The timeline maps out the classic psychological phases of a macro crypto cycle perfectly, but since we are sitting right here in late May, a few massive structural shifts, liquidity traps, and asset-specific catalysts are playing out that completely change the second half of the year.
If you are looking at the chart setup right now, here is exactly what is missing from the script, especially given your focus on $LAB, $BSB, and $RIVER:
1. The May "New Fed Chair" Reality Check
You hit the macro narrative on the head with May, but the real-time effect isn't just about a name change at the Fed—it’s the sudden rotation of capital. Funds are aggressively fleeing overvalued AI and tech stocks due to tightening macro liquidity and rotating directly into DeFi and Liquidity Infrastructure Protocols.
This macro rotation is precisely why $BSB (Block Street) just went on a tear, surging over 150% from $0.46 to an all-time high near $1.20 following their tokenomics release.
However, don't get caught chasing the top here. Look for pullbacks to confirm support around the $0.48–$0.50 zone before the next leg up.
2. June/July: The Hidden Liquidity Traps (Token Unlocks)
Your script says "Altcoin season" and "Memecoins EXPLODE." While retail will definitely chase the hype, the smart money is tracking the supply overhangs that could cap these rallies:
$LAB: It showed massive explosive power earlier this month, spiking 364% to over $3.00 on the back of its AI trading terminal mobile app launch, before pulling back hard due to insider profit-taking. The absolute key factor missing from your June/July roadmap is LAB's massive vesting schedule. Over 79% of the supply (282M locked + 508M TBD) is waiting to enter the market. If the mobile app's daily active user metrics don't back up the valuation, early VC unlocks will treat June/July retail as exit liquidity.