Cosmos (ATOM)

🎶 爱情不过是二手情感 🎶

#ATOM 下降通道支撑位反弹🧐 Cosmos 正在从周线时间框架中下降通道形态的下边界反弹👀 价格走势保持在此关键支撑区上方，这可能为反转提供强有力的基础💁‍♂️ 目标等级：$2.80 → $5.55 → $8.00 → $10.50 → $14.50🎯 止损位：$1.65⛔️

Sphinx Protocol - 激励测试网 🛠️ 将于2026年第一季度上线 👇 什么是 @SphinxProtocol： ▫️基于 @cosmos SDK（CometBFT 共识 + CosmWasm）构建的 L1，面向机构商品衍生品——油气、电力等的期货、期权、永续合约，支持 24/7 交易。兼容 EVM。 测试网机会： ▫️完成 TaskOn 任务以获取 “Papyrus” 角色 → 激励测试网积分乘数提升 +4%。 先到先得 ➡️ https://t.co/8gfJulx3fa 🫡

Cosmos Hub ( $ATOM ) 网络快照 – 2026年2月14日 ⚛️📈 来自 @cosmos Hub 的最新链上脉搏。价格稳定在约 $2.20，质押率攀升至新高，治理因重大升级提案活跃。以下为完整拆解： 1. 核心网络 & 市场统计 - 总供应量: 493,302,764 $ATOM - 流通供应量: 493,295,851 $ATOM - 当前价格: $2.20 - 市值 / 完整市值: $1.09B – $1.10B - 区块时间: 5.87 秒 - 24h 交易数: 24,287 成功 (82 失败) - 质押 APR / APY: 14.77% / 15.9% (30日均值约 14.93%) - 质押比例: 61.50% (新 ATH 区域) - 总质押量: 303.19M $ATOM (~$667M) 2. 增长 & 活动 - 唯一地址数: 1,475,139 (24h ↓125 | 7d ↓6,257) - 唯一委托者数: 1,131,275 (24h +36) - 24h 活跃地址: 7,884 - 30日滚动活跃地址: 946,860 - 总质押变化: +0.1457% (24h) | +0.5755% (7d) | +3.5574% (30d) 3. 去中心化指标 - 基尼系数: 0.781 (仍然集中) - 中本系数: 4 (前 4 名控制 >50%) - 前 100 名委托者质押份额: 56.64% - 活跃验证者: 180 - 投票权低于平均的验证者: 144 - 不活跃验证者质押: 2.6M $ATOM (~0.87% | ~$5.8M) 4. 撤销委托 & 流动性信号 - 解锁期: 21 天 - 待处理撤销: ~509K (1d) | ~1.6M (7d) | ~7.2M $ATOM (全部) - 待处理数量: 7,461 - 撤销占总供应比例: 1.47% - 占未质押供应比例: 3.81% 5. 液体质押 (最近 24h) - 总液体质押量: ~6.13M $ATOM (↓370K) - Stride: ~3.49M $ATOM (主导, ↓379K) - Drop: ~2.62M $ATOM (+1.2K) - Quicksilver: ~18.5K $ATOM → 净流出仍在继续，但 Drop 显示出轻微韧性。 6. 代币销毁活动 - 累计销毁: 50,147 $ATOM (~$217K，按当前价格) - 最近 30 天: 1,311 $ATOM - 最近 7 天: 324 $ATOM - 今日: 34 $ATOM - 最大销毁日: 153 $ATOM (2025年12月4日) → 稳定的通缩压力在累积。 7. 按投票权排名的验证者 1. Coinbase01 – 18.25% (~54.9M $ATOM) | 20% 佣金 2. Upbit Staking – 6.61% (~19.9M) | 100% 佣金 3. Cosmostation – 5.07% (~15.2M) | 5–20% 4. Kiln – 3.99% (~12.0M) | 8–20% 5. Everstake – 3.90% (~11.7M) | 8–20% 6. Kraken01 – 3.86% (~11.6M) | 10–20% 7. DokiaCapital – 2.87% (~8.6M) | 15% 8. Ledger by Chorus One – 2.87% (~8.6M) | 7.5% 9. Blockdaemon – 2.71% (~8.2M) | 10% 10. Binance Node – 2.49% (~7.5M) | 5% 8. 活跃治理提案 - #1024: Gaia v26.0.0 升级 – 投票中 | 4,733 票 | 89 位验证者 | 同意率 34.76% | 剩余 1天 20小时 🌐链接: https://t.co/Fw0Qvyg227 - #1023: 恢复 Bostrom 的 IBC 客户端 – 已否决 9. 每周概览 (2月1–7日) - 价格: $2.00 (+3.1%) - 活跃地址: 84,860 - 交易数: 220,653 - 销毁量: 366.6 $ATOM - 质押量: 301.4M (+0.8%) - 撤销委托: 7,850 (124.6K $ATOM) - 基尼 / 中本: 0.779 / 4 10. 按余额排名的顶级地址 1. bonded_tokens_pool – 299.9M $ATOM (60.8%) 2. distribution – 25.3M $ATOM 3. cosmos1p3ucd... – 22.5M $ATOM ... (众多大型钱包 & 池) 快速要点 $ATOM 价格 $2.20，市值 $1.09B，质押率 61.5%（数月最高），APR 仍约 15% 有吸引力。销毁量持续上升，液体质押出现流出，但中本系数保持在 4，仍是去中心化关注点。Gaia v26 大升级投票正进行中——可能成为催化剂。 来源: @SmartStake Cosmos 终于醒来了？还是仍在累积？留下你的看法 👇 #CosmosHub #ATOM #CosmosEcosystem #CryptoStaking #DeFi #Blockchain #TokenBurn #LiquidStaking #Web3 #OnChain

人们低估了 Cosmos 技术。所有去中心化投机者只会抱怨代币价格，而他们恰恰是迫使牺牲可持续性，以追求短期价格波动和更多加密赌场项目的人。 在这场技术革命中，长期愿景是关键！

Hodl & get rewarded $Atom gave Tia, Dym & Saga (Stake in 2022) $Tia -> Dym & Saga (2023年质押) $Zk get rewarded by holding $arb or $OP (2024) $ESP did the same for Layer zero, Hyperlane, eigen, etc... Of course, $ value is lower if sold early but ON CHAIN matter 明白吗？ https://t.co/KFyG3lkxU6

When $ATOM Gets Paid (Part3): Router > Religion Forget "ecosystem token." Forget " $ATOM is the ETH of Cosmos." * @Ripple 在 Cosmos 堆栈上发布了一个 EVM 侧链。未触及 $ATOM。 * @OndoFinance 正在 Cosmos 上构建代币化市场轨道。未触及 $ATOM。 * Telegram/TAC、@mantra_chain、@Lombard_Finance、@Figure —— 全部在该堆栈中。均未通过 Hub 路由。 The stack is winning. The token? Not so much. More chains means more potential Hub traffic - but potential isn't revenue. You can't tax an SDK. You can toll a route. -- What "router" actually means The only way $ATOM captures value is if the Cosmos Hub becomes a router - infrastructure that sits in the middle of real cross-chain flows and charges for the service. Not a landlord. Not a brand. Not a mascot. A router. The question isn't "does Cosmos win?" It's: does the Hub handle traffic someone will pay for? Everything below is graded against that standard. -- Fee surfaces - graded honestly -- 1. IBC Eureka routing fees Eureka brought Ethereum onto IBC in April 2025. Solana, Base, and Arbitrum are on the 2026 roadmap. First time there's real cross-ecosystem volume to route. If the Hub becomes the preferred crossing - fast batching, reliable settlement, lower cost - it can toll that traffic. Catch: Eureka enables direct chain-to-chain links. You can route around the Hub. Verdict: Plausible - but the Hub has to earn its position through speed and cost, not assume it. If chains bypass it, this surface is zero. -- 2. Neutral settlement + compliance middleware Stablecoin/FX primitives, RWA settlement, compliance toolkits that enterprises plug into because the Hub is neutral - no competing commercial product on the other side. Most defensible fee surface. Enterprises pay for interop, compliance, and reliability as a service. The Hub has no competing commercial interest - that's its edge. Reality check: none of this is live yet. Primitives need to ship. Toolkits need to be production‑grade. Verdict: Best long‑run surface - but it's a build, not a brand. Earliest realistic: late 2026. Enterprise timelines are slow, mired in legal and compliance. This isn't agile development. -- 3. Cosmos-as-Red‑Hat (off‑chain revenue) SLAs, audits, LTS branches, managed upgrades. @cosmoslabs_io is reportedly closing enterprise deals. Most immediately real revenue stream in the ecosystem right now. The paradox: revenue goes to @cosmoslabs_io the company, not $ATOM the token. Red Hat made billions. Linux kernel contributors didn't. Unless there's explicit on‑chain routing - fee‑share, buybacks, staker rewards - this is a Cosmos Labs equity story. Verdict: Stack‑bullish. Token‑neutral until the wiring exists. -- 4. Interchain Security (ICS) Was designed to be the " $ATOM gets paid" mechanism: Hub validators secure external chains, earn a cut of fees. In practice, the highest‑profile chains self‑validated, consumer chains left or shut down, and the 2026 stack roadmap doesn't mention ICS at all. Development is in maintenance mode. Hub operations teams are scoping deprecation work. Verdict: Dead end. The market tested "shared security as a product" and said no. Reinforces why the router model - charge for routing, not for security - is the path forward. -- 5. PoA enterprise chains + Hub interop Native PoA lets banks and fintechs run permissioned chains without a staking token. These chains still need to connect outward - the Hub could be that gateway. Fastest‑growing use case. Slowest BD cycle. 6‑18 months per deal. No CT signal. Verdict: High‑fit, but 2027+ timeline. Don't expect hype. -- RWA is the near‑term toll road If any fee surface generates revenue first, it's probably here. Tokenized US Treasuries crossed ~$10B AUM - up from ~$5‑6B mid‑2025. Stablecoins at ~$250B. Citi estimates tokenized assets could reach $4‑5T by 2030. Institutions are already building on the Cosmos stack: ▫️ @OndoFinance - Ondo GM on Cosmos Stack. Bridges tokenized assets to public‑market liquidity. Moved ~$95M into BlackRock's BUIDL fund. ▫️ @Lombard_Finance - BTC as institutional collateral. Cosmos‑based Lombard Ledger. $1B TVL in first 3 months. ▫️ @Injective - digital‑securities infrastructure for institutional issuance and trading. ▫️ @ZIGChain - brokerage rails + blockchain settlement, partnered with Apex Group ($3.4T fund admin). ▫️ @provenancefdn / @Figure - leading non‑bank HELOC lender in the US, on Cosmos. ▫️ @progmat_en - Japan's largest regulated tokenization platform. Joint venture of MUFG, Mizuho, SMB. The pipeline is real. The revenue path to $ATOM is not - yet. If the Hub becomes the default router and settlement layer for this traffic, there's an obvious, chargeable service. If it doesn't, these remain proof that the stack wins while the token watches. -- What's wishful thinking ▫️ "SDK adoption tax." The SDK is permissive by design. You can't add rent to open source after the fact. ▫️ "Just add EVM." EVM compatibility is table stakes. @LayerZero_Labs just launched its own L1 with Citadel, DTCC, and ICE behind it. The moat is flows, not another VM. ▫️ "Narrative routing." If value‑routing to $ATOM depends on governance politics, nobody trusts it. It has to be automatic, measurable, auditable - or it's just vibes. -- The tokenomics RFP - the silence is the signal The tokenomics‑research RFP was the process meant to answer "how does $ATOM capture any of this?" Proposals were due in January 2026. As of mid‑February - little public update. Fair: good modeling takes time. Doing it right matters more than doing it fast. Also fair: the stack team ships at pace - v25.3.0 went live in January, Cosmos EVM is being adopted by Ripple and Telegram, IBC Eureka is connecting ecosystems. The one process meant to solve token value capture is quiet while everything around it accelerates. Every month that gap stays open, the market prices $ATOM accordingly. What a credible outcome looks like: ▫️ Fee mechanisms tied to shipped Hub services - not hypothetical ones ▫️ Explicit revenue routing with numbers: fees -> stakers, buybacks, or burns ▫️ Inflation that actually drops (target: low single‑digits, down from 7‑20%) ▫️ A vote and implementation timeline What governance theater looks like: ▫️ PDFs and "further research" -- What has to be true by end of 2026 ▫️ At least one Hub fee surface live with measurable revenue ▫️ Tokenomics redesign shipped on‑chain - not as a paper ▫️ Inflation below 5% ▫️ IBC Eureka beyond Ethereum - Solana, Base, or Arbitrum, at least one live ▫️ A named enterprise paying for Hub services with a visible route to $ATOM All five -> oh man! $ATOM starts looking like infrastructure equity with a token attached. Router > Religion becomes real. Three or more -> the router starts feeling real. Attainable, but a lot of work. Zero or one -> the stack keeps winning, $ATOM stays a spectator, and the bear case from Part 2 becomes the permanent state. That's the honest trade. ⚛️ Part 1: Cosmos Is Running the Linux Playbook. $ATOM Is the Open Question. https://t.co/PdTnkjxMQX Part 2: If Cosmos is “Linux,” where does $ATOM get paid? https://t.co/6BJixcVszk -- NFA. DYOR. Not a paid post. Sources: ▫️ Cosmos Stack 2026 Roadmap: https://t.co/8AokCfWqJ6 ▫️ ATOM Tokenomics RFP: https://t.co/RYUP3obipT ▫️ IBC Eureka walkthrough: https://t.co/ACVMrcOjZE ▫️ Real‑World Assets on Cosmos: https://t.co/aic3NiyjKV ▫️ LayerZero announces Zero L1: https://t.co/vEiWqQYm4o ▫️ Cosmos EVM: https://t.co/UZwxhccRYn

Cosmos缺少什么，以及区块链技术的独特卖点是什么。 国家级安全。 只有ETH。

. @grok 这会如何影响 $Atom Cosmos 价格 https://t.co/76pDoMs6oW