Bitcoin or Circle? Stablecoin summer is here. Here’s what it means for altcoins and why Bitcoin Pepe is the best crypto to buy now.
Who wins in the BTC vs Circle race? Bitcoin is entering a supply crunch. Circle has become the face of “Stablecoin Summer.” But there is one trade hiding in plain sight that could become a kingmaker play in the second half of 2025. Circle stock has been up only since its IPO and surged 33% after the Senate passed the Genius Act – a landmark bill offering regulatory clarity for stablecoins and stablecoin issuers.
Coinbase similarly soared alongside it, as traders realized that half of Circle’s revenue goes directly to Coinbase through USDC operations. Michael Saylor’s Strategy continues to buy Bitcoin relentlessly, and this is the new regime: institutional demand and supply scarcity. But as BTC climbs and Circle soars, the question becomes, where’s the asymmetric play? The answer could be Bitcoin Pepe.
- The GENIUS Act, headed for presidential approval, gives institutional investors the green light to invest in crypto and is driving new liquidity into crypto markets across the board.
- Circle’s IPO success shows that stablecoin providers are emerging as the new fintech giants. But its valuation is already rich, pricing in years of USDC growth. Bitcoin, on the other hand, is preparing for a supply shock, and that’s where reflexivity presents itself.
- Both BTC and Circle benefit from institutional flows; therefore, the real alpha lies in positioning for second-order trades. Bitcoin Pepe sits at the coming intersection of speculative retail mania and institutional liquidity, and with a CEX listing announcement coming on June 30th, markets are paying attention.
Stablecoin Summer is real—but already crowded
Circle’s rise from niche issuer to TradFi darling has stunned the world. Listed on the NYSE just weeks ago, CRCL has surged from its $31 IPO price to well over $200 in its first month. The bulk of revenue comes from interest payments on USDC reserves, meaning Circle thrives in a high-rate, high-adoption environment.
With the GENIUS Act making its way to President Trump’s desk, the United States is poised to become the global capital of regulated stablecoins. Interestingly, Coinbase, Circle’s co-founder and revenue partner, benefits at every layer – from issuance to custody to retail volume.
But here’s the catch: it’s already priced in. Stablecoin providers are trading like high-growth tech stocks. And Circle’s current price gives it a massively inflated P/E ratio, implying a multi-year and secular surge in USDC dominance. Not to mention, most insiders’ shares have not yet vested. Circle has been a success story, but its current valuation is incredibly rich from every metric.
Meanwhile, Bitcoin is preparing to do what it always does: surprise to the upside. And in Bitcoin’s wake, several well-positioned altcoins are primed to rip.
Bitcoin Pepe: Where BTC meets retail trading
While Bitcoin and Circle headline the news, Bitcoin Pepe is quietly setting the stage for Bitcoin’s next chapter. BPEP is a Trojan horse for Bitcoin-native DeFi. Bitcoin Pepe is building a trading layer on top of Bitcoin and is the world’s first meme-centric Bitcoin ICO. It brings the speed and usability that retail users love to crypto’s most capitalized chain. This is ‘Solana on Bitcoin,’ and the PEP-20 token standard is about to unleash permissionless asset issuance on Bitcoin for the first time. Why does this matter? Bitcoin’s $2 trillion in idle capital has never had a retail-native, meme-enabled, DEX-friendly ecosystem. Solana exploded because it combined UX with high speed and low cost. Now, Bitcoin Pepe is importing that playbook to Bitcoin.
The protocol has already rolled out its first ecosystem tools: a BTC native bridge, a block explorer, and upcoming integrations with meme-focused launchpads.
Bitcoin Pepe’s market timing is impeccable. It is set to launch as Bitcoin dominance rises due to ETF flows, meme coins regain center stage, and infrastructure attention shifts from Ethereum to Bitcoin L2s. It already has a confirmed listing on BitMart, and speculation is rife that it will announce a tier 1 listing on June 30th.
The current price of $0.0437 screams undervalued, and the staggering $15.6m raised in its presale shows real momentum. This project is gearing up to launch a meme layer that benefits from the hardest money in crypto, and in a cycle defined by Bitcoin, the most obvious trade is the project that bridges BTC’s capital reserves with speculation. BPEP is that bridge, and investors can visit the official website to learn more.
Bitcoin vs Circle: Which will wear the crown?
Circle has been all gas, no brakes since its launch. And investors are rushing into CRCL as a pure play on stablecoin expansion. Every dollar that flows into USDC earns Circle interest. The higher the rate, the better the margin. But with Circle’s stock up several multiples in weeks, most of the easy upside is already gone. Whereas Bitcoin is entering a phase of enforced scarcity. Over 93% of BTC has already been mined, not to speak of all the lost BTC. And now ETF flows and corporate treasury purchases are eating the available supply. MicroStrategy alone controls over 592,000 BTC—nearly 3% of all that will ever exist.
The end result will be institutional buyers fighting over a shrinking supply pool, and that means only one thing for price.
Why BPEP is the best crypto to buy amid a BTC supply crunch
Soon, investors will start moving along the risk curve, and Bitcoin Pepe presents the perfect convergence point. BTC price action, growing meme virality, heightened infrastructure growth valuations, and pre-listing reflexivity all provide powerful tailwinds.
Every cycle has a breakout asset that perfectly straddles macro alignment and meme energy. In 2021, it was Dogecoin. In 2023, it was PEPE. In 2025, it might be BPEP.
This is a sponsored article. Opinions expressed are solely those of the sponsor and readers should conduct their own due diligence before taking any action based on information presented in this article.
