Media & Events since 2017. Sovereign, interoperable finance. Founder @CosmoverseHQ @Stakecito
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Cosmonauts ⚛️
Tomorrow, I’m sitting down with Jae Kwon, the inventor of Tendermint and co-founder of @Cosmos.
The first time we went on air was April 2022, when @_gnoland was still a testnet. Today it has a live mainnet and 3.2M ATOM wallets in its airdrop.
What we’ll cover:
▫️ From Tendermint to Gno.land
▫️ The end goal for Gno.land and gno.world
▫️ Why fork ATOM, and where the Cosmos Hub stands today
▫️ Is Jae building the new Cosmos?
▫️ What ATOM holders should actually do on Gno.land
▫️ Quantum and privacy
What would you ask Jae?
Drop your questions below and the best ones make it into the interview.
Starknet holders just finished voting on whether Starknet should research leaving Ethereum to become its own quantum-safe chain.
About 93% voted yes, from around 3,240 voters.
The vote isn't binding, a yes only means the research starts.
If the research goes ahead, I wonder which Ethereum L2 gets asked the same question next.
I don't hold STRK.
$INJ
Earlier this month, Gulf Labs went live as a validator on Injective.
Gulf Labs belongs to Thailand's Gulf Group, a company worth about $27B.
In August, an Injective affiliate also became an SEC-registered transfer agent.
That means it can keep the official ownership records for tokenized stocks and funds.
For me, this matters as much as the ETF filings.
I hold a small amount of INJ.
$INJ
Three US ETFs that would hold INJ are waiting at the SEC, from 21Shares, Canary and REX-Osprey.
None of them has been approved yet.
In September, 21Shares and Canary updated their filings, which is usually a sign of progress.
Injective CEO Eric Chen says he expects them to launch before 2027.
INJ is up about 14% over the past 30 days.
I hold a small amount of INJ.
I lived in Shanghai and paid with my phone in 2014. Dubai got there years later. Germany is still working on it.
China is the most under the radar story in this industry. One app for everything, the car industry pulled back in-house, highways built by robots.
The catch Rob @NewsAsset adds: one app for everything also means one switch to turn you off. Getting shut out of WeChat is getting unbanked.
Both sides of that are coming to crypto.
$BABY
Babylon wants to let you borrow against your Bitcoin on Aave without selling it or bridging it.
Your BTC would stay on Bitcoin, locked in a vault, and you could borrow stablecoins against it.
Babylon posted the formal proposal on Aave's governance forum last week.
It's not live yet, because more votes and audits still have to happen.
Around 40,000 BTC were staked on Babylon when the proposal went up.
I hold BABY. Babylon presents Double Down.
cosmos:native celestia:native
If you liquid staked with Stride, read this.
Stride is winding down its chain.
Redeeming stATOM, stTIA and most other stTokens on Stride has been paused since October 12.
Since then, your stTokens no longer earn staking rewards, because the assets behind them are unbonding.
From around November 20, you'll be able to swap them back on Osmosis at a fixed rate.
You don't have to do anything right now, because your stTokens don't expire.
$OSMO
Osmosis is now voting on ending OSMO inflation completely.
Today, about 91,000 new OSMO get minted every day.
Prop 1053 would take that to zero, and stakers would get paid only from the fees Osmosis earns.
After that, every OSMO burned cuts supply, about 2% a year at the current burn rate according to @osmosis.
The vote closes on October 25, and so far about 91% of votes are yes and almost none are no.
Full transparency: I hold OSMO.
$AKT
A year ago, Akash said it would move off its own Cosmos chain.
As far as I can see, it still hasn't announced its new home.
Founder Greg Osuri called Solana a strong contender, but said about 15 other chains were being looked at too.
Whatever they pick has to stay connected to Cosmos through IBC.
Meanwhile, AKT is up about 24% over the past 30 days.
I still hold a little AKT.
cosmos:native
Cosmos chains had a strong month.
Over the past 30 days, Celestia is up about 53%, Osmosis 40%, Akash 33% and Injective 10%.
ATOM itself is up about 3%.
I don't see what edge ATOM has as a coin in the institutional era of crypto right now.
Cosmos Labs as an organization might have one, but how that turns into real value for ATOM on-chain is still open.
I still hold some ATOM.
Cito retweeted
We are pleased to welcome Matthew French, Global Program Manager, Digital Assets at @FranklnTempletn to the Hong Kong Digital Asset Summit.
Asset managers are working through the operational questions behind tokenised funds, from infrastructure to investor access. Matt adds Franklin Templeton’s digital assets programme perspective to the summit’s institutional discussions.
For asset managers, tokenised funds raise questions about investor access, distribution and the infrastructure connecting funds to digital markets. These are central to the summit’s focus on institutional implementation.
November 5-6, 2026 | Grand Hyatt Hong Kong
Explore the summit: cosmoverse.org/summits/cosmo…
PwC joins Cosmoverse Hong Kong 🇭🇰
The strongest room we've ever built keeps getting stronger. Excited to host @PwC at our Hong Kong Digital Asset Summit.
We are pleased to welcome Winnie Cheung, Director in @PwC Hong Kong’s Consulting practice to the Hong Kong Digital Asset Summit.
Winnie has more than 14 years of experience advising financial institutions and digital asset businesses on regulation, licensing, risk and governance. Her work covers stablecoins, custody, tokenisation and trading platforms, bringing a practical view of the controls institutions need to operate in Hong Kong.
A new product needs an operating model, controls and a path through licensing requirements. The summit will examine these practical questions across stablecoin services, custody, tokenisation and trading infrastructure.
November 5-6, 2026 | Grand Hyatt Hong Kong
Explore the summit: cosmoverse.org
cosmos:native celestia:native
If you liquid staked with Stride, read this.
Stride is shutting down its chain.
Redeeming stATOM, stTIA or other stTokens on Stride has been paused since October 12.
From around November 20, you'll be able to swap them back on Osmosis at a fixed rate.
You don't have to do anything right now, because your stTokens don't expire.
They just stop earning rewards once the move is done.
Rob @NewsAsset on the next big thing for crypto: payments with one standard.
In Puerto Rico it goes: do you have this app? No. PayPal? No. Stripe? No. Cash App? Finally.
One QR code that works for everyone. Not sexy, which is exactly why nobody builds their token around it.
$NEAR
Bitwise's NEAR ETF has been trading in the US for three weeks.
As of Saturday, it held about 17.6M NEAR, worth roughly $87M.
That's up from 15.7M NEAR just a week earlier.
It took in $35M on its first day alone.
Bitwise also plans to stake a large part of it, so the fund earns NEAR's staking rewards.
Most of these buyers will probably never open a crypto wallet.
I don't hold NEAR. Stakecito runs NEAR infrastructure.
$STRK
Starknet holders are voting on whether Starknet should research leaving Ethereum to become safer against future quantum computers.
At the weekend the vote stood at 99.95% yes, and it closes on Thursday.
It's not binding, a yes only starts the research.
The price went the other way.
STRK jumped 15% on the day the vote opened and is down about 30% over the past week.
Holders like the plan, traders took their profits.
I don't hold STRK.
$OSMO
The Osmosis proposal to stop printing new OSMO is planned to go up for an on-chain vote this week.
If it passes, stakers get paid only from the fees Osmosis actually earns.
About 51.9M OSMO still reserved for developers would also stop unlocking until the community decides what to do with them.
Earlier this month, Osmosis already voted to send more trading fees to stakers and to cut the validator set to 30.
OSMO is up about 50% this month.
I'll be honest, I was wrong on Osmosis for a long time.
It's still more than 99% below its high, but this is the first real change in months.
Full transparency: I hold OSMO.
$INJ
Three US firms want to launch Injective ETFs: 21Shares, Canary Capital and REX-Osprey.
All three would stake the INJ they hold, so the fund earns rewards on top.
None of them is approved yet.
What interests me more is what Injective already runs today: 135 markets for real-world assets.
That includes BlackRock money market funds and trade invoices from the Korean company POSCO, turned into tokens.
INJ is up about 12% this week.
Full transparency: I hold a small amount of INJ.
Last 30 days:
▫️ celestia:native +50%
▫️ $STRK +47%
▫️ $NEAR +37%
▫️ $SEI +28%
▫️ $AKT +27%
▫️ $OSMO +25%
▫️ $INJ +21%
▫️ $BABY +8%
▫️ $BTC +2%
▫️ cosmos:native +2%
▫️ $MON -11%
Almost all of them beat Bitcoin this month.
Most are still more than 90% below their all-time highs, so this is a bounce, not a new bull market.
I hold TIA, SEI, BABY and OSMO, plus small amounts of INJ, AKT and ATOM.
Why did CLARITY die? Rob @NewsAsset: it fell apart in the Senate, with Elizabeth Warren leading the charge.
The banks' argument: yield on stablecoins drains deposits from small banks, and small banks fund small towns.
Rob's bigger reason: in a midterm year you do not hand the other side a win.
Both can be true. Neither has anything to do with whether the tech works.