✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/the-cosmos-thesis-debrief

Sunny Agarwal and Zaki Manian are crypto OGs that have been in the Cosmos ecosystem and community from the very beginning. Sunny started the Blockchain at Berkeley, the largest student organization for crypto in the world, and also co-hosts the Epicenter podcast. Zaki is helping ship Cosmos’s IBC, is working on the validator ecosystem, and is also an advisor to the Electric Coin Company, the org behind Zcash and is also a co-founder of Iqlusion.

On today’s episode, Sunny and Zaki share what the Cosmos Thesis is, how Cosmos is similar and different to Ethereum, and what Cosmos’s ATOM 2.0 unlocks for the ecosystem.

Zero to 60 in one episode. This is the Cosmos Thesis.

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Topics Covered

0:00 Intro
8:05 Zaki & Sunny
10:08 The Cosmosverse Conference
18:38 Cosmos’s Central Thesis
23:10 Metaphors & Ethereum vs. Cosmos
29:18 Trade-offs
36:13 Monetary Premium Thoughts
40:18 Osmosis & Power Laws
48:24 Stablecoins on Cosmos
54:13 L2s vs. Cosmos
1:09:11 Cosmos vs. Polkadot
1:14:52 MEV Problems & Solutions
1:23:24 ATOM 2.0
1:32:16 Mesh & Interchain Security
1:41:50 Does ATOM Break Top 10 Tokens?
1:43:43 Will ATOM Flip ETH?
1:44:50 The Future of Cosmos
1:49:03 How to Explore Cosmos
1:50:44 Closing & Disclosures

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Resources:

Sunny Aggarwal
https://twitter.com/sunnya97
Zaki Manian
https://twitter.com/zmanian
ATOM 2.0
https://forum.cosmos.network/t/proposal-draft-a-new-vision-for-cosmos-hub/7328
The Inevitability of UNIchain
https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

139 - The Cosmos Thesis with Sunny Aggarwal & Zaki Manian

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