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Cosmos Traction Soars
We continue to observe increased traction and user interaction on Cosmos as more...Cosmos has been the talk of the town lately with the impending EVMOS launch this month also driving attention...EVMOS (previously Ethermint) will allow EVM-compatible applications to integrate into the Cosmos ecosystem...
Report
4 Min
Layer 1 / L1
Jan 2022
The Cosmos Vision
How should blockchains scale?...(For more on Cosmos, you can read our previous report on it here.)...The Cosmos Hub: Security as a Service
“ATOM” doesn’t accrue value....Juno
Juno is kind of the antithesis to Cosmos Hub minimalism....The Future of Cosmos
Cosmos is entering its third phase thanks to new primitives like Interchain Security...
Report
23 Min
Layer 1 / L1
Jul 2022
Well, to put it simply, Cosmos is built differently....of Cosmos....Cosmos Value Accrual
Since its launch, Cosmos has only generated ~$215k in total fee revenue and currently...Gravity Bridge – This is a Cosmos <> Ethereum bridge that will run on The Cosmos Hub and may debut...
Report
14 Min
Layer 1 / L1
Sep 2021
This is where Skip comes in, providing the infrastructure for Cosmos appchains to capture their MEV....Community Determination of Allowable In-Protocol MEV: Cosmos communities DO NOT like front-running or...Breaking Down MEV in Cosmos
An ecosystem of diverse appchains has unique considerations.
Report
22 Min
MEV
Apr 2023
Every prominent ecosystem has at least one DEX, and the current leader for Cosmos’ is the app-chain Osmosis...In this post, we evaluate the past performance of Osmosis and what makes it a flagship chain within Cosmos...Cosmos Thesis Coming To Fruition
One factor behind Osmo’s price performance is the success of Cosmos,...
Report
10 Min
AMM
Mar 2022
Syndicate launches on Polygon.
5 Votes to Follow
Cosmos has decided to bring liquid staking and defi...to the Cosmos Hub with Interchain Security....At a high level, this should help facilitate consumer chains to launch on Cosmos as they can offload...bootstrapping security to the Cosmos Hub validator set.
Report
7 Min
DAO
Jul 2022
As an IBC-enabled Cosmos chain, there’s async composability for everything else....A standard Cosmos chain has ~6 second block times which makes order books suboptimal....Cosmos chains using ABCI have sequential order procession....Vortex: Vortex is the merger of a Cosmos and Terra-based project, Retrograde.
Report
15 Min
Orderbook
Sep 2022
Let’s talk about two we currently have our eyes on – Cosmos and Binance Smart Chain....We’ve been closely watching the Cosmos ecosystem ever since our THORChain report from December 2019....If you’re interested in learning more about what makes Cosmos unique, I recommend reading though this...BTC & ETH) into the Cosmos ecosystem.
Report
5 Min
Layer 1 / L1
Feb 2021
Cosmos is currently voting on incentives for its Game of Chains testnet....The proposal asks that Cosmos release 20K ATOM as an incentive for participating in the testnet....The testnet will be open to the public, and Cosmos expects it to begin in November 2022.
Report
7 Min
DAO
Oct 2022
Inflation Expectations with Kevin Kelly
8:55 – Mirror & Terra Analysis with Medio Demarco
13:30 – Cosmos...Our Head of Research Medio Demarco walks through his recent research on Mirror, Terra, Cosmos IBC and...Our second Delphi Digital’s Febuary analyst call features a discussion on BTC, Terra, Cosmos, NXM, NFTs...
Report
1 Min
Layer 1 / L1
Feb 2021
The Cosmos community was galvanized....Cosmos Asteroids have a similar effect....With them, anyone can permanently write data to Cosmos Hub (and potentially other Cosmos SDK blockchains...Cosmos Fungible Tokens (CFT-20): A way of deploying, minting and transferring fungible tokens on Cosmos...
Report
12 Min
Other
Jan 2024
This is where Skip comes in, providing the infrastructure for Cosmos appchains to capture their MEV.
Alpha Insight
1 Min
MEV
Apr 2023
...on ETH fees and potential implications of ETH’s deflationary economics
Updates and developments on Cosmos...
Alpha Insight
1 Min
Macro & Markets
Feb 2023
Cosmos has USDC....Noble started minting USDC today and so the Cosmos eco no longer needs to rely on bridged USDC from Ethereum...In addition to USDC, the Cosmos Hub LSM (liquid staking module) is also going live tomorrow, allowing...product today, allowing MM (Ethereum) users to manage wallets on non-EVM chains including the likes of Cosmos...
Alpha Insight
1 Min
Cash-Backed (Custodian) Stablecoins
Sep 2023
A big part of Cosmos is the lore....The Cosmos stack is Tendermint core, Cosmos SDK, IBC. Why is IBC an independent piece?...The Cosmos community and the Cosmos devs have been talking about it since 2015-2016 as there’s going...So Cosmos has a modality of it....He is a foremost contributor to Cosmos, having helped launch their first testnet.
Media
Layer 1 / L1
Aug 2022
Cosmos Hub releases its v12 upgrade: https://github.com/cosmos/gaia/releases/tag/v12.0.0-rc0 This is...
Alpha Insight
1 Min
Liquid Staking
Aug 2023
The proposal for Interchain Security went live on the Cosmos Hub today.
Alpha Insight
1 Min
Layer 1 / L1
Feb 2023
Because Stride really opened up DeFi in Cosmos, we’ve talked about this before how all these Cosmos chains...If you look in Cosmos, you go on Twitter....There’s not a lot of Cosmos....Everything in Cosmos is different....There’s more of these yield activities on Cosmos....Join us as we uncover the next wave of developments on the Cosmos frontier.
Media
37 Min
Cross-Chain
May 2023
It’s how the Cosmos ecosystem works....So you’ll actually see that Cosmos hub is still number two....Now I see Cosmos obviously on the right hand side. Cosmos is number two for IBC activity....But it’s a Cosmos app chain....So the ATOM is locked on the Cosmos hub.
Media
38 Min
Cross-Chain
Mar 2023
As @SmokeyTheBera put it: “Betting on these dudes to facilitate the appchain future that Cosmos fumbled...Thread on Cosmos, what it got right and wrong, and how Initia fixes this
https://x.com/initiaFDN/status.../1838929323954200974
Cosmos had the right core idea: sovereignty and customisability matter.
Alpha Insight
6 Min
Layer 1 / L1
Sep 2024
















