Continue Capital Horses: Cosmos Guanzhong

Co-foundere CapitalCo-founder

"The Han Dynasty is in ruins, treacherous ministers steal their lives, and the master is covered with dust. I don't measure my virtue and strength, and I want to believe in righteousness in the world, but my wisdom is shallow, so I use it rampantly. As of today. However, the ambition is still unfinished, and the king calls it a plan. Ann out?" "Longzhong Dui"

Opportunity: Textbook-level EVMOS airdrop, token distribution and CLAIM scheme.

To a certain extent, it borrows from OSMO's CLAIM process, and can experience OSMO's silky and gas-free transactions very well. It can experience the real-time performance of cross-chain IBC transfers for the first time, and can obtain ultra-high APY through STAKING tokens (20% on the first day) ), various airdrops can be obtained through STAKING. A lot of COSMOS features are partially displayed in a budding posture.

(Did you see, the ideal is very full, but the upgrade failed directly today, let's go through the startup slowly and stably)

Next, the ideal strategy of COSMOS is roughly fourfold: market attention and funds are pouring into EVMOS, and the distribution of EVMOS tokens determines that the APY in the early stage is destined to be high, thus pushing up TVL and active data on the chain. New users will be surprised by this There is such a high APY in such a big environment, which has created its ecological development-the North Road Army has just shown its edge.

I came into contact with OSMO along the way, and saw how the core hub linking 38 ecology works, how to get high APY and various airdrops through combining LPs, once you enter the Houmen, you will be in prison. This is only 38 links, but this year there will be 200 links to COSMOS , while pushing up OSMO, take advantage of the situation and regard it as the opening of the valuation ceiling for L1/HUB-the middle road army is the leader.

While part of the funds are "fearing heights", attention flows to other smart contract platforms. JUNO is excavated. The development of the JUNO ecology, the variety of airdrops and the release of JUNOSWAP also copy the path of the EVM war, pushing up the TVL of the JUNO ecology. The comparison of the same category is slow Slowness will lead to doubts: JUNO has 44 million in circulation, and the inflation will reach 180 million in 2012. Compared with other platforms, which one is higher? —The foundation of the South Route Army was formed.

While the three generals of the COSMOS ecology are advancing hand in hand, it is bound to trigger a lot of thinking. To be clear, don't equate ATOM with COSMOS. ATOM is the first HUB on COSMOS and the eldest son, but anyone can become a HUB. In the past few years, ATOM has not had many bright moments like SOL and AVAX. On the contrary, to a certain extent, it has given the ecological foundation of COSMOS a solid development time. Tokens) When the vanguards poured out of the four fortresses of Guanzhong and joined forces with all parties through EVMOS, the outside world will be surprised to find that the rudiments of the vigorous development of the COSMOS ecology have first appeared.

The North Route Army went out from Guanzhong to the east and Chang'an, and went through Tongguan Hangu Pass and Xiaoshan to approach Luoyang, which in turn led to the debate of HUB leadership: ATOM is equivalent to the eldest son of COSMOS HUB, but JUNO/EVMOS/OSMO from the perspective of the team (Core -1, Federico, Sunny Aggarwal) have been in the COSMOS ecology for a long time. Whether it is strength or qualifications, they can be regarded as the heirs of the royal family with pure blood; More and more HUBs are rising, which is determined by their genes and vision. As COSMOS HUB1, ATOM has mature technology and community, and is temporarily the first choice for other small chains to share security. Until the day when ATOM stops and loses its advantages (no one wants to see it, I believe ATOM still has great development), many small princes are It can be attached to other HUB2 and HUB3 to share security. (The so-called shared security is to collect tolls for other small chains to maintain node security and maintain network consensus)

The Central/Southern Route Army crossed the Qinling Mountains from the Ziwu Road, went south from Guanzhong to Zhanbashu, and went down the Yangtze River through Wushan Mountain to approach Yingdu. Part of the profit-making funds pursued the quadratic growth curve, looking for possible value depressions such as other ecological track games/NFT/DEFI/MEME, resulting in the rise of STARS/OMNIFlIX/UMEE/SOMM/AXELAR and other princes, and the COSMOS ecology also became a spark. The momentum is magnificent.

Under the two-way pincer offensive, it has firmly established its place in the multi-chain ecology, but its ambition is not here. COSMOS also has Guanzhong Yulin Army with clear vision and strong strength. CELESTIA is a public chain built using COSMOS SDK to provide data availability. Other developers build their own settlement layer on CELESTIA in the form of Rollups. CEVMOS is jointly promoted by the two teams of CELESTIA and EVMOS. Based on the longer-term future, it solves interoperability and scalability problems in a modular way. The modular narrative logic also perfectly solves the problem of blocks in theory for the first time. The holy grail of chain scalability problems.

Life is like an ant, you should have a lofty ambition, your life is as thin as paper, and you should have an unyielding heart. The current three-way main force of COSMOS was born in the reckless, and did not conduct any financing before it went online (Sunny argued that OSMO only raised money after a period of time after it went online), and gave a large number of airdrops to STAKING ATOM users, with a solid mass base, and airdropped the entire ecology The atmosphere is branded, the fertile field is thousands of miles away, and the people are harmonious. As long as it is developed properly, there will be a steady stream of new troops.

COSMOS wants the world to have a common ledger structure. Whether HUB1 or HUB2’s tokens are responsible for bookkeeping is irrelevant; ETH wants to use its own ledger to help the world keep books. Both have different implementation paths and ambitions. Vision - Finally, I only hope that the world will be in harmony.

What if there is no good development or great macro changes? History has been rehearsed: the army is not successful, the emperor guards the gate of the country, the king dies and the country is destroyed, the army is exhausted and the city is destroyed——

"There are changes in the world, and a general is ordered to lead the army of Jingzhou to Xiangwan and Luo, and the general leads the people of Yizhou to come out of Qinchuan. How dare the people refuse to eat the pot of milk to meet the general? If so, then Hegemony can be achieved, and the Han Dynasty can flourish.”