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...
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...
