Since the beginning of this series, we have tried to separate two things that are often mixed together: the state of Cosmos as a technology and the state of the Cosmos Hub as an economic product built around ATOM. The hacks did not demonstrate a widespread failure of...
Blockchain
Crypto Race 2026: Altcoins Wake Up, but the Gap Remains Significant
After several rather gloomy weeks, the August 10 checkpoint finally brings some movement back into the Crypto Race 2026. Bitcoin continues to climb, but this time it is no longer the main beneficiary of the week. Several altcoins posted significantly stronger...
Is the Hub Dead? Institutions Are Looking at Cosmos — But What Does ATOM Gain From It? — Part 5
Over the past few months, one word has appeared increasingly often in communications around Cosmos: institutions. Banks, multinational companies, governments, tokenized assets, digital bank deposits and interbank payments… After spending years searching for its place...
Crypto Race 2026: Bitcoin Holds Firm as Altcoins Lose Ground Again
The August 1, 2026 checkpoint confirms a trend that has become increasingly familiar throughout this Crypto Race: Bitcoin does not need to rise to regain ground against many altcoins. BTC declined by 1.9% this week. That is hardly an outstanding performance, but it...
Is the Hub Dead? ATOM May Not Have Too Much Inflation, but Too Little Utility — Part 4
After the security issues, abandoned projects, and chains that gradually distanced themselves from the Cosmos Hub, one question remains difficult to avoid: what is ATOM still really for? The token continues to secure the network, allows holders to participate in...
Crypto Race 2026 — Bitcoin Reaches the Podium in Both Rankings
July 25, 2026 Checkpoint This is the final checkpoint published according to our usual Monday schedule before a few days of vacation. The Crypto Race will naturally continue throughout August, but the next updates will not necessarily be published every Monday. The...
Is the Hub Dead? Projects Are Leaving Cosmos — But Were They Really Using the Hub? Part 3
The announcements are becoming difficult to ignore. Noble replaced its Cosmos SDK blockchain with an EVM Layer 1. Sei progressively removed CosmWasm, native Cosmos transactions and IBC to become EVM-only. Elys shut down its appchain before rebuilding its product on...
Crypto Race 2026 — In the Bear Market, Staking Is Starting to Make a Difference
July 18, 2026 Checkpoint The Crypto Race 2026 is still moving through a difficult phase. With the exception of Akash, every asset in Category 1 is now showing a negative return since the race began on January 3. In Category 2, only Gnosis remains ahead of Bitcoin. The...
Is the Hub Dead? Cosmos Hacks — Part 2
In the first part of our summer dossier, we laid out one essential distinction: Cosmos Hub, ATOM, IBC, Cosmos SDK and Cosmos appchains are not the same thing. This is not a purist detail. It is the difference between proper analysis and a market shortcut. In the post...








