To The Moon

If you are into stablecoin, Bitcoin or crypto stocks, you might be interested to find out whether the relationship between stablecoin interest and the broader crypto market, including Bitcoin and crypto stocks, which is complex could benefit some crypto stocks and the crypto sector.

In this article I would be sharing on the outlook for July 2025 based on recent trends and analysis which seem to indicate that stablecoin momentum is shaping up to be a major catalyst for crypto markets this July, and the data backs it up.

Stablecoin's Influence and Outlook

Growing Significance: Stablecoins are increasingly becoming a crucial part of the financial landscape. Their market capitalization has surged, and they are now processing trillions in transactions, even surpassing traditional networks like Visa and Mastercard in volume in 2024. This growing adoption highlights their role as a backbone for both domestic and global money transfers, offering efficiency and lower fees.

Regulatory Clarity: Significant progress has been made in regulating stablecoins, particularly in the US. The "GENIUS Act," which passed the Senate in June 2025, aims to establish clear guidelines for payment stablecoins, requiring 1:1 backing with liquid assets like US dollars and short-term Treasuries. This regulatory clarity is viewed positively by market participants, as it legitimizes and could further expand the stablecoin sector. The bill even includes provisions for stablecoin issuers to pay interest, which was previously restricted.

Demand for Treasuries: The rapid growth of stablecoins is expected to dramatically increase demand for US Treasury bills, as these are often used as reserves. This could potentially pressure Treasury yields, reducing the government's borrowing costs.

Potential Impact on Interest Rates: While the direct impact on broader consumer loans might be minimal, the growing footprint of stablecoins in the Treasury market could influence short-term interest rates and potentially hinder the Federal Reserve's ability to move them.

Corporate Adoption: Beyond individual users, corporate adoption of stablecoins is also on the rise, with many public companies now exploring or implementing Bitcoin treasury strategies, often facilitated by stablecoin infrastructure.

Impact on Bitcoin and Crypto Stocks in July

Overall Bullish Sentiment: The broader crypto market is generally optimistic for July 2025. Bitcoin has already hit new all-time highs in the first half of 2025, with some analysts forecasting it could climb further, potentially reaching $120,000 by mid-year and even higher by year-end. This is partly fueled by continued demand from spot Bitcoin ETFs and increasing institutional adoption.

Stablecoin-Driven Liquidity and Confidence: As stablecoins gain regulatory clarity and wider adoption, they contribute to increased liquidity and confidence within the crypto ecosystem. This can indirectly benefit Bitcoin and other cryptocurrencies by making it easier for institutions and individuals to enter and exit positions, reducing friction in the market. The ability for stablecoin issuers to pay interest, if widely implemented, could also attract more capital into the stablecoin ecosystem, some of which might eventually flow into other crypto assets.

Ethereum and Altcoins: Ethereum, as a prominent hub for stablecoin operations, is also expected to benefit from growing stablecoin interest. New corporate integrations with Ethereum, specifically through stablecoins, could positively impact ETH and other platforms. Some altcoins are also showing bullish momentum, with various projects gaining traction and potential for new all-time highs in July.

Macro Factors: While stablecoin interest is a significant driver, macro environmental factors, including the Federal Reserve's monetary policy (potential rate cuts in 2025), continue to be major influences on crypto prices.

Potential for Volatility: While the outlook is generally positive, the crypto market remains volatile. Experts suggest the current bull market might be entering its "acceleration phase," which is historically characterized by increased volatility and a final price surge.

🚀 Why Stablecoins Are Fueling the Rally

Regulatory clarity is unlocking capital: The U.S. is advancing the GENIUS Act, which sets clear rules for stablecoin collateralization and AML compliance. This is boosting institutional confidence and could push Bitcoin toward the $150,000 mark during this cycle.

Wall Street is diving in: Major firms like Mastercard and Fiserv are integrating stablecoins into their payment networks. $Circle Internet Corp.(CRCL)$ , a key stablecoin issuer, has surged over 600% since its IPO, reflecting investor enthusiasm.

Massive transaction volumes: Ethereum alone processed $480 billion in stablecoin transfers in May, driven by automated DeFi bots. This liquidity is reinforcing Bitcoin’s role as a reserve asset in the crypto ecosystem.

Global adoption is accelerating: Companies like SpaceX and ScaleAI are using stablecoins for cross-border payments, signaling real-world utility beyond speculation.

📊 What This Means for July

Bitcoin and crypto stocks like Coinbase, MicroStrategy, and stablecoin infrastructure plays (e.g. Circle, if publicly traded) could benefit from this tailwind.

Thematic ETFs focused on blockchain infrastructure or digital payments might also see inflows as investors seek exposure to this trend.

Volatility remains, especially with macro factors like interest rate expectations and geopolitical shifts, but the structural demand for stablecoins is creating a more resilient floor for crypto valuations.

Top-Performing Crypto Stocks And ETFs

July’s shaping up to be a strong month for crypto-linked equities and ETFs, especially with stablecoin momentum and institutional flows heating up.

In this section, we will discuss a curated list of top-performing crypto stocks and ETFs to keep on our radar

📈 Top Crypto-Linked Stocks (July 2025)

🧠 Top Crypto ETFs to Watch

🧭 Strategy Tips for July

Momentum Play: COIN and Circle are riding institutional tailwinds and regulatory clarity.

Volatility Hedge: ETFs like $iShares Bitcoin Trust ETF(IBIT)$ and FBTC offer cleaner exposure with lower risk than altcoins.

Thematic Diversification: BLOK and BITS give you blockchain exposure beyond just Bitcoin.

We might want to look at how these top crypto-linked stocks have performed historically, I can tell you some of these numbers are jaw-dropping 📊

📈 Historical Performance Overview

🧠 Key Takeaways

Coinbase $Coinbase Global, Inc.(COIN)$ and MicroStrategy $Strategy(MSTR)$ have delivered multi-bagger returns over the past 3 years, especially during crypto bull cycles.

Circle’s IPO has been a standout — up nearly 5x in a year, driven by stablecoin dominance.

Robinhood has quietly become a crypto proxy, with over 800% gains in 3 years.

Miners like Riot and Marathon $MARA Holdings(MARA)$ are more volatile and sensitive to Bitcoin price swings and energy costs.

In the next section I will be sharing the breakdown of the technical analysis indicators for the top crypto-linked stocks and there’s a lot of momentum in play 📊

📌 Coinbase (COIN) — Strong Buy

• RSI (14): 79.4 → Overbought

• MACD (12,26): +16.95 → Bullish crossover

• 50/200-Day MA: 300.1 / 266.8 → Golden cross confirmed

• ADX (14): 52.3 → Strong trend strength

• Summary: All 12 moving averages and 8 technical indicators flash Buy

🪙 Circle (CRCL) — Mixed Signals

• RSI (14): 32.95 → Approaching oversold

• MACD (12,26): -9.96 → Bearish momentum

• 50/200-Day MA: 217.2 / 90.0 → Long-term trend intact, short-term weakness

• Summary: 8 out of 12 moving averages show Sell, all 8 technical indicators show Sell

📱 Robinhood (HOOD) — Strong Buy

• RSI (14): 66.4 → Bullish but not overbought

• MACD (12,26): +1.47 → Positive momentum

• 50/200-Day MA: 79.1 / 71.1 → Uptrend confirmed

• ADX (14): 54.5 → Very strong trend

• Summary: 12/12 moving averages and 10/11 technical indicators show Buy

🧠 MicroStrategy (MSTR) — Strong Buy

• RSI (14): 63.9 → Bullish

• MACD (12,26): +3.45 → Positive crossover

• 50/200-Day MA: 375.0 / 383.8 → Slightly above long-term support

• ADX (14): 27.4 → Moderate trend strength

• Summary: 12/12 moving averages and 9/9 indicators show Buy

⚡ Riot Platforms (RIOT) — Strong Buy

• RSI (14): 68.4 → Near overbought

• MACD (12,26): +0.17 → Bullish

• 50/200-Day MA: 9.76 / 9.35 → Uptrend intact

• ADX (14): 40.2 → Strong trend

• Summary: 12/12 moving averages and 9/9 indicators show Buy

🏗️ Marathon Digital (MARA) — Buy with Caution

• RSI (14): 57.7 → Neutral to bullish

• MACD (12,26): +0.04 → Weak bullish signal

• 50/200-Day MA: 14.7 / 15.4 → Below long-term average

• ADX (14): 32.1 → Moderate trend strength

• Summary: 8/12 moving averages show Buy, 7/8 indicators show Buy

In the next section, we would look at how these crypto stocks are stacking up in terms of the different technical indicators, but we need to remember that never use only one technical indicators to look at the trend or help us to look for opportunity.

📊 RSI (Relative Strength Index)

📈 MACD (Momentum & Crossovers)

📐 50/200-Day Moving Averages (Trend Strength)

📏 ADX (Trend Strength Indicator)

Potential Opportunity From MicroStrategy Using Different TA Combi

EMA (Exponential Moving Average) + RSI (Relative Strength Index)

We are getting a bullish signal from the RSI and using the RSI momentum, we are seeing that the bulls are in control and the positive momentum have been strong, and combined with EMA, we are seeing that MSTR is trading above the 50-day period, which could mean the bulls could continue to build the daily uptrend continuation.

EMA (Exponential Moving Average) + MACD (Momentum & Crossovers)

Now we have seen how EMA with RSI is giving us strong positive momentum, but is there any clear signal or confirmation of the uptrend, for this, I would use the MACD, which we are seeing potential crossover forming which currently MACD is showing bullish signal.

So this might be a good time to look at MSTR as it is below its previous high, and the bulls could attempt to hit the previous high or even attempt for a 400 level clearance.

Summary

The continued growth and increasing legitimization of stablecoins, coupled with the potential for stablecoin issuers to pay interest, are strong tailwinds for the broader crypto market.

This enhanced liquidity, confidence, and ease of access can contribute to further price appreciation for Bitcoin and crypto stocks in July 2025, alongside other factors like institutional adoption and potential shifts in macro-economic policy.

But I think we need to understand that, as with any nascent market, volatility remains a key characteristic. So it is important for us, as investors to continue to monitor the technical analysis and also understanding how the entire space is moving before we seize any opportunities.

Appreciate if you could share your thoughts in the comment section whether you think stablecoins could drive a July rally for crypto-linked stocks and ETFs.

@TigerStars @Daily_Discussion @Tiger_Earnings @TigerWire appreciate if you could feature this article so that fellow tiger would benefit from my investing and trading thoughts.

Disclaimer: The analysis and result presented does not recommend or suggest any investing in the said stock. This is purely for Analysis.