Cosmos Analysis: Building the Internet of Blockchains (2024 - 07/2025)
Data updated to 07/2025 and is just basic information about the project to facilitate basic evaluation – Not investment advice 😊

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🌟 Project Overview
@cosmos is a decentralized blockchain ecosystem, dubbed the “Internet of Blockchains.” Using Cosmos SDK and the Inter-Blockchain Communication (IBC) protocol, Cosmos allows independent blockchains (appchains) to interact with each other, ensuring sovereignty, scalability, and security. With CometBFT, Cosmos supports the development of high-performance decentralized applications (dApps). From 2024 to 07/2025, Cosmos continues to expand with projects like @dYdX, @NolusProtocol, and EVM integration, reinforcing its position in Web3. Many projects use ATOM's source code for development, such as DYDX, KAVA, LUNA, KDA,....many more!

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🕒 Important Milestones
- February 2024: Cosmos Hub allocates 1 million ATOM (~$10 million) for community initiatives, promoting ecosystem development.
- June 2024: Launch of EVM integration at @EthCC, allowing Ethereum projects to interact with Cosmos via IBC.
- September 2024: HackSecret Hackathon of @SecretNetwork announces 11 winning projects, from cross-chain privacy to secure voting.
- December 2024: Integration with Skip Protocol, allowing USDC to be transferred from Solana to Cosmos, increasing liquidity.
- April 2025: Cosmos Seoul event discussing decentralization, with participation from the Cosmos SDK team.
- July 2025: Townhall with @bpiv400 and @0xmagmar, announcing plans to improve developer experience and expand the community.

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🤝 Strategic Partnerships
- @dYdX: Transitioning to native Cosmos blockchain, leveraging Cosmos SDK for fast derivative trading and low fees.
- @NolusProtocol: Built on Cosmos, providing DeFi solutions for digital asset leasing.
- @SecretNetwork: Supporting privacy-centric dApps, integrating IBC for cross-chain privacy.
- @BinanceLabs: Investing and supporting projects in the Cosmos ecosystem, such as Terra and Osmosis.
- @MantaNetwork: Integrating with Cosmos to provide decentralized digital identity via IBC.
These partnerships help Cosmos build a diverse ecosystem, from DeFi to decentralized AI.

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💰 Tokenomics & Current Price
- Token: ATOM, used for staking, transaction fees, and governance on Cosmos Hub.
- Total supply: Unlimited, but inflation is controlled by community governance (7-20% annually). (Somewhat high, which is why ATOM's price has been heavily suppressed)
- Distribution: ~80% for investors, 20% for All In Bits and Interchain Foundation.
- Mechanism: Proof-of-Stake, validators with more ATOM are selected to verify transactions, receiving rewards; dishonest nodes are penalized (slashing).
- Current price (07/2025): ~$4.64, market cap ~$1.8 billion, 24h trading volume ~$136.57 million.
- All-time high (ATH): ~$44.70 (September 2021).
- All-time low (ATL): ~$1.13 (June 2022).
ATOM's price has dropped from ATH but stabilized recently, reflecting market sentiment and ecosystem development.

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📈 Revenue & Profit
Cosmos does not disclose specific revenue as it is a decentralized protocol. Revenue from transaction fees on Cosmos Hub is distributed to validators and stakers. The project raised funds through an ICO ($17 million, 2017) and grants from the Interchain Foundation. The allocation of 1 million ATOM (02/2024) supports community development, hackathons, and grant programs.

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🛠 Products & Technology
- Cosmos SDK: Open-source framework for building custom blockchains (used by @dYdX, Osmosis).
- Inter-Blockchain Communication (IBC): Protocol that allows blockchains to interact, ensuring security and superior efficiency compared to multisig bridges.
- CometBFT: BFT consensus tool, allowing thousands of transactions per second with low latency.
- Cosmos Hub: Central blockchain providing security and connectivity for appchains via IBC.
- Interchain Accounts: Allow cross-chain account management and transaction execution across remote chains.
Cosmos technology stands out for its modularity, customization, and multi-chain connectivity.

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🗺 Future Plans (Roadmap)
- Q3-Q4 2025: Expand EVM integration and support additional L2s like Arbitrum, Optimism.
- Developer Experience: Launch more user-friendly tools for developers, improving Cosmos SDK and IBC.
- Community Growth: Enhance hackathons, grant programs, and events like Cosmos Seoul.
- Decentralized AI: Support decentralized AI projects through IBC integration.
- Liquidity: Expand Skip Protocol to increase cross-chain liquidity with ecosystems like Solana.

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🚀 Opportunities
- Interoperability: IBC allows multi-chain connectivity, addressing fragmentation issues in blockchain.
- Strong ecosystem: Projects like @dYdX, @SecretNetwork, and Osmosis demonstrate the potential of Cosmos SDK.
- Growing developer community: Over 100 appchains and a global developer community, with events like @EthCC.
- Modularity: Cosmos SDK makes it easy to build blockchains, attracting new developers.

⚠ Challenges
- Intense competition: Competing with Polkadot, Avalanche, and other layer-0s.
- Technical complexity: Cosmos SDK and IBC require in-depth knowledge, which may hinder new users.
- Price volatility: ATOM's price has dropped significantly from ATH, affected by the overall market.
- Governance: Leadership transition (Jae Kwon left CEO, 2020) and concerns about development speed (according to @BPIV400) may impact community trust.

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🎯 Conclusion
@cosmos is leading the way in building the “Internet of Blockchains” with Cosmos SDK, IBC, and CometBFT. From 2024 to 07/2025, the ecosystem expands with projects like @dYdX, EVM integration, and initiatives like Skip Protocol. Despite facing competition and technical challenges, Cosmos has the potential to shape the future of Web3 through interoperability and a strong developer community. 🚀

#Cosmos #ATOM #Web3 #Interchain #DeFi #Blockchain

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References:
- Cosmos Official Website
- Cosmos X Posts
- CoinMarketCap
- CoinGecko
- Blogtienao