1/ $ATOM had a strong August.

Institutional interest from #VanEck and Interchain Security Announcements.⚛️

Here's the Alpha for September and beyond 👇
2/ Starting with what Cosmonauts have come to know as #Airdrop Season!

Starting with @quicksilverzone on Sept 5 with the $QCK token

An amazing thread by @Cryptopital breaks it down token by token
3/ With @CosmoverseHQ on September 26-28 what can we expect?

The $ATOM 2.0 presentation which will discuss a revamp to the tokenomics.

Shifting $ATOM focus to accruing value to Stakers and Validators.
4/ This brings us to 2 of the biggest value accruals for $ATOM

The launch of Consumer Chains which will generate revenue for Cosmos Hub delegators. Image
5/ Building on this is #Interchain Security set to launch January 2023.

Truly unlocking the scalability of IBC and generates revenue for $ATOM holders. Image
6/ We also have upcoming assets to be backed by $ATOM as collateral.

Creating further demand👇

- $USK by @TeamKujira
- $IST by @agoric
- $SILK by @Shade_Protocol

- $CMST by @Composite_Money
7/ I leave you with this.

Institutions have positioned themselves for the value generation $ATOM will be at the center of.

IBC will connect it all and $ATOM holders will be rewarded, it is inevitable.⚛️ Image
8/ I hope you've found this thread insightful.

Follow me @Flowslikeosmo for more.

Like/Retweet the first tweet below if you can:
If you enjoyed this thread and found it to be informative.

Give me a follow @Flowslikeosmo for Cosmos Analytics Content.

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More from @Flowslikeosmo

Sep 6
1/ Liquid Staking has burst into the Cosmos scene at a rapid pace!

With @stride_zone as the first Liquid Staking Solution to launch, many users have questions.

Here's a step by step guide on how to use @stride_zone , get that liquid $ATOM⚛️
2/ First let's begin by explaining what @stride_zone is and why it's needed.

Stride is the first Liquid Staking Solution. Allowing users access to yield from staking and Defi.

Unlocking Liquidity across IBC
3/ A quick overview of the Potential.

There's 204,015,632 $ATOM staked currently.

2.5B of assets waiting to be unlocked!
Read 12 tweets
Sep 6
1/ Every month millions of dollars flow through @osmosiszone

From users compounding their LP rewards to traders exchanging tokens, every transaction slowly increasing TVL.

But how does this impact the $OSMO token? This is a deep dive into how to price the $OSMO token 🧵
2/ First of all what is the $OSMO token? and what is it used for?

$OSMO is the currency for the @osmosiszone ecosystem and has 3 uses
1. Fees
2. Governance
3. Staking
3/ If you would like a deeper dive into the ecosystem, I suggest you read the guide I created below
Read 15 tweets
Sep 5
1/ Is profit taking a reason for concern?

Owning $ATOM , $EVMOS and $OSMO, means you had an amazing August

If a dip worries you, then this is for you 🧵
2/ A quick overview of performance for these Cosmos Ecosystem tokens.

$ATOM 18%
$EVMOS 43%
$OSMO 12%
3/ Recently I been covering the strong fundamentals surrounding $ATOM.

And price appreciation which has followed it.
Read 15 tweets
Sep 1
1/ Recent changes in @osmosiszone Liquidity have not gone unnoticed by me.🧪

Contrary to the trends we have been witnessing the last few months.

Here's where Osmosis Liquidity is going 👇
2/ Over the last few months @osmosiszone liquidity has largely centered around the growth of @axelarcore bridged assets

These tokens have quickly taken the Top 10 rank.

Just take a look at the growth (30D) in:

$WETH 20.27%
$WBTC 30.84%
$USDC 6.70%
$DAI 24.53% Image
3/ However these numbers only tell us a part of the story of how Liquidity is shifting in @osmosiszone

For us to truly understand the make up of TVL, we have to look outside the Top 10.

I broke down assets by token liquidity excluding the $OSMO token.
Read 8 tweets
Aug 31
$ATOM value accrual will reach a point of inflection, where supply will not be able to meet demand.

There is a reason why the bonded ratio continues to climb ⚛️

Here's how that will occur👇
$ATOM as collateral

1/ $USK by @TeamKujira holding ATOM as reserve for their overcollaterized stable coin.

2/ The launch of $IST by @agoric
Read 7 tweets
Aug 30
What's the investing thesis for the Cosmos Ecosystem?

Let's break down each chain's main thesis into 3 points
🧵👇
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
Read 20 tweets

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