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...
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...
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...
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...
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...
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...
There are moments in the life of an ecosystem when events seem to multiply without any obvious connection between them. Announcements follow one another, debates come and go, projects continue building in their respective corners, yet the overall picture feels more...
A few days ago, Snow-Fall left the Osmosis active set following the governance vote that reduced the number of active validators from 100 to 70. To be honest, however, this is not really a story about Snow-Fall. Our departure is merely one consequence of a broader...
Probably somewhere in between. Cosmos May Finally Be Rebuilding a Coherent Economic Direction For several years, Cosmos has occupied a rather unique position within the crypto industry. The ecosystem was rarely viewed as technologically outdated. On the contrary, many...