Midcurving Cosmos 2025 | Cosmos ATOM Bottom In? | Nillion Airdrop, Berachain, Akash AKT & More!

So Freunde, Bundesdias, Bundesdias, Trump kept his word and Russ Albrecht, the creator of Silk Road, is officially out of prison. Elon Musk also said he was in the room when Trump signed the executive order and crypto people are very, very happy about that. Another piece of great news is not only that Gary Gensler now officially resigned from the SEC after Trump also threatened to fire him day one, but also now the SEC announces SEC Crypto 2.0, which is a task force to develop a dedicated, comprehensive and clear regulatory framework for crypto assets, which sounds bullish and fits into the shift in tone around crypto by the US government. Now, before I talk about price movements in Cosmos today and updates on Barachain, Story Protocol, Mantra Chain, Cosmos Atom, Stargaze, Omis, Babylon and a lot more, I want to invite you to check out C2O+, which is our premium community that we launched in stealth in early December last year. And 50 members have already joined. Now we're rolling it out for the second cohort to join. You'll find the link in the top of the description to get signed up. And C2O+, is a premium community where you get exclusive content. We're doing monthly AMAs where you can also directly ask me and my team questions. Sometimes we have exclusive guests. We also consult on your personal situation about your airdrop strategy, your portfolio strategy, and just provide you feedback and basically like an interchain customer service. Also, we're working really hard to get you exclusive whitelist slots for the C2 Plus community. And we actually did that for the Omis Mint. So C2 Plus members were whitelisted for the Omis NFT Mint. And some members got to mint their NFTs exclusively because they are members of C2 Plus, which means they 220xed their Omis. Anyways, check that out. You'll find all in the top of the description. And then you'll be able to join the waitlist for $39 a month. You can join here and then you will get approved starting Monday. Looking into Cosmos private wins today, we're seeing everything down except for very few coins like Mantra Omis up today. Also saw Zion is up, Nim is up, but everything else is down and very low levels. So we already were at low levels, but we continue to bleed. And especially for Cosmos, which is a very mid-curve, strong fundamentals, visionary ecosystem that focuses on strong tech, is currently very, very cold. Like barely anyone is talking about kind of the Internet of Blockchains, IBC, Cosmos. It's all right now about memes. It's all about AI agents. As a mid-curve content creator and YouTuber myself, I still truly believe the Cosmos vision. I believe in IBC and sovereignty, customizability, interoperability, right? I believe in all these ideas that Cosmos, the AppChain thesis, and the Internet of Blockchains provide. And I just also see all these new chains, right? That most people are probably not familiar. That Mantra is a Cosmos chain. The Artificial Superintelligence Alliance, Celestia, Objective, Say, DYDX. They're all Cosmos chains, right? Akash Network, and so on and so forth. So eventually, I think Cosmos is going to have its time. Right now, obviously, it's a very cold, very cold narrative. But in the long term, mid-term, long-term, I think it's going to do very, very well. And it's also more resilient. It's more sustainable and also more conservative in that context. But as Eric Forhe says it best, memes win in the short term, narratives in the medium, and fundamentals win in the long term. And I truly believe that Cosmos falls under that fundamentals category right there. Now, I also made this thread or long post about Atom. My current views on at least one kind of element and point of view around Atom, which is the fact that I also pointed out here on this channel throughout November and December, that the Atom-bonded ratio, which means the amount of Atom that is staked relative to its supply, went down from 62% in early November to now 54.5% after it bottomed out at even below 54%. So either some huge whale or organization or early investor has exited slowly over November and December, or we just see a very weak confidence from investors, right? Which could mean that because of the Adrop meta being over, you know, staking Atom is not giving as many Adrops anymore. People are unstaking and just either swapping it into other tokens, or just hold it liquid to wait for a better exit, or simply because there's no confidence in the roadmap and the team and the product, right? So I personally think that this is, while this is concerning, yes, I think now with this new leadership in place around Mac and Barry that are now at the steering wheel of Interchain Labs, which is basically the Interchain Foundation, they now have a true vision for the Cosmos Hub as a decentralized router, fulfilling its and claiming its spot as the hub in the internet of blockchains, an interchain service provider that also captures value from there. The question is now only whether they can pull it off or whether time is up and we're simply too late to attempt on making Atom the decentralized router in Cosmos and also restoring investors' confidence, right? That's another big thing. So I think one thing is having a solid product roadmap, and another thing is also to then communicate that and to also educate and onboard investors and VCs, because crypto has never been as diluted as it is today. Tomorrow it will be more diluted because there's more launches, there's more tokens, there's more ideas, there's more ecosystems, there's more narratives. So it gets more and more diluted. Sure, a lot of it also gets cut off in the short term and doesn't succeed, but yeah, Atom's time is ticking in my personal opinion. I still hold all my Atom. My Atom are staked, locked and loaded, and I'm still confident in Atom. But Atom is not my biggest position in my portfolio. In fact, it only makes around 8% or 7% of my portfolio, mostly because other clients have outperformed Atom in my portfolio, such as Akash Network, LKT, also Hedera Hashgraph, HBAR, been holding that thing forever. And that is now in the top 20 with billions in trade volume, with people talking about it, with the kind of USA meta as one of the narratives around HBAR. And those are things that have revived something like HBAR, right? Which is also a dino coin, OG coin that's been around forever. And to be honest, I don't really know much about HBAR's ecosystem. As of today, I haven't really followed it over the past years. Stopped kind of following in like 2021, 2022, just here and there some things. But Atom is really lacking to get on everyone's rudder again. And I'm not saying that it's too late. I'm just saying that time is really ticking. I'm confident in Mark and Barry, the new Cosmos leadership, that they can pull it off. Especially considering that Atom survived multiple civil wars, still has a core community that truly believes in Atom, where I also count myself as part of, is listed on all exchanges, has decent liquidity, trade volume, survived a full internal rotation of team, of tokens, allocations, and all these kind of things. And it's still around in the top 60, right? Like if Atom were completely dead, it would not be on page one on CoinGecko. So I'm just realistic here. I'm still holding onto it. I think it will do well and I hope it will do well. And yeah, just curious to hear also what you think about Atom's role in the broader Cosmos ecosystem, but also in crypto generally as of today. Now, those are the faces, the new faces, Mac on the left, Barry in the middle, and then we have David here, who is not part of Interchain Labs, but he works at, I think his co-founder at Anagram, which is also a VC and OG Cosmonaut. And yeah, their mission truly is to make Atom great again. So we'll see their roadmap and plans for Atom that are coming up very, very soon. Stay tuned for that, but obviously we're also going to be covering this here on CryptoCito. Now, on the other hand, we have other chains, other upchains in Cosmos making big waves. Noble has crossed $522 million in natively issued USDC. It's now closer to a billion, getting closer to a billion in natively issued USDC, making it the fifth largest protocol for native circle USDC, which is really good to see. Now, imagine if Cosmos as a whole ecosystem would be truly united, if there were like true synergies, co-marketing campaigns, cross integrations and different products and incentive mechanisms, right? Imagine if until now in this uncoordinated, almost mess that Cosmos has been, what we could achieve if there was coordination, if there was true leadership, if there was a unified vision, a shared vision that all these core teams, page one coin get with teams that are building Cosmos or are remotely touching IBC, if they were all truly aligned, how big Cosmos can be. And I truly believe that we're going to see that this year and I will do the best I can with content, with events, with ideas, with thoughts, with kickstarting conversations, connecting people to achieve this and to contribute, to get closer to this goal. So big shout out to Jelena and the Noble team. They've done absolutely amazing and I'm very excited for what's coming with Noble in 2025. Also, I always say this, but it is really true, right? No matter which vertical you look into, privacy, DeFi, AI, RWA's tokenization, interoperability, there's always a Cosmos chain to be found as one of the top contenders or even category leaders. And privacy is a big example and I've been talking about this forever. I also truly believe in ZK technology. I think ZK is going to have a big, big season sometime as well. We also just saw the US sanctions against Tornado Cash were reversed, which is a big win for privacy. And I believe overall that ZK privacy is going to have a big, big season sometime in this cycle, which means sometime this year, latest next year. And in Cosmos, there are just a lot of strong, strong contenders. We have Penumbra, we have Namada that is also currently in its phase of rolling out the NUM token and making it also IVC transferable. Secret Network, one of the OGs when it comes to privacy. Then we have Nilian, one of the up and coming ones that is actually going to launch Mainnet in a few weeks. Shade Protocol, which has also been around forever and is going to launch ShadeX on March 5th. Carter and the team have been working relentlessly on that. So Shade, also one of the top contenders. There's also Sentinel and many others that are in the privacy field made in Cosmos, but those are some of the biggest ones. Then we have also outside of Cosmos, Aleo, we have Aleph Zero that are also media partners here at CryptoCito. We did a full video on privacy coins and ZK coins a couple of months ago. And yes, it might be boring because now it's not the time, but this is exactly the type of information you need to hear, not what you want to hear, but what I believe you need to hear to be best prepared for fundamental season, which is coming. And yes, I'm a mid-curver, I admit it, that's just my personal thesis and kind of observations and thoughts, but that's what I believe in. Now, speaking of Namada, they also just came out and said, what Baruchain, Nomad, Arbitrum, Ethereum, Phantom, Avalanche, Jektesui, and other chains have in common? Well, they all use Namada for shielding, for adding a privacy layer to their chain. And Nillion. Nillion also came out with big, big updates with an airdrop that is coming. 7.5% of the Nillion supply is going to get airdropped to early contributors. In fact, Winnie from the Stake Sito team made a full-on tutorial on how you can claim your Nillion airdrop or check eligibility in the first step, which is where it's right now. And I'm going to refer you to that video. You can find it in the top video description to check out Winnie's video on Nillion airdrop. Next, Mantra. Mantra, category leader for RWAs in tokenization. Two and a half billion dollars of assets have already been confirmed to get tokenized, mostly real estate here in Dubai in the UAE that will be issued on Mantra chain. They have a partnership with Damak, which is one of the biggest developers here in Dubai. We have MAC and also other firms, one of which is also an electric motorcycles company that is called Pies Earth and they are constructing electric motorcycles that will soon hit the streets of Dubai. And this is also going to be tokenized on Mantra chain. You can also see the construction here of those bikes. So Mantra betting big on tokenizing not just real estate but also other assets, real world assets and also betting big on Dubai and overall, I guess, the MENA region. I personally think if they can land EMAR and Select Group, well, I live in one of the Select Group buildings so I'm definitely biased here but if they can land Select Group and EMAR, it's Kissing Goodbye and Mantra is just dominating the entire real estate market here in Dubai which is a huge one. Now, we also have Mantra Omis, the official NFT collection by Mantra that now revealed its art. So go check your wallet and see what Omi you minted and yeah, JP also has not only swept the floor but also swept the ceiling. He made this tweet asking who owns this Omi which is Rarity Rank 2 which is a pink diamond and well, he then acquired it and he bought it for 88,888 USD or roughly 24,500 which is now actually more, 93,000 which also makes it the highest purchase on Stragis history and you can see JP's wallet right here. He actually has 157 Omi's on that wallet alone. He probably has more and those plus some other NFTs are worth 115,000 US dollars as I'm recording this video. Now, what's next for Omi's? Well, they have their eco-drops coming out so there will be eco-system airdrops for Omi holders and I guess also for Omi stakers. The next Omi-like collection that is coming out is probably gonna be from Babylon that could be as big maybe even bigger and that is Babylong. So, the interesting thing here is that right now you can actually customize your own Babylong. So you can come here you can give him glasses you can also give him this Bitcoin chain you can give him also a Bitcoin shirt you can, yeah, do whatever you want and then you can actually share that with the world and participate in a $30,000 USDC prize pool and get a share of that as well. Also, don't forget to register your address in the Babylon Discord there will likely be a minting or whitelisting for the Babylong NFT and I don't have exact insights here I'm just guessing but this is what it quarks like at least. Now, if you prefer reading over listening or watching then I strongly encourage you to check out our renewed revamped format which is now called Cosmos Bytes which is basically a weekly recap of the hottest and latest in Cosmos covering all chains all projects and their latest achievements eadrop news and so on and so forth this is always written by Seppmus from my team big shout out here as well. Now, speaking of news we have Celestia unveiling a new brand a new website they came out and said same link new vibe you can check it out on their website right there and also they have a lot of upgrades coming to their chain and the next upgrade is going to happen on January 28th which would increase their throughput to 1.33 megabytes per second or 8 megabyte blocks assuming a block time of around 6 seconds. So that is coming Celestia is massively scaling and again you're watching in mid-curve YouTube this is all mid-curve stuff true deep deep technical fundamental stuff B2B or chain to chain not even end consumer stuff but this is the stuff that I truly believe is real innovation in crypto at the same time yes I also think we need more consumer applications in Cosmos we need more seamless UX and UI people are still getting confused even though it got much better over the years but people are still confused on how to interact with Cosmos between all these chains with IBC back and forth all these kind of things but yeah I think we already made huge progress and we'll continue to do so and we need faster block higher throughput and also user experiences like we had with the Omimint like this needs to be massively improved and that's where the infra improvement comes in now another mid-curve play and deep fundamental project is Axelar Network interoperability one of the kings for interoperability also powering a lot of the RWA infrastructure in a similar way how Chainlink as an Oracle provider is a critical piece of infrastructure for everything to thrive whether it's DeFi whether it's AI agents whether it's RWAs Chainlink is needed as an Oracle provider and in the same way Axelar will be needed as an interoperability provider eventually the Cosmos Hub can also be positioned as one of the top contenders to be critical interoperability infrastructure and much needed as a service provider to facilitate this for other chains as well and also capture some value there but for now Axelar is king with 10 billion dollars in volumes quarter billion in the past month alone almost and yeah integrated left and right on all ecosystems Arbitron, Polygon, BNB chain, Ethereum, Celo and of course all Cosmos chains considering that Axelar itself is a full-on Cosmos SDK blockchain fully IBC compatible and all those kind of things I'm a big holder of Axelar I'm a big holder of Celestia Tia as well I'm also an investor into Babylon by the way and also I'm an investor in Saga which is one of the newer generation Cosmos chains that is going to approach its first Maynard anniversary this April and with it also the first unlocks are going to happen which will be interesting to see how that will be absorbed on the market and I think now it's more important than ever and time sensitive to launch the liquidity integration layer and also to launch the first wave to publicly launch the first wave of chain lads we have now this integration with Eliza OS that is now partnered with Saga or integrated with Saga and that is a framework that was developed by AI16z DAO so they have announced this partnership which is good to see and now AI agents can thrive in the Saga economy alongside also Saga being the leader when it comes to the gaming ecosystem Cosmos they have onboarded hundreds of games and I think their flagship titles are also going to launch in the next weeks or months we also have updates from INJ 3.0 the economic flywheel which is set to increase the burn rate and also to increase the deflationary effect to make INJ a more monetary sound asset and yeah it's going to be interesting to see how that plays out and how it also increases the investors appetite and confidence in the INJ token they had a massive run in 2024 made crazy new all-time highs of above $50 and are now hovering at around $20 which is still on a decent level considering they were at around $1.50 or something in the depth of the bear market I personally do hold a small INJ back it's a very small allocation relative to my portfolio on the other hand Akash Network AKT which is actually one of the largest positions in my portfolio is massively increasing its on-chain revenue and average daily earnings that have already surpassed $11,000 for the month of January and the month is not even over Greg also saying if you're in memes now would be a good time to pivot to fundamentals Akash AKT also a strong contender a true infrastructure project that is powering the AI economy especially and has just strong product market fit considering that Akash is one of the few non-DeFi related products non-finance related products is a true cloud provider the super cloud and has already gained substantial traction is just remarkable and that's why it's one of my biggest conviction plays for this cycle and also not only made in the USA but also entirely made in Cosmos now three quick news to end this video number one Story Protocol one of the most highly anticipated launches this year also entirely made in Cosmos they have launched their developer Maynet on January 19th so Maynet public Maynet is also going to come soon we're also going to be covering that here of course at CryptoCito and with Stixi to my validator we're also very very excited to join Story as a Genesis validator same for Barachain that is also coming up very very very soon in fact Smokey made this tweet here on the 20th saying that two big things happened today everyone knows about one of them everyone will know about the other soon so give a follow to Smokey the Barra give a follow to Barachain this one is coming up very very shortly finally some good funding news Kepler the main wallet for the Cosmos ecosystem has secured 5 million dollars in funding I think at a 50 million dollar valuation led by One Confirmation Anagram also Coinbase Ventures has invested Hashkey Corus One Skip Binary Builders and a lot more so CoinWrites Josh and the Cadillac team this is amazing to see and also yeah improves the infrastructure and use experience on Cosmos and how to interact with the ecosystem now that's all for today I hope you enjoyed the video get your C2O Plus membership secured and I'll see you there until then stay safe and be good