The following report outlines key factors supporting a bullish case for Osmosis and the $OSMO token. There have been significant changes at the protocol level that can trigger a repricing, similar to Injective’s outperformance in 2023.
Despite the advent of Ethereum L2s and rollups, Cosmos remains the go-to place to maximize the development of appchains and ensure token value accrual at the same time.
Since the start of 2023 we have seen tokens like $INJ, $FET, $AKT, $RUNE, and most recently $KUJI outperform while public attention focused on what the value accrual for L2 tokens actually is.
We don’t think that this outperformance is a coincidence, and we argue that this is the market providing evidence of what a repricing looks like for application-specific chains.
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