Bell Curve Bitcoin Seasonality, Capital Flows, and New Stablecoins | Roundup
26 snips
Oct 3, 2025 Dive into the intriguing world of Bitcoin as the hosts explore its seasonal trends and the potential for a strong Q4. They also compare venture capital flows in crypto versus AI, highlighting where the money is pouring in. The discussion takes a turn to Flying Tulip's innovative $200M seed structure and its capital mechanics. Plus, insights into Keel's debut on Solana and Stripe's new tools for bespoke stablecoins. Finally, they analyze Cloudflare's NET Dollar and its implications for internet payments.
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AI Growth Is Bullish For Crypto
- OpenAI's revenue growth is powering the AI boom and has downstream bullish effects for crypto.
- Vance argues crypto will finance and coordinate AI's next epoch, living downstream of AI growth.
Improve Market Efficiency Before Valuing Tokens
- Recognize many on‑chain assets lack the market‑efficiency plumbing of public equities, limiting robust valuation frameworks.
- Build or adopt tradability, disclosures, and flow mechanisms before expecting stable valuations.
Andre Cronje’s YFI Origin Story
- Andre Cronje pioneered fair‑launch on‑chain products like YFI and weathered SEC scrutiny.
- Hosts welcome his return to building, highlighting his DeFi OG status and prior experimentation.