Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Emperor Osmo 🐂 🎯 Profile picture
@Flowslikeosmo
Mar 31, 2023 • 15 tweets • 11 min read • Read on X
Scrolly
1/ The Cosmos DeFi landscape could be on the brink of a paradigm shift.

With the launch of native $USDC, the potential for a tidal wave of liquidity is undeniable.

What does this mean for #Cosmos? Let's dive in. 🧵👇
2/ Since the successful launch of IBC in April 2021, we've seen an explosion of growth within the ecosystem.

- IBC now enables connectivity with over 50 different blockchains.

Each sovereign, but not without its own set of problems compared to their monolithic counterparts.
3/ The growth in Cosmos has not come without own set of growing pains, such as:

- Complex UX
- Liquidity Fragmentation
- Bridge Risks
- Multiple Algorithmic Stablecoins

Each of these, symptomatic of a lack of native liquidity.
4/ As such, Cosmos has often seen deep liquidity fragmentation.

- With the launch of various DEX's ( @CrescentHub and @osmosiszone) competing for a piece of the liquidity pie.

This has introduced increased complexity for users as liquidity has been increasingly bridged.
5/ The rise and collapse of @terra_money $UST gave Cosmos a glimpse of how native liquidity could impact the growth of an ecosystem.

During its peak, reaching close to $19B, this is 90% larger than all of Cosmos today!
6/ The launch of @axelarcore provided the Cosmos with a much-needed injection of liquidity.

- Enabling almost $1.9 billion in cumulative volume into and out of the Cosmos ecosystem.

Most of which has come in the form of bridged $USDC and $DAI.
7/ However, this has not come without it's own set of risks and UX issues.

- As such, we now have $USDC in Cosmos coming from a variety of chains such as @avalancheavax and @0xPolygon

Most of which has been enabled by Axelar.
8/ A common factor among the largest ecosystems is that they have both bridging solutions and native stablecoin liquidity.

- With USDC and Tether reigning as champions, enabling the free flow of DeFi activity.

Cosmos needs native stablecoin liquidity to fully flourish.
9/ And so the journey into Cosmos DeFi is kicking into overdrive with the launch of @noble_xyz

The launch of native $USDC will combine the power of one of the strongest stablecoin with the scalability already offered by IBC.
10/ @noble_xyz Native $USDC is a massive win for Cosmos DeFi as it solves:

❌ Complicated UX (One Canonical Denomination)
❌ Liquidity Concentration
❌ Fungibility of tokens

It also unlocks the fungibility of a $32.9 billion asset.
11/ To make this transition go smoothly, @osmosiszone has been building a stablecoin transmuter!

- This module will allow a 1 for 1 swap and conversion of assets, without facing slippage.

Users will be able to seamlessly swap from axlUSDC to noble's $USDC 🔥
12/ Cosmos has never stopped building, and @noble_xyz launch is a testament to this.

The introduction of native $USDC issuance compounds on the Cosmos thesis with the flurry of projects launching on Cosmos, surely in need of deep liquidity.

- @SeiNetwork
- @dYdX
- @penumbrazone
13/ Cosmos has never had a fully backed fiat stable coin.

We've gone through experimentation followed by trials.

This very well could be a game changer for the one of the largest ecosystems outside of Ethereum!
14/ Thank you for reading!

I hope you've found this thread helpful.

Follow me @Flowslikeosmo for more.

Show your support by Liking/Retweeting the first tweet below 👇
Tagging Fellow DeFi Chadsss you should follow

@Deebs_DeFi
@CryptoStreamHub
@crypto_linn
@DeFiMinty
@DeFi_Taha
@Chinchillah_
@0xTindorr
@0xsurferboy
@Louround_
@IamZeroIka
@Hercules_Defi
@MercyDeGreat
@0xSalazar
@thelearningpill
@FarmerTuHao
@0xShinChannn

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Emperor Osmo 🐂 🎯

Emperor Osmo 🐂 🎯 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Flowslikeosmo

Emperor Osmo 🐂 🎯 Profile picture
Sep 22
Token2049 Singapore was buzzing this year.

Signaling the direction the industry is moving towards over the coming months and years.

Five themes took up the bulk of the mindshare.

You need to be paying attention to these trends 🧵⬇️ Image
Token2049 is over; with hundreds of side events plus the main event happening simultaneously, filtering what matters can be daunting.

I attended many events this year, and 5 themes continued to make their appearance throughout.

Here's a brief summary of what you need to know for the remainder of the bull cycle and beyond,
Restaking: Holders simply want yield.

The Restaking 2049 event at Token shed some light on where the Restaking narrative is headed.

Interestingly, this is growing beyond EigenLayer's dominance and quickly evolving into a $ BTC-driven narrative.

Recent developments in this space include:

1. @Bedrock_DeFi, with the launch of their uniBTC campaign, they now have over $170M in TVL.

2. @ether_fi is leveraging eBTC, which has now climbed to $98M TVL and can be staked to earn points across seven different ecosystems.

3. @pendle_fi: Serving as the hub for Restaked $BTC via Lombard, Etherfi and Bedrock.Image
Read 11 tweets
Emperor Osmo 🐂 🎯 Profile picture
Sep 14
Data is great, but most don't know how to use it to profit.

@tokenterminal Discover Page just launched.

Making data-driven analysis easy and profitable.

Here are 5 key insights I discovered using this new feature and how you can use it to profit while the market is down.

🧵⬇️ Image
Token Terminal is a crypto data analytics platform focused on analytics using fundamental metrics.

This allows you to value protocols and applications using metrics such as:

➜ TVL
➜ Daily Active Users
➜ Price to Sales
➜ Price to Fees
➜ Volume
➜ Revenue per user Image
Discovery takes this to a new level by allowing me to cross-compare across protocols, metrics, and tokens.

Here's what I've discovered and my thought process for creating an investment framework with this tool.
Read 11 tweets
Emperor Osmo 🐂 🎯 Profile picture
Jun 29
Grayscale Research's Q3, 2024 Insight Report just dropped!

They've selected 20 tokens poised to shine next quarter, backed by catalysts and market trends.

Let's dive into their strategic picks. 🧵⬇️ Image
Funded in 2013, Grayscale is a behemoth in the space with over $50 billion in assets under management and responsible for some of crypto's largest funds.

These include GBTC,ETHE and the most recent GSOL Image
Their most recent report dove into market dynamics, narratives, catalysts and fundamentals for Q3.

Each token was categorized as follows:

- ETF
- Macro
- ETH Ecosystem
- AI
- Idiosyncratic

Here's their overview and why they selected each of these tokens. 👇
Read 15 tweets
Emperor Osmo 🐂 🎯 Profile picture
Mar 10
The $JUP airdrop minted millionaires this cycle.

There is a new airdrop focused on the highly sought after GPUs and AI sector on Solana.

They just raised over $30M to build the largest AI computing cloud.

Let's dig into this gem. 🧵⬇️ Image
We've all seen $NVDA +223% meteoric rise this past year, due to the continued demand for GPUs.

This rise has been attributed to continued advancement in AI platforms like SORA, and ChatGPT.

Demand will continue to rise and with that the need for computing networks. Image
1️⃣ Meet @ionet_official

ionet is a decentralized computing network that allows engineers to access distributed Cloud clusters efficiently.

By aggregating GPUs sources from underutilized sources it is able to achieve much lower costs than centralized players via smart offerings. Image
Read 15 tweets
Emperor Osmo 🐂 🎯 Profile picture
Mar 2
Altcoin season is almost upon us, and it will mint millionaires.

The move will be swift and leave many sidelined.

I've created a list of mid to low caps with upcoming catalysts to position yourself for the next 10x to 100x. 🧵👇 Image
With $BTC pushing toward its previous market cycle high of $69,000, most Altcoins have remained largely unchanged.

I've previously shared the "Path to Alt Season" chart, which helps us understand the current market dynamics and prepare for the eventual rotation.
The market is likely to stay volatile in the foreseeable future, presenting more opportunities along the way.

Key to this strategy is establishing clear goals, practicing patience, allowing your thesis to unfold, and mastering the art of consistent DCA in and out.
Read 17 tweets
Emperor Osmo 🐂 🎯 Profile picture
Jan 21
$OSMO is this cycle's beta asset to capitalize on Celestia's and Cosmo's growth

A guide. 🧵⬇️ Image
Osmosis is the most interconnected chain in the Cosmos.

It ranks among the highest in terms of both IBC volume, users, and TVL.

$OSMO, by default, ranks among the strongest barometers of the Cosmos.

Here's how to maximize the use of this asset. 👇
1️⃣ Staking

Staking $OSMO is an incredibly simple way to make the most of this asset.

You can earn both from staking rewards and taker fees generated from trading volume, all while increasing your chances of earning airdrops. (More details on this below). Image
Read 12 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(