Letâs be clear before we start:
Iâm here to shill you a narrative and some coins that I may or may not own
You will like it
Because itâs free
As in you will get free coins
Assuming you donât know who I am, Iâm Nosleepjon, an anime PFP crypto twitter account. I donât really care to explain anything past that so if you want to do a background check go to my twitter and suffer through my sleep deprived shitposts. I have the attention span of a fish so will be rambling in bullet points to compensate. Enjoy frens.
This is how I think Evmos Szn will play out, from a left curve perspective:
Cosmos gud ecosystem
Helps connect all of the blockchains and provide infrastructure for launching new interconnected chains
IBC, multichain narrative
Evmos launching first EVM on Cosmos
EVM makes it very easy for EVM projects (Eth, avalanche, polygon, etc.) to fork to Evmos
This means fresh new ponzis to play with
Evmos airdropping their token to basically everyone thatâs ever used Ethereum and CosmosÂ
End of February/early March btw
Free coins = gud coins = wgmi
Airdrop hype
People will have to bridge to Evmos to claim
Set up Keplr Wallet ahead of this or ngmi
Bunch of people bridging means massive inflow of liquidityÂ
Liquidity inflows into ecosystem means PvE environment instead of the PvP weâve been experiencing on the recent L1/L2 rotations
Most of these people will not be the usual seasoned bridgooor PvPers
If youâve bridged and played the ponzi games before, you will have an edge
Evmos will be bid up to L1 valuation due to hype
Also Celestia and modular blockchain narrative too
Everyone makes money on Evmos so they use house money to play further out the risk curveÂ
They go to Osmosis, the hub to bridge to all these other chains further out the risk curve
See bunch of these super high APR pools, ape in and bond
The common pair is OSMO so they buy the most of thatÂ
Osmo coin gets hype as people finally value it as an L1Â
Test out IBC with Osmosis, you can bridge to every chain in Cosmos in like 5 seconds? Hype, time to bridge to next chain
See Juno as the next Cosmos coin with lower market cap than Osmosis
See CosmWasm big word so prob gud tech
Juno launches its own ponzi gauntlet around the same time
Juno gets hyped to L1 valuation
Bridge with IBC
Stargaze NFT chain gets mini NFT szn
Then run it back with every other Cosmos eco coin to lesser degree
Ultimately all this hype in Cosmos eco settles downÂ
Community oriented token distributions, airdrops, high APRs, cool cross chain tech, and âbeing earlyâ convinces solid amount of the new money and liquidity to stay
Builders see all the hype and check out Cosmos eco and tech
Gud tech, letâs build here
Cosmos ecosystem firmly establishes itself as a top 3 ecosystem by EOY
I skipped a bunch of the technical stuff bc there are already a bunch of articles out there that can explain it better than me.Â
TL;DR for the lazy mfers that couldnât even read the bullet points
Evmos massive airdropÂ
Everyone bridges and makes money
Lots of liquidity flows to other parts of Cosmos ecosystemÂ
They bridge through Osmosis and pile into the high APR pools
Osmosis pumps, then they see Juno the next cheapest Cosmos coin and ape
Entire ecosystem pumps across the board
They buy my bags
Cosmos ecosystem finally gets recognized for its multi chain potential and more builders come, driving more adoption long term
Conclusion: We like The Cosmos.
*Disclaimer: Nothing in here is financial advice. No one will believe you anyways if you tell them you lost money after listening to an anime character for (NOT) financial advice.
gud writing
very nice