👀 The Next Wave of Crypto Adoption Is Here

Aug 26, 2025

Hi Investor 👋

welcome to a ✅ free edition ✅ of Altcoin Investing Picks, the most actionable crypto newsletter.

I hope you enjoyed our last issue “Ethereum just hit all-time highs… quietly”

If you haven’t yet, subscribe to get access to these posts, and every post.

In today's newsletter:

Let’s dive in!

The Next Wave of Crypto Adoption Is Here

For years, crypto builders have been laying the infrastructure foundations—layer 1s, rollups, bridges, wallets, indexing, and tooling.

That phase was necessary. But it wasn’t exciting for the average user.

Now, the shift is happening: we’re entering the era of on-chain consumer applications.

Think: prediction markets, sports apps, on-chain games, social experiences.

These are products everyday users actually want to use—because they’re fun, useful, and tied to culture.

Infra bottlenecks are fading.
- Gas fees are cheap.
- UX is smoother thanks to smart wallets and embedded accounts.
- Blockspace is scalable enough for millions of txs/day.
Consumer primitives are maturing.
- Walletless onboarding (e.g., web2 sign-ins)
- Fiat on-ramps embedded in dApps
- Social sharing, leaderboards, notifications—basics that users expect
Use cases that resonate with culture are taking off.
- FootballDotFun is trending by tapping into football fan culture
- Prediction markets like Polymarket are growing as users bet on elections, sports, and real-world outcomes
- On-chain games like Parallel and Pirateland are slowly building loyal user bases

VanEck filed for a JitoSOL liquid-staked Solana ETF with the SEC on August 16, amid rising investor demand for staked crypto ETFs.
The SEC recently clarified that liquid-staking tokens are not securities, paving the way for their inclusion in ETFs.
The proposed ETF will track JitoSOL, a token representing staked Solana assets, marking the first spot Solana ETF backed 100% by a liquid-staking token

It now accounts for ~38% of Arbitrum's DeFi TVL. And if it was an US bank, it would be the 37th largest one.

If you want to level up your crypto journey, consider subscribing to the premium package.

Here are some of our latest popular premium posts:

Thanks for reading!

See you next time