139 - The Cosmos Thesis with Sunny Aggarwal & Zaki Manian
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 10 October 2022
⏱️ 94 minutes
🧾️ Download transcript
Summary
✨ 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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Transcript
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| 0:00.0 | Welcome to Bankless, where we explore the frontier of internet money and internet finance. |
| 0:11.8 | This is how to get started, how to get better, how to front and run the opportunity. |
| 0:14.9 | This is Ryan Sean Adams. |
| 0:15.9 | I'm here with David Hoffman, and we're here to help you become more bankless. |
| 0:20.8 | Today, we are going to explore the cosmos together. |
| 0:24.4 | This is the cosmos thesis. |
| 0:26.1 | We brought on Zaki and Sunny, who are developers, app developers, and long time cosmos community |
| 0:31.7 | members to talk about the cosmos thesis. |
| 0:35.2 | This I think will give you a zero to 60 on cosmos in 90 minutes. |
| 0:39.2 | I think it's a canonical episode for this community, for this ecosystem. |
| 0:42.9 | In fact, the guests said, as they were leaving, this is probably the best cosmos episode |
| 0:47.3 | they've ever recorded. |
| 0:48.3 | You've never heard of it. |
| 0:49.3 | You'd be the judge after this episode. |
| 0:51.1 | A few things to look out for. |
| 0:52.1 | Number one, we talk about the cosmos thesis itself, how it's similar versus how it's different |
| 0:56.8 | to Ethereum. |
| 0:57.8 | Number two, we talk about Ethereum as a tree versus cosmos as a fungus. |
| 1:03.3 | If that makes no sense to you now, listen to the episode and you'll see what we mean. |
| 1:06.9 | The difference between the fat protocol thesis and the tall app thesis, that's another |
| 1:12.4 | distinction we make. |
| 1:13.4 | And Adam 2.0, a new white paper was just released with new token economics and a whole new |
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