Bitcoin Seasonality, Capital Flows, and New Stablecoins | Roundup

This week, we discuss Bitcoin’s seasonal trends, venture capital flows in crypto and AI, Flying Tulip’s $200M seed round, Keel’s debut on Solana, Stripe’s Open Issuance, and Cloudflare’s NET dollar.

Thanks for tuning in!

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It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls.

Stop sleeping on your bags:

https://app.katana.network/?utm_source=BW-Pod  

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Crypto’s premiere institutional conference returns to London in October 2025. Use code BELL100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

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Timestamps:

(0:00) Introduction

(3:01) Bitcoin Seasonality

(10:13) Capital Flows in Crypto vs AI

(27:27) Katana Ad

(27:56) Flying Tulip's Seed Round

(36:50) Keel's Debut

(46:02) Katana Ad

(46:40) Stripe's Open Issuance

(54:01) Cloudflare Introduces NET Dollar

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.