Inner Chain: Issue 22

🚀 Editor's Note

Welcome to the 22nd edition of Inner Chain Crypto your weekly no-hype, straight-talking guide to what’s really happening in Crypto and Web 3, from a passionate squad of crypto enthusiasts from Brooklyn to Accra.

Uptober is here. Did you buy the dips? History tells us the 4th quarter is seasonally the strongest time for crypto. Ethereum balances on exchanges hit a 9-year low, is a supply shock on the horizon, and the US brace for a possible Government shutdown

The big question: Can Bitcoin surpass Gold? Seven countries have now established national Bitcoin reserves, and Fidelity is projecting a staggering $1 million per coin by 2038. Meanwhile, adoption is quietly embedding into everyday life - Ohio now accepts Bitcoin for tax payments, and Ralph Lauren is taking Ethereum for fashion purchases.

Regulation is catching up too. The SEC just approved the first ever Crypto Index Fund, bundling together BTC, ETH, SOL, XRP, LINK, and ADA, a watershed moment for mainstream access. We will discuss stablecoins, the quiet force turning into crypto’s cash and the foundation of everything to come.

US government shutdown and market uncertainty could add bearish pressure in the short term, especially with risk-off sentiment boosting gold. The news is mixed for crypto. However, Bitcoin's surge past $116K on institutional buying points to bullish momentum, potentially overriding negatives if "Uptober" trends continue. Monitor jobs data for clarity.

The setup for Q4 is clear: low supply, rising adoption, bold predictions, and new narratives. Buckle up.

Don’t get sidelined. Lock In 🔒️ 

🚀 Market Watch - Trending Coins

💡 SPOTLIGHT

🏦 Why Stablecoins?

1. The Glue Between TradFi and DeFi

Stablecoins have become the hottest narrative in crypto. No longer just a tool for traders. Stablecoins are on-chain representation of real-world money and a bridge between TradFi and DeFi. Stablecoins like USDT move more daily value than Visa and Mastercard combined!! In emerging markets from Argentina to Nigeria, USDT is used as a lifeline against inflation, while institutions like JPMorgan, PayPal, and Visa are building stablecoin rails into settlement systems. Regulation is shifting from “if” to “how,” with the UK approving tokenized deposits.

Stablecoins are emerging as the base liquidity layer for tokenized assets, from bonds and real estate to equities. They’re also central to DeFi lending markets, where predictable value makes them the preferred collateral and borrowing currency. Investors can lend USDC or USDT across protocols like Aave, Compound, and Morpho to earn yield, while borrowers tap into stablecoin liquidity for leverage, arbitrage, or real-world financing. By enabling these applications, stablecoins unlock the ability to tokenize everything, positioning them as both the fuel and foundation for the next phase of crypto adoption.

💡 ALPHA
 
🔥 0G Labs - Solana for AI

0G Foundation is building a modular Layer 1 blockchain specifically designed for AI applications. It separates different functions like smart contract execution, storage, data availability, and AI compute to handle the demands of AI workloads more efficiently than traditional blockchains.

The network uses Proof-of-Stake for security and aims to provide low-cost, scalable, and transparent infrastructure for decentralized AI. Although it has strong technical foundations and partnerships, the platform still faces challenges with real-world adoption, technical complexity, and regulatory uncertainty. How well it performs and grows will depend on solving these challenges while maintaining performance and ease of use for developers.

🔥 Inner Watchlist

• $XPL

• $STBL

• $AAVE

• $LINEA

• $GRASS

• $0G

• $USDUC (meme)

• $BITCOIN (meme)

• $RFC (meme)

🗞️ News

• UK banks tokenized deposits powered by $QNT

• Chainlink and Swift expand their collaboration

• Solana onboards 2.9m users in Bolivia paying $0.0000025 in remittance fees

• $200M seed round in DeFi protocol Flying Tulip by Andre Cronje

• Binance launched a “crypto-as-a-service” solution for banks, brokerages, and exchanges

🧑‍💻 Who We Are

We’re a small squad of crypto natives - traders, builders, and research freaks who are deep in the trenches with a wealth of knowledge of the crypto market. We use AI tools, real-time data and community intel to stay ahead.

_Disclaimer

^{_{The information provided in this newsletter is for informational and educational purposes only and should not be construed as financial advice. The content, including any trading ideas, charts, or strategies, is not intended to be, and should not be interpreted as, an offer to buy, sell, or hold any financial product. The information shared does not account for the investment objectives, financial situation, or needs of any individual recipient.}}

Till next time,

INNER CHAIN

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