After reading the revised Atom 2.0 roadmap (7400 words), here is my overview of the essential concepts within, summarised in 22 tweets. •The Cosmos Network is an association of autonomous communities connected economically and ideologically with the Cosmos Hub.
• The vision of the Cosmos Network, as laid out in 2016, (1/24)

On $JUNO halvening:
Assuming market cap remains the same, all inflation does is take some value from all JUNO holders (like tax) and redistribute it to the stakers. Less inflation means the unstaked holders lose less value, and the staked holders get less returns.

Mini thread: The spreadsheet where you can play with the numbers yourself is below. In summary, if all other factors don't changed stakers will receive roughly 9% less return per year.
docs.google.com/spreadsheets/d…

Here's how the top 10 #OsmosisZone pools stack up after factoring in inflation, fees, APRs & incentives.
Green = better than staking
Red = worse than staking

Read on for a link to my spreadsheet and explanation/notes.

#CosmosEcosystem #DeFi #DYOR #Osmosis #Yield Observations:
-Staking $OSMO is still bad. Stride MEV won't make much of a difference ($2k a day extra income split between all stakers is less than 0.1% extra)
-Pooling $EVMOS, $ATOM and $JUNO worse than staking.
-Pooling $STARS, $CRO or any AXL tokens good. USDC/OSMO pool great

Here's an interesting table that takes #CosmosEcosystem #crypto and compares the amounts being unbonded to the total circulating supply, as well as to the currently unbonded supply. If you hold $KUJI in particular, but also $JUNO, $AKT or $SCRT you may want to read below: 1. So, a fairly safe assumption is that any coins being unbonded are doing so to predominantly be sold. Some may be being moved to DeFi or liquid staking protocols, but I think that's a small percentage.

Here is my DYOR analysis on @RebusChain which may help you make decisions about what to do with your #airdrop, or if you want to stake/buy/sell $REBUS

[...]
#CosmosEcosystem #Airdrop #DYOR Rebus is a chain built on Cosmos SDK and using Tendermint consensus (like everything else in the Cosmos Ecosystem). It's aimed at bringing TradFi banks and investors into Crypto. Let's start with a few assumptions on which Rebus success is based.
[...]

Something that's been on my list to research for a while is @TeamKujira $KUJI. Below is a summary of my research and analysis of it.

#CosmosEcosystem #Altcoin #Kuji #Kujira #Dex #Terra #Liquidation #Analysis #DYOR Firstly, a disclaimer. After compiling what I needed to see, I bought a small high-risk-high-return $Kuji bag a few days ago as mostly a long term hold. This isn't a shill, it's me "placing my money where my mouth is". Maybe your assessment of the situation will be different.

I'm sensing a bit of $JUNO hype again. Some people are calling for a return to ATH; 9x from here. My take is based on the graph below (JUNO vs ATOM). Its ATH was 1.5x $ATOM, with plateaus either side at around the 1:1 area. I wouldn't be surprised if it regained parity soon... ... but I'd be surprised if $JUNO moons without more money coming in and raising the atom price concurrently.

I decided to figure out how often I should be compounding my #CosmosEcosystem staking rewards, and it's actually nowhere near as often as I thought:

I was also surprised to learn the following about some popular #IBCgang coins, including which coin 100% shouldn't be staked... 1. Background: All Proof-of-Stake coins in circulation are effected by inflation, and then the staked coins receive those newly created coins as rewards. Starting with Juno...