Project hub

Cosmos

20 pieces · Jan 2022 to Oct 2025 · 5 flagship

Sectors

L1/L218 DeFi6 ZK5 Ethereum3 Privacy3 Solana1

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Coverage per year

62022

102023

32024

12025

Price and coverage

Cosmos Hub $ATOM

Calls: None yet
Since first piece: −95%
vs BTC: −98%
Now: $1.80

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Cosmos

Breakdown23 Jun 2023Sei Network deep dive: Twin Turbo consensus, parallelization and native CLOBTechnical introduction to Sei, an application-specific Cosmos SDK L1 built for DEXs. Covers Twin Turbo consensus, parallelized DeliverTx and EndBlock processing, a native order matching engine and validator-run price oracles.Breakdown12 Jun 2022Celestia deep dive: modular DA layer with data availability samplingMega thread explaining Celestia as a minimal chain that only orders transactions and guarantees data availability. Covers light nodes, fraud proofs, erasure coding with data availability sampling, execution separation and namespaced Merkle trees.Breakdown02 Nov 2023Namada introduction: asset-agnostic shielded pool, Cubic PoS and the NAM roadmapIntroduces Namada, a Cosmos SDK L1 with a single multi-asset shielded pool derived from Zcash's Sapling circuit. Covers the vision, Cubic PoS slashing, MASP privacy mechanics, interoperability and governance.

Timeline · every piece, newest first

2025 1

24 Oct 2025Developer growth by ecosystem: Solana, Base, Sui up; Polygon, Arbitrum downElectric Capital data shows Solana/SVM, Bitcoin, Base and the Move stack (via Sui) growing in developers over two years. Polygon and Arbitrum lost over 30%, Polkadot and Cosmos are down, Starknet and NEAR show modest gains.DataSolanaEthereumL1/L2

2024 3

26 Jul 2024Penumbra deep dive: shielded cross-chain PoS network and private DEXExplains Penumbra as an IBC-connected shielded pool with private delegation, private governance and ZSwap sealed-bid batch auctions that reveal only net flow. Raised a $4.75M seed led by Dragonfly and is in stage 0 of mainnet.ExplainerPrivacyDeFi

18 Jul 2024Union thesis: ZK consensus proofs for trust-minimized IBC interopArgues Union is the first fully trust-minimized interop solution, using ZK consensus proofs and the CometBLS variant to extend IBC to Ethereum and L2s via Groth16 verification. Cites 100k unique testnet users in two weeks.ThesisL1/L2ZK

08 Apr 2024Union: ZK light client interop vs multisig bridges with ZK labelsArgues many bridges labelled ZK that prove a multisig attestation keep the same trust assumptions. Details Union's design: BLS aggregated CometBLS consensus, Groth16 proofs by a permissionless prover, light client verification, and a planned aggregation layer.ExplainerZKL1/L2

2023 10

22 Nov 2023Composable and IBC expansion to Ethereum, Solana and NearArgues that IBC extended beyond Cosmos, via ZK-verified Tendermint and Ethereum light clients on Composable, can unify fragmented L2, Cosmos and Substrate ecosystems and make centralized bridge designs hard to justify.ThesisL1/L2Market structure

02 Nov 2023Namada introduction: asset-agnostic shielded pool, Cubic PoS and the NAM roadmapIntroduces Namada, a Cosmos SDK L1 with a single multi-asset shielded pool derived from Zcash's Sapling circuit. Covers the vision, Cubic PoS slashing, MASP privacy mechanics, interoperability and governance.BreakdownPrivacyZK

21 Jul 2023Composable Centauri: IBC connects Polkadot and CosmosExplains Centauri, the first trust-minimized IBC link between Cosmos and DotSama via Picasso, with the first live connection to Osmosis. Covers new cross-ecosystem pools, liquidity flows and use cases.BreakdownDeFiL1/L2

20 Jul 2023Hyperlane Cosmos module: permissionless interoperability beyond IBCExplains Hyperlane's Cosmos SDK module built with Strangelove, which connects Cosmos chains to non-IBC chains. Argues permissioned interop will not scale across modular chains and cites Noble as a key integration.BreakdownL1/L2DeFi

29 Jun 2023Axelar explained: general message passing and cross-chain composabilityExplains Axelar as a Cosmos SDK PoS chain that enables interoperability through general message passing, gateway contracts, threshold signatures and untrusted relayers. Bullish on AXL as it supports 40+ chains.ExplainerL1/L2DeFi

23 Jun 2023Sei Network deep dive: Twin Turbo consensus, parallelization and native CLOBTechnical introduction to Sei, an application-specific Cosmos SDK L1 built for DEXs. Covers Twin Turbo consensus, parallelized DeliverTx and EndBlock processing, a native order matching engine and validator-run price oracles.BreakdownL1/L2DeFi

24 Apr 2023Cosmos IBC volume: roughly $1bn moved across app-chains in 30 daysReports 30-day IBC volume by chain from Map of Zones as evidence of the internet of blockchains thesis.DataL1/L2

17 Apr 2023Cross-chain bridging: the bridge trilemma, LayerZero, Stargate and IBCFrames the bridging trilemma of unified liquidity, guaranteed finality and native assets, explains LayerZero's oracle plus relayer design and Stargate's pooled liquidity, and sets IBC alongside as complementary.ExplainerDeFiL1/L2

04 Apr 2023Geregè: zkSNARK-optimized IBC linking Starknet and CosmosIntroduces Amherst Labs' Geregè protocol, a zkSNARK-optimized IBC aimed at connecting Ethereum rollups to Cosmos chains. Walks through its four-step roadmap starting with Starknet and Cairo, then Solidity-based rollups, and compares it to zkIBC.BreakdownZKL1/L2

30 Mar 2023zkIBC explained: bringing IBC to Ethereum with zkSNARK light clientsExplains how IBC works and why connecting Ethereum is hard, then how Electron Labs' zkIBC runs a Tendermint light client on Ethereum and verifies zk proofs of ed25519 signatures instead of the signatures themselves.ExplainerZKL1/L2Ethereum

2022 6

13 Jun 2022The Cevmos stack: EVM rollups on Celestia with an Evmos settlement layerDescribes Cevmos, a modular stack where an Evmos-based settlement rollup uses Optimint and Celestia for DA, with rollups deployed recursively on top and trust-minimized bridges between them.ExplainerL1/L2

12 Jun 2022Celestia deep dive: modular DA layer with data availability samplingMega thread explaining Celestia as a minimal chain that only orders transactions and guarantees data availability. Covers light nodes, fraud proofs, erasure coding with data availability sampling, execution separation and namespaced Merkle trees.BreakdownL1/L2Ethereum

25 Jan 2022Secret Network deep dive: TEE-based private smart contracts on CosmosMega thread on Secret Network: encrypted contract state via TEEs, Cosmos SDK and IBC base, SCRT staking and inflation mechanics, governance, and private DeFi such as SecretSwap that resists front-running and MEV.BreakdownPrivacyL1/L2

24 Jan 2022Avalanche subnets and AVAX tokenomics: hard cap and full fee burnPositions Avalanche as an open platform of heterogeneous subnets, expecting revenue to grow with subnet adoption. Contrasts its 720 million hard cap, declining inflation and full tx fee burn with ongoing emissions on Polkadot and Cosmos.ExplainerL1/L2

23 Jan 2022Avalanche subnets: X, C and P chains and the composability questionExplains Avalanche's three core chains and application-specific subnets secured by validators staking AVAX on the P-Chain. Notes customization and private subnet potential but flags weaker inter-subnet composability than Ethereum.ExplainerL1/L2

19 Jan 2022Fantom thesis: Lachesis aBFT consensus and a modular L0 designExplains Fantom's Lachesis DAG-based asynchronous BFT consensus, where nodes sync events instead of blocks, and argues the modular architecture makes FTM closer to an L0 than an L1, comparable to Polkadot parachains, Cosmos zones and Avalanche subnets.ThesisL1/L2

Often covered with

Polkadot36 Celestia145 IBC8 Avalanche13 Zcash33 Union36 Composable Finance8 Picasso14

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