Bankless

139 - The Cosmos Thesis with Sunny Aggarwal & Zaki Manian

Oct 10, 2022

Zaki Manian, a crypto OG and advisor in the Cosmos ecosystem, and Sunny Aggarwal, founder of Blockchain at Berkeley, dive into the Cosmos Thesis. They discuss the unique approach of Cosmos compared to Ethereum, particularly its focus on sovereign application chains and the upcoming ATOM 2.0 enhancements. The pair reflect on the Cosmoverse conference, share insights on investment opportunities within the Cosmos ecosystem, and analyze the implications of mesh security and innovative asset models like Osmosis. Their insights paint a vibrant picture of the future of blockchain technology.

01:34:29

Creator website

Episode guests

Zaki Manian

Sunny Aggarwal

Highlights

AI Chapters

Episode notes

The Metamask of Cosmos

03:11

Fat Protocol

00:51

Uniswap on the Ethereum

01:12

Intro

2min

Exploring the Philosophical Alignment of Cosmos and Ethereum

2min

Exploring Investment Opportunities in Cosmos and Sponsorship Insights

4min

Cosmoverse Reflections and the Future of Cosmos

17min

Cosmos vs. Bitcoin: Trade-offs in Blockchain Security

9min

Osmosis: The Heart of Economic Security

12min

Exploring USDC on Cosmos and Advancements in Crypto Security

3min

Ethereum vs. Cosmos: A Blockchain Comparison

22min

Evolving Economics of Cosmos Hub

11min

10.

Neutrality and Security in the Cosmos Ecosystem

5min

11.

Navigating the Cosmos: Future of Atom and Community Values

8min

✨ 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.

------ 📣 Galxe | Explore Crypto’s #1 Credential Network https://bankless.cc/Galxe

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

----- 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

------ 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

----- 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

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.