Continue Capital Horse: Cosmos Strategy in the Central Plains
The three main forces of Cosmos were born in the wilderness, and did not undergo any financing before going online. However, they provided a large airdrop to users staking ATOM, which established a strong grassroots foundation. As long as development is handled properly, the new forces will continue to emerge.***Original Author: ** Pima, Co-founder of Continuee Capital*
"The Han dynasty is in decline, treacherous ministers seize power, and the sovereign is shrouded in dust. I do not measure my own abilities and wish to uphold great righteousness in the world, but my wisdom and skills are shallow and short, thus I have resorted to reckless actions, leading to today. Yet my ambition is not yet extinguished; what do you think the plan will be?" — "Longzhong Dui"
Opportunity: A textbook-level EVMOS airdrop, token distribution, and CLAIM plan.
To some extent, it draws on the CLAIM process of OSMO, allowing for a smooth and gas-free transaction experience, the first-time experience of real-time cross-chain IBC transfers, the ability to earn extremely high APY through STAKING tokens (20% daily on the first day), and various airdrops through STAKING. It partially showcases many characteristics of COSMOS in a budding manner.
(Have you seen it? The ideals are abundant, but today we directly face an upgrade failure; let’s stabilize slowly through the launch.)
Next, the ideal strategy for COSMOS in all directions: market attention and capital flowing into EVMOS, the token distribution of EVMOS determines that the early APY is destined to be very high, thus pushing up TVL and on-chain activity data. New users will be surprised that there is such a high APY in this environment, thus fostering ecological development— the Northern Army begins to show its prowess.
In this context, I came into contact with OSMO and saw how the core hub linking 38 ecosystems operates, how to achieve high APY and various airdrops through LP combinations. Once you enter the gate, you are trapped in the drawing; this is just 38 links, but this year there will be 200 links into COSMOS, pushing up OSMO while guiding it to be viewed as L1/HUB to unlock valuation ceilings— the Central Army begins to shine.
While some funds are "afraid of heights," attention shifts to other smart contract platforms, and JUNO is discovered. The development of the JUNO ecosystem, the diversity of airdrops, and the release of JUNOSWAP also replicate the path of the EVM war, pushing up JUNO ecosystem TVL. Comparisons within the same category will gradually raise questions: JUNO circulates 44 million, inflating to 180 million in 12 years; compared to other platforms, which is higher or lower?— the Southern Army lays the foundation.
As the three main forces in the COSMOS ecosystem advance together, it will inevitably provoke much thought. Do not equate ATOM with COSMOS; ATOM is the first HUB on COSMOS, the legitimate firstborn, but anyone can become a HUB. ATOM has not had as many highlights in recent years as SOL or AVAX, which has, to some extent, allowed COSMOS's ecological foundation to gain time for quiet development. Build high walls, wait to claim kingship; when the king arrives, do not collect taxes (the community receives a large number of tokens) as the vanguard emerges from the central region, and at that moment, through EVMOS and various alliances, the outside world will be astonished to find the burgeoning development of the COSMOS ecosystem taking shape.
The Northern Army emerges from the central region, passing through Chang'an, traversing Tongguan and Hangu Pass, directly approaching Luoyang, which in turn provokes the debate over who controls the HUB: ATOM is equivalent to the firstborn of COSMOS HUB, but JUNO/EVMOS/OSMO, from the team perspective (Core-1, Federico, Sunny Aggarwal), have been strategizing for COSMOS ecosystem for a long time. Whether in strength or qualifications, they can be seen as legitimate offspring with pure bloodlines; the departure of the soul figure Jae Kwon, the free autonomy and sovereign control of COSMOS ecosystem projects, will inevitably lead to the rise of more HUBs, as determined by its genes and vision. ATOM, as COSMOS HUB1, has mature technology and community, temporarily being the first choice for other small chains to share security, until the day ATOM stagnates and loses its advantage (no one wishes to see this; I believe ATOM still has significant development ahead), many small lords can rely on other HUB2, HUB3 to share security. (The so-called shared security means collecting tolls to maintain node security and network consensus for other small chains.)
The Central and Southern Armies descend from the Meridian Road, crossing the Qinling Mountains, moving south from the central region to occupy Bashu, flowing down the Yangtze River through Wushan, directly approaching Yingdu. Some profit-seeking funds pursue a secondary growth curve, searching for possible value depressions in other ecological tracks such as games/NFT/DEFI/MEME, leading to the emergence of various lords like STARS/OMNIFlIX/UMEE/SOMM/AXELAR, and the COSMOS ecosystem also becomes a spectacular scene of sparks spreading across the prairie.
Under the pincers of the two armies, a stable position in the multi-chain ecosystem has been established, but the ambition does not stop here. COSMOS also has various clear-visioned and strong forces from the central region. CELESTIA is a public chain built using the COSMOS SDK to provide data availability, allowing other developers to build their own settlement layers in the form of Rollups on CELESTIA. CEVMOS is a collaborative effort between the CELESTIA and EVMOS teams, focusing on a longer-term future, using a modular approach to solve interoperability and scalability issues; the modular narrative logic theoretically perfectly solves the holy grail of blockchain scalability issues for the first time.
Life is like an ant; one should have the ambition of a swan. Life is as thin as paper; one should have an indomitable spirit. The current three main forces of COSMOS were born from the grass roots, and did not engage in any financing before going online (Sunny argues that OSMO only raised funds after going online for a while), providing a large number of airdrops to users staking ATOM, with a strong mass base, and imprinting the entire ecological airdrop atmosphere. A vast field, with people thriving together; as long as development is appropriate, new forces will continuously emerge.
COSMOS aims to create a universal ledger structure for the world; whether it is HUB1 or HUB2's token responsible for bookkeeping is irrelevant to the overall situation; ETH aims to use its own ledger to help the world keep accounts. Both have different implementation paths and grand visions— ultimately wishing for a harmonious world.
But what if there is poor development or macro changes? History has already rehearsed: the expedition was not successful, the emperor guards the national gate, the king dies for the state, the troops run out of food and the city falls— demise.
"When the world changes, a general will lead the army of Jingzhou towards Wan and Luo, and the general will personally lead the troops of Yizhou out of Qin Chuan; who among the people would dare not welcome the general with food and drink? If so, then the hegemony can be achieved, and the Han dynasty can be revived."
