Atemluap

#cosmoshub #atom #ethereum #osmosis #blockchains ⚛️

[Atemluap @Atemluap]

@Billie_T Funny, but you should see him play ! He a baller too

[Atemluap @Atemluap]

@t7psg_ Nuno Mendes great. Joâo Névés incredible.

[Atemluap @Atemluap]

@001Oxygen Since 1994

[Atemluap @Atemluap]

@tonyler_ @SirThanos60 i will buy soon

[Cosmos - The Interchain ⚛️ @cosmos]

Cosmos is honored to be a member of the United Nations Development Programme (UNDP) Blockchain Advisory Group (BAG).

BAG brings together 26 member organizations from across the blockchain ecosystem to:

- explore how blockchain technologies can help address development challenges,

- support digital public infrastructure,

- strengthen public systems.

https://t.co/pom6RVpwe4

[RoboMcGobo @RoboMcGobo]

I joined Cosmos Labs last year because they were already building towards a paradigm shift in blockchain that I knew was about to take over the space. Enterprise adoption of blockchain represents our first real chance at bringing the industry into the mainstream, and the Cosmos Stack continues to be the best solution on the market for making that happen.

That bet is paying off. The Cosmos stack and IBC have quietly become the home for a growing number of the most successful enterprise-specific blockchains in the space, and the value settling across them is climbing. The market is finally catching up to what this ecosystem has understood for years, and it’s all because resources were allocated to making that happen at an opportune time.

Now it’s the Hub’s turn to have substantial resources allocated to building out our place in a growing market segment of opportunities around interoperability, enterprise finance, and RWA markets. To facilitate this, we’ve acquired the Mintscan product suite and hired a large portion of the team to accelerate development on the Cosmos Hub and public goods for the ecosystem.

A few weeks ago I wrote on the forum that the Hub is moving through three phases: from chaos, into stability, and toward growth. I said that getting there would require growing the team dedicated to the Hub and stabilizing the critical infrastructure upon which this ecosystem relies (Mintscan, Skip:Go, Eureka, and much more).

Bringing on @yongjoojung , @gyunit_ , and the rest of the team crosses both of these items off of the list. They bring some of the deepest and longest-running experience with the Cosmos stack and its infrastructure that exists anywhere to the Cosmos Labs ecosystem team. I have had the pleasure of working alongside them in one capacity or another across my six years in this ecosystem, and there is no group I would rather have in the room as we take on this next phase.

With them joining the ecosystem unit, the Cosmos Hub and the ecosystem around it finally have their dream team. The team will begin onboarding over the coming weeks so that we can prepare to lay the groundwork for the Cosmos Hub’s roadmap and the core primitives we’ll need to achieve it.

[Atemluap @Atemluap]

@Neduszn8 Enzo Fernandez

[Atemluap @Atemluap]

@vitinha Foutue poussière dans l'œil.

[Atemluap @Atemluap]

@DominikZboubo @ActuFoot_ Arteta qui remet la balle en jeu au moment d'une touche parisienne, pour casser le rythme à 1-0 alors que le joueur parisien situé à deux mètres de lui avait déjà un ballon dans les mains... Un chien de la casse.

[Atemluap @Atemluap]

@Only1tommo @kryptoswe it s exactly the point, we didn't enjoy to watch them. I have been supporting Arsenal for 20 years, and now that they are champions, i hate their football.

[Atemluap @Atemluap]

@dailyfootballbr @footballontnt money and power, oh là là, don't talk about what you don't know little boy. PSG deserved to win, with a better team and a better football, that s the only truth.

[CBS Sports Golazo ⚽️ @CBSSportsGolazo]

"We suffered a lot, we played against strong teams in Europe and we deserved to win this trophy."

Luis Enrique talks about effort his PSG team put in to become UCL champions once again 👇

[Atemluap @Atemluap]

@TheRealJamieKay my poor boy, continue to cry

[Atemluap @Atemluap]

@piersmorgan talking about joke... continue to cry

[Atemluap @Atemluap]

@dailyfootballbr @footballontnt cry cry cry, football wins today

[Atemluap @Atemluap]

@CtoEx73365 @footballontnt 🤣🤣🤣🤣🤣oh come on, look at you

[Atemluap @Atemluap]

@hicasamadim 72

[RationalGaze @RationalG]

In the past, Asian session started leading the charge in $ATOM returns & when US + Europe finally caught up, $ATOM pumped in late 2023 & in late 2024

Been a few weeks since Asian session started leading in $ATOM returns again

https://t.co/aexCoax5AF

[Atemluap @Atemluap]

@Eldaddict @CanalplusFoot Ils ont un effectif de malade... L'entraîneur est excellent... Bien-sûr qu'ils sont favoris.

[jaga.ATOM⚛️🦣 @jaga1117]

$ATOM $ATOM $ATOM $ATOM
Cosmos Labs 已選定 Gauntlet 作為 $ATOM 代幣經濟 redesign 計畫的量化研究合作夥伴。

如代幣經濟啟動討論所述，此次研究合作的重點是為 $ATOM 打造一個可持續的經濟模型，基礎來自 Cosmos SDK 企業採用所帶來的價值捕獲。

關於 Gauntlet
Gauntlet 是一家加密原生量化研究公司，專精於風險管理、激勵優化與代幣機制設計。自 2018 年以來，Gauntlet 一直運用經過實戰驗證的技術，協助各協議管理風險、優化收益，並設計更好的激勵結構。Gauntlet 的模擬模型目前已為超過 DeFi 總鎖定價值（TVL）25% 的協議提供參數決策支援。他們的客戶包含 Coinbase、Uniswap、Arbitrum、Eigenlayer、Compound 與 Morpho 等生態系中最重要的協議。該公司已發表超過 27 篇研究論文，引用次數超過 1,000 次，並管理每日處理超過 4 億筆資料點的基礎設施，涵蓋 12 個以上的 L1 與 L2 網路。

選擇過程
Gauntlet 是基於以下原因被選中的：其在加密經濟研究與機制設計領域的深厚專業知識
曾在多個協議層級代幣經濟項目中展現的大規模實績
以量化為優先的方法論，這正是為ATOM建立嚴謹、數據驅動基礎所需的方式

Cosmos Labs 共收到業界 9 家研究機構針對 ATOM 代幣經濟 RFP 提出的提案。提案依「方法論深度」、「廠商可信度」與「價值貢獻」三大標準進行評估。從中選出 4 家進行更深入的分析與範疇討論，最終選定 Gauntlet。Gauntlet 在方法論深度上表現最為突出，符合其豐富的產業經驗。他們的提案清楚展現對兩個階段工作的完整理解：
Phase 1：提出嚴謹的鏈上資料管道，識別並區分 ATOM 持有者群體，並追蹤價值流動。
Phase 2：將通膨分析置於「Security Floor 框架」之下——先量化維持鏈安全所需的質押 APR，再根據利害關係人對通膨變化的敏感度，建構高於該底線的合理獎勵情境。這為社群提供了一個有原則、可防衛的基礎，作為未來 ATOM 質押獎勵機制設計的依據。

在可信度方面，Gauntlet 是業界最資深的量化研究機構之一，其模擬模型目前支援約 430 億美元 DeFi TVL 的生態系決策。他們的研究公開、可驗證且廣受引用，選擇這樣的合作夥伴能大幅降低執行風險，並為研究過程及其建議賦予高度可信度。

工作範疇
此次 16 週的合作自 2026 年 4 月 7 日 開始，至 7 月底結束，分為兩個研究階段。完整的《工作說明書》（Statement of Work）已張貼至 Cosmos Hub 論壇，有興趣者可前往查看完整細節。
Phase 1：實證資料診斷與持有者研究（9 週）
第一階段將建立 ATOM 經濟現況的全面、數據驅動圖像。Gauntlet 將建立專用鏈上資料管道，擷取歷史 ATOM 帳本資料，映射質押、IBC 與中心化交易所的資金流動，並將 ATOM 持有者區分成主要利害關係人族群。同時包含轉帳歸因分析、新 ATOM 持有者的交易後行為分析，以及目前質押經濟的基準評估（包含通膨排程、質押比率目標與驗證者收益）。
Phase 2：機制設計與模型開發（7 週）
在 Phase 1 成果基礎上，Gauntlet 將評估 ATOM 的更新安全與收益模型，包含多種收益與採用情境的具體建議與權衡分析，以及將發行率與質押參與度連結的量化模型。

這項研究將如何被運用，以及我們希望學到什麼本次研究的核心目標是建立對 ATOM 經濟動態的嚴謹、數據驅動理解，並以此指引代幣設計的可持續未來。具體而言，將回答三個相互關聯的問題：
1.ATOM 的經濟今天實際上是怎麼運作的？誰持有 ATOM、如何持有，以及不同持有者群體過去對供應端變更（如 Proposal 848）的反應為何？
2.現有模型能被修改到什麼程度？又該如何修改？透過量化通膨、質押參與度與網路安全的關係，定義出不會動搖生態系的變更界限。
3.可持續的前進道路是什麼？以上述基礎為依據，Gauntlet 將模擬通膨能否安全降低，以及企業採用與鏈上活動帶來的新收益來源，能如何在未來補充通膨發行。

此代幣經濟研究是 Cosmos Hub 與 ATOM 帶來持續效用的「雙管齊下」策略之一，另一支柱是：
1.新的 Hub 導向產品路線圖，將為 Cosmos Hub 帶來新活動與流動性。
2.重新定位 ATOM 的效用機制，讓其與上述路線圖所創造的價值完全對齊。

Hub 路線圖已在進行中，接下來幾週的代幣經濟研究進展，將為我們打造一個以實證為基礎的新效用機制，並由社群共同批准。下一步Phase 1 已正式啟動。研究進展將透過 Cosmos Hub 論壇公開分享。完整的《工作說明書》也已上架，歡迎大家深入了解。這是 Cosmos Hub 與 ATOM 歷史上一個重要的時刻。Cosmos Labs 期待與大家分享 Gauntlet 的研究成果。

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