoins | Roundup – Bell Curve

Bullish:

$BTC - Bitcoin expected to reach $200-250k by end of year, supported by MicroStrategy's potential S&P inclusion and seasonal patterns
$SOL - Solana DeFi ecosystem strengthening with new leverage protocols addressing stablecoin allocation infrastructure gaps
$MSTR - MicroStrategy positioned for potential S&P 500 inclusion in December, creating structural inflow catalyst
$DEX - Decentralized exchanges identified as the most profitable DeFi vertical with highest margins and parabolic potential for token holders
$CRYPTOAI - AI driving the next internet epoch with crypto infrastructure positioned to benefit downstream from AI adoption
$SKY - Sky (formerly MakerDAO) undervalued at $2 billion market cap compared to similar DeFi protocols that could be worth $5-10 billion
$OPENAI - OpenAI on track for $15-20 billion annualized revenue by year-end, representing the first consumer hit in fifteen years
$NVDA - Nvidia stock continuing its pattern of doubling or tripling every two to three years with no signs of stopping

Bearish:

$USDC - Circle and other stablecoin issuers losing money on emerging chains, having to pay market makers for distribution with no profit centers