Cosmos Hub Brasil 🇧🇷

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts: * L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected * L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026 Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path. First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum. This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead. We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs. What would I do today if I were an L2? * Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features * Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets * Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?) From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug. The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately). This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: ethresear.ch/t/combining-pr… and ethresear.ch/t/synchronous-… ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add. This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.

The 2026 Cosmos Stack Roadmap is live. Faster. Hyperconnected. Enterprise-ready. Let's dive in: x.com/cosmoslabs_io/…

The 2026 Cosmos Stack Roadmap is live. Faster. Hyperconnected. Enterprise-ready. Let's dive in: x.com/cosmoslabs_io/…

Had an amazing time with @0xMagmar. We’re totally aligned and excited to drive enterprise adoption of the Cosmos stack together! Welcome to Japan 🇯🇵

We are excited to welcome Dr. Bernhard Kronfellner, Partner and Associate Director at @BCG, to Cosmoverse 2025. With nearly two decades at BCG, Bernhard co-leads the firm’s digital asset business for Europe and the Middle East and serves as Global Lead for Metaverse in Banking. His work bridges strategy, regulation, and innovation - advising leading financial institutions and public-sector clients on the adoption of digital assets, tokenization, and Web3 infrastructure. With previous experience at J.P. Morgan in London, Bernhard brings both traditional finance depth and forward-looking clarity. He is also a university lecturer, co-founder, and angel investor in FinTech and Web3 startups, and advises regulators in Austria and Qatar on digital asset frameworks. In a recent BCG report he co-authored, Bernhard explores how forward-looking regulation is accelerating digital asset adoption among banks, asset managers, corporates, and public institutions - a trend that directly reflects Cosmos’ growing relevance as sovereign, interoperable infrastructure for compliant financial networks. His presence on stage at #Cosmoverse25 brings deep institutional and regulatory insight to a conference defining the future of sovereign, interoperable finance.

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Cosmos was right! Major institutions just announced the launch of sovereign L1 chains. 🔸Tempo (by Stripe) => L1 chain dedicated to stablecoins 🔸 @arc (by Circle) => L1 chain for stablecoin payments 🔸 @stable (by Tether/Bitfinex) => Specialized L1 for stablecoins 🔸 @PlasmaFDN (by Tether/Bitfinex) => Stablecoin-oriented L1 chain What are the odds that some of these projects will build on the Cosmos SDK and closely collaborate with Interchain Labs (ICL)? This would be a huge validation for the ICL leadership and @cosmoshub, which recently pivoted from building an EVM chain to supporting institutions and enterprises in launching their own L1 chains using Cosmos tech! Btw, Arc uses Malachite, a high-performance consensus engine developed by @informalinc. Hence, it's very likely the chain is built on the Cosmos SDK, as Informal Systems are the former developers of the Cosmos Tech Stack.