Feels like Cosmos is at a point for the OG leaders to fade away and a new generation of leaders to take over.
Looking across the founders of Celestia, dYdX, Kujira, Noble, Skip, Stride, etc, I am extremely optimistic.
A quick win for Keplr wallet is the chain search feature.
Currently the list is a mess. I do not even know how the list is sorted by default. Why Secret Network is No. 3 and Mars is No. 5?
Kujira is such a rebel in the ecosystem.
It permissionlessly created the coveted "channel-0" IBC connection on Mars ahead of the team. Now it is already bootstrapping orderbook liquidity with MARS buy orders.
I see many $ATOM maxis coping hard today about Neutron's success while only seeing a small share of value accruing to ATOM.
Little do they know that they could've captured 100% of the value if we had CosmWasm on the Hub.
Learning curriculum to understand the Cosmos ecosystem:
1. Tendermint consensus
2. Cosmos SDK
3. CosmWasm
4. Difference between Cosmos the chain, the ecosystem and the SDK
5. Difference between Ignite, Tendermint, New Tendermint, Tendermint the protocol and Tendermint the candy
Kujira has decided to do everything in-house: DEX, money market, liquidation engine, stable coin, mobile wallet, etc.
Such integrated approach wins at the beginning of a new market, because it produces a superior customer experience.
If Cosmos people had business acumen, we would’ve created a Pyth chain before Pyth.
Instead, we just get a bunch of DAO politicians LARPing governance.
I have to admit that, in the Cosmos ecosystem, the Stride team has the clearest vision, makes cleanest product execution while making the least noise. 🫡
We are going to push back station launch 2 days.
New date: January 12, 2023
We made a breakthrough in chain integrations, and will have a stronger launch. Team is working feverishly.
It is almost certain that Kujira's TVL will surpass Osmosis' TVL, just because Kujira has a diverse set of products (stable, lending/borrowing, etc).
Osmosis decided to not pursue those. Instead, it partnered with Mars for lending/borrowing, with Membrane for stablecoin, etc. I…
Just watched Nomic talk from Cosmoverse. Matt Bell casually mentioned that the product of bitcoin timestamping that Babylon chain is building will just be a feature on Nomic.
The Nomic scammers surely planned it very well:
1. They bought many domains such as nomic dot cash, nomic dot finance and nomic dot claim
2. They followed the news and understood Nomic had an upcoming airdrop
3. They took over the accounts of both the founder and the project
Hear me out:
We do not need 150 validators on Juno. Maybe we need 50 at this point. The Nakamoto Coefficient will barely change if we do so.
We should consider reduce the validator set size on other chains too.
I have found those sponsored tweets from bankless about the Cosmos ecosystem a bit cringy.
The tweeted information is fine, but just the thought that they're paid while I am here writing elite-level tweets for free.
I think Nomic and Babylon should just join force into one chain and then offer several products related to Bitcoin. No need to fragment the connection with Bitcoin.
My explanation of this bull run:
Asian people wake up: wow price is up Americans must know something let’s bid
Westerners wake up: wow Asia is bidding they must know something let’s buy
3 reasons why Terra/UST hindered the Cosmos Ecosystem:
1. It sucked away Tendermint/SDK dev talents
2. The UST's popularity prevented it from a viable alternative
3. Anchor's 20% yield makes it hard to compete for liquidity
After the Terra collapse, Cosmos gets a new life.
There is an opportunity for a YouTube media brand in the Cosmos ecosystem that is educational, entertaining, and positive. All existing brands lack at least one dimension.
Cryptocito: Lacks education
The Interop: Lacks entertainment
Don Cryptomiun: Lacks positivity
It is time…