Thread by @Flowslikeosmo

What's the investing thesis for the Cosmos Ecosystem?

Let's break down each chain's main thesis into 3 points
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1/ @Cosmos

-Interchain security generating revenue for stakers
-Interchain Accounts
-Untapped value accrual of the $ATOM token

2/@osmosiszone

-Deepest Liquidity in the Cosmos

-Added features such as lending, borrowing, orderbooks, perpetuals should bode well for $OSMO with the bulk of volume it enjoys

-Interfluid Staking allowing it to act as a incentivized security hub

3/ @JunoNetwork

-Secure, scalable, permission-less smart contracts
-A growing ecosystem of over 50 Dapps build on $JUNO
-Eth 2.0

4/ @TeamKujira

-Defi focused on real yield

- $KUJI stakers directly benefit from the volume of the ecosystem.

-As an L1, Dapps can be build on it to, increasing $KUJI use and the value of the network
Ex: @TeamLocalMoney @BlackWhaleDeFi

5/ @EvmosOrg

-Bridging Ethereum to the Cosmos

-Combines the liquidity of Ethereum and the scalability of the Cosmos SDK

-A growing ecosystem of 64 Different tools, applications, and Defi projects bringing value to the $EVMOS token

6/ @StargazeZone

-First L1 NFT marketplace

-Tokenomics benefit around creators and stakers

-Increased sales and project launches directly benefit $STARS holders

7/ @akashnet_

-Created a decentralized marketplace for cloud infrastructure

-Enabling Web3 scaling by incentivizing decentralization

-Fees are paid in $AKT token

8/ @THORChain

-Cross chain liquidity

-Bridging Bitcoin, Ethereum, Binance Chain, Dogecoin, Litecoin, and Bitcoin Cash liquidity natively

-Strong value accrual mechanism for $RUNE through fees, security, incentives and liquidity of Thorchain.

9/ @kava_platform

-Highest TVL in the Cosmos (currently)

-Provides users the ability to Mint, Lend, Swap and provide liquidity (High use of $KAVA Token)

-Bringing Ethereum Dapps into the Cosmos

10/ @SecretNetwork

-Strong and vibrant community

-Privacy through Smart contracts

-Unlocking the posibilities for not only Defi but Gaming and NFTs not possible in other Cosmos Chains

$SCRT

11/ @Injective_ Protocol

-Ethereum Compatible derivatives combining interoperability of the Cosmos with the familiarity of Ethereum.

- $INJ Fees in the platform are centered around development

-Front Running Resistant

12/ @BitSongOfficial

-Shifting the music industry model and focusing on creating value for the artist and fans

- #FanToken thesis connecting artists with fans

-Launching @sinfonia generating value for stakeholders of the $BTSG token

13/ @ChihuahuaChain

-The first interoperable meme coin with a strong community backing

-Various Applications related to the $HUAHUA chain can be launch

- Active Governance enabling the burn 🔥

14/ @odinprotocol

-Building an decentralized data oracle network

-Data marketplace will create a decentralized data economy benefiting all participants

-Launch of the Data Dex will generate value for the $ODIN token

15/ @sifchain

-Decentralized Dex bridging Cosmos with Ethereum through their "Peggy Bridge"

-Over 40 Different Assets

- $ROWAN tokenomics influenced by Protocol Monetary Trade Policy (PMTP)

16/ @Umee_CrossChain

-Providing the Cosmos with Cross chain lending opportunities

-Leveraging the Cosmos SDK to accommodate the volume of the global debt markets

- $UMEE Token value is directly impacted by adoption (volume)

17/ @axelarcore

-Providing the largest volume of bridged liquidity for the Cosmos

-The canonical bridge for @osmosiszone

- $AXL token valued at 1B (not yet public)

18/ @emoney_com

-A fully colaterized stable coin, mitigate the risk associated with algorithmic stables

-Interest bearing through transaction fees and staking rewards

-Its focus on compliance gives it an edge on adoption

This was my Comos Portfolio and the investing thesis behind each of the assets.

I believe it's crucial to be able to explain your reasoning for why capital was deployed in an asset in a paragraph.

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