⚠️Cosmos’ collapse may be a warning shot for Web3! 1/ $ATOM is down 90%. Other Cosmos tokens like $OSMO, $JUNO, $INJ are down 70–99%. From Celestia to Osmosis, the same loop keeps repeating: Airdrop → Pump → Dump → Die Speculation drives out builders. Trust and capital are drained. The dream of an “Internet of Blockchains” is trapped in an airdrop economy. 2/ Cosmos didn’t collapse by accident. It reflects a broader fake business model plaguing Web3: Token → Airdrop → Hype → Liquidity → Exit → Collapse This isn’t business logic — it’s an incentive loop. It works short-term. But always breaks long-term. 3/ Some false assumptions that keep repeating: • Airdrop ≠ user growth • TVL ≠ product retention • Price ≠ revenue model Web3 isn’t incapable of monetizing — most projects just never tried building sustainable models. 4/ Cosmos’ structural problems are clear: • Appchains don’t feed value back to $ATOM (also true for many L2s and parachains) • $ATOM has no demand-side usage; inflation hurts holders • Governance drama erodes trust • Airdrop economics pushes away builders • No user value loop 5/ The bigger issue: Cosmos is not alone. Most L1s and L2s suffer the same: ✅ Strong tech ❌ Weak users ✅ Narratives ❌ No revenue logic Web3 isn’t failing to scale — it’s failing to monetize beyond speculation. 6/ So what does real business logic look like? ✔️ Solve real user problems ✔️ Users pay for services ✔️ Projects earn revenue ✔️ Revenue improves the product ✔️ A self-sustaining loop forms It’s simple — but rare. 7/ To be clear — we’re not saying @Polkadot has fully escaped this trap. But at least: • It never relied on airdrops (for better or worse) • It never hyped TVL • It’s been heads-down building hard tech • Since 2024, it has shifted toward productization and usability 8/ So, What’s happening in @Polkadot now? 1⃣Supply-side: A DOT supply cap and reduced inflation are being voted on. 2⃣Demand-side: DOT demand is getting real. It’s not just for Coretime anymore. With Polkadot Hub launching soon and DOT as the main gas token — plus DeFi picking up — real utility is coming into play. 3⃣Security cost: PoS costs ~$500M/year. PoP aims to cut that to ~$90M, or even offset it via Coretime sales. 4⃣JAM Protocol: A new architecture to replace the relay chain, dramatically lowering dev cost + boosting compute power. 5⃣On the product side, don’t overlook the Polkadot App With Polkadot Pay and a non-custodial Visa card, $DOT is entering real-world spending. 9/ Polkadot is rebuilding infrastructure as a business model: • DOT = payment unit for compute • JAM = next-gen decentralized Web3 cloud • Coretime = on-demand blockspace marketplace • Elastic Scaling = chains grow with usage • One-click deployment = rollups/appchains via @PolkadotDeploy • Polkadot Hub = EVM+PVM apps with DOT as gas • PoP = cheaper, more democratic security • Deflationary model = supply cap to protect holders 10/ That leads to a true economic loop: DOT → Rent Coretime → Launch service → Earn revenue → Scale up → Demand more DOT Not based on airdrops. Not based on hype. But on actual usage. This is what a real Web3 economy should look like. 11/ Cosmos’ collapse is a mirror held up to Web3. Polkadot is far from perfect — but it’s evolving from: Speculation → Infrastructure → Real Economy And that could make all the difference in the long run.

🔥 Kalau lo main di ekosistem Cosmos dan belum tau @noble_xyz, Lo ketinggalan kereta 🚆 Mereka bawa USDC native ke Cosmos — no bridge, no BS. Next narrative? Real yield dari real asset. #USDN #CosmosHub #Stablecoins

wake up scroll @billions_ntwk see ZK onboarding + proof of human/AI no seed phrase, one tap join scroll @union_build see Voyager bridging test asset via ZK light client rollup ↔ L2 ↔ Cosmos ↔ Bitcoin check LBs keep yapping modular ZK season just starting

Zorb floats at the edge of the cosmos. Not a planet. Not a star. But the moment before both. Alive with color. Silent with power. #Zorb

Religion as we understand it is not about the dogma but about the method of orientation of the cosmos. Religion is about the structure of your brain more than the structure of the text. Does history happen in a straight line from past to present? Congratulations you are a secular jew.

GM GM Web3 It’s InfoFi season, and showing up is still the alpha. @cysic_xyz – accelerating zero-knowledge at the hardware level with custom ASICs, GPU scaling, and a Proof-of-Compute model. Designed for speed, security, and massive proof throughput to make ZK truly scalable. @union_build – delivering subsecond cross-chain messaging through zk-IBC, secured by Bitcoin, with universal liquidity routing. Infrastructure built for real interoperability and chain abstraction at scale. Early eyes on infra like this pay off.