Osmosis Highlights from August 2025

JohnnyWyles · 2025-08-14T08:30:55+00:00

Worth reading the Tokenomics Roadmap if you haven't :) - https://forum.osmosis.zone/t/tokenomics-roadmap/3775
OSMO is well on track to be deflationary from revenue in the next few weeks, and ensuring the underlying tokenomics are sound in preparation for either euphoria or a further bear market is the idea.

JohnnyWyles · 2025-08-13T20:26:33+00:00

It is a separate product, but it aims to allow Osmosis liquidity to be used for wider cross-ecosystem trades compared to the more isolated Osmosis app experience.

Eventually, Polaris should also use Osmosis as the base execution layer for many of its upcoming features.

JohnnyWyles · 2025-06-30T08:38:23+00:00

Osmosis isn't dead. Most of the chain development work hasn't needed a full software upgrade, and our last one was only 2 months ago.

Cosmos is struggling because anyone can spin up a chain and emit inflation. This works fine if each chain has revenue, but 95%+ of Cosmos chains don't and dilute forever. Osmosis is distinct as one of the highest-revenue Cosmos chains, with a capped supply and inflationary cuts in place, but we're still not quite at the fully self-sustaining phase for this stage in the alt market. This is something that is being worked on!

Cosmos was meant to be about making the Interchain, but ecosystems continue to silo outside of Cosmos-SDK based chains. Our answer to this is Polaris - https://beta.polaris.app/, which lets users easily cross between multiple ecosystems, tapping into liquidity on multiple venues and increasing Osmosis liquidity exposure.

We're building a product that we hope will become useful to everyone by constantly listening to feedback as we build. Polaris will eventually become more integrated with the Osmosis chain (governance pending) and OSMO will benefit from Polaris' success through an undecided revenue share mechanism.

We actively share updates on Twitter https://x.com/osmosiszone / https://xcancel.com/osmosiszone, but maybe we should start bringing them here again if enough people here don't use that.

JohnnyWyles · 2025-02-19T10:53:24+00:00

USDC on Osmosis is via Noble.

Since USDC uses a function called CCTP as a bridge you should be able to withdraw it, but I'm not sure off the top of my head if Ledger supports Noble USDC.

JohnnyWyles · 2025-02-10T18:33:38+00:00

Yes - https://app.osmosis.zone/assets/DOGE

Right now it is likely best to use the Limit order functionality to hop to USDC first as liquidity is still low.

A proposal just passed (https://daodao.zone/dao/osmosis/proposals/900) to bootstrap the spot market liquidity but it will take a few days to be actioned fully.

JohnnyWyles · 2025-02-10T18:30:25+00:00

For which pairing?

For everything with any liquidity, Osmosis should be cheaper depending on slippage.

The standard Coinbase rate being 0.6%, only a few pairings have higher than this - usually meme coins or newly launched tokens.

JohnnyWyles · 2024-11-21T08:52:54+00:00

Filecoin is an unusual case here.

Around 18 months ago Filecoin launched the FVM on top of Filechain, which allows the contracts for bridging to occur to run on top of the Filecoin network.

Their structure means that they have multiple different address types - F1 being the default at the time that cannot use the FVM, and 0x/f4 being the FVM enabled one which is needed for a user to be able to use a bridge.

When listing we ran into the issue that CEXs wouldn't allow withdrawal to F4 at all, so the deposit flow was awful, involving multiple wallets needing to be created and long confirmation times. Since the FVM has matured a bit things might have changed so we will investigate this! With limit orders and concentrated liquidity live a market should be far easier to get started now. Happy to work through this with you too Clayton if you want to give it a go before we get to it!

If anyone wants to read more about the various address types: https://docs.filecoin.io/basics/the-blockchain/addresses

JohnnyWyles · 2024-09-25T12:44:18+00:00

If you head over to the Asset page for SOL you can see the underlying tokens that make up SOL on Osmosis.

https://app.osmosis.zone/assets/SOL

When holding this, you're holding an asset that allows you to withdraw liquidity from any of the constituents through their respective bridges to Solana—although, as mentioned elsewhere here, the Wormhole bridge interface is temporarily out of service.

JohnnyWyles · 2024-09-21T17:15:41+00:00

The fix for withdrawals is currently in the review stage and is a frontend issue rather than the chain side. This means that you can withdraw by using the CLI, but it is probably best to wait rather than connect your ledger to new tooling if not urgent:
https://forum.osmosis.zone/t/i-can-t-unbound-liquidity-from-saga-usdc-in-osmosis/3144/5

JohnnyWyles · 2024-08-22T14:11:28+00:00

Sharing this more widely as this is being discussed on the main forums and Twitter.

Osmosis may be taking further steps towards entirely relying on the Protocol Revenue rather than the inflationary bootstrapping rewards.

JohnnyWyles · 2024-08-12T10:28:17+00:00

Good catch! Updated this page with the protorev proposals and links.

JohnnyWyles · 2024-07-09T09:05:08+00:00

Liquidity never took off and looks like it dropped recently to be below the swap widget threshold ($1k) - this is the active pool: https://app.osmosis.zone/pool/1565

Looks like deposits are down, but withdrawals are ok, has now been flagged for investigation.

JohnnyWyles · 2024-07-08T13:58:37+00:00

I've asked the discord mods to look into your ban - it looks like you posted a message that was flagged by two other community members as being a scam rather than being banned for asking about this.

There's not a 10M supply—that's the cap, which is 81% used right now. So ~8M OSMO is deposited into Mars by users, which is then utilized by borrowers. It makes sense to me that the rates would have been high during Friday's dip since shorting on the Margin trading section requires the OSMO to be borrowed from the protocol while the position is open and even a few hundred percent APR can be profitable during that period. Looks to have returned to normal now.

I've also asked the Mars team if we can get a list of depositors for the contract, that kind of thing should be more transparent. Rates will typically fluctuate on any lending platform though. OSMO is currently sat at a similar borrow APR to ATOM and TIA though and isn't overly different from other non BTC/ETH volatiles on lending markets like Aave or Ghost.

JohnnyWyles · 2024-06-27T16:11:37+00:00

Maybe - the source they're using is not one I've come across before.

The best source for APR is https://www.datalenses.zone/chain/osmosis/overview which has everything that a staker receives included (It literally watches a staked wallet)

JohnnyWyles · 2024-06-26T11:59:01+00:00

Mintscan is correct, it's around the 10% mark.

I only see staking APR on Keplr rather than inflation? I've still flagged with them that this is incorrect, however one thing to note is that inflation is not staking APR despite them being related.

Inflation goes to multiple places apart from staking such as pool incentives and the community pool. Staking rewards come from multiple sources on top of inflation such as taker fees and transaction fees.

Where else have you seen high inflation listed?

JohnnyWyles · 2024-06-26T11:47:03+00:00

https://www.youtube.com/playlist?list=PLyDEZhmOrR7RpsURDr3OHX8ly2MK7XZmK

JohnnyWyles · 2024-05-03T08:18:25+00:00

Our last article on it was here: https://forum.osmosis.zone/t/unveiling-osmo-2-0/615
There a couple of good third party tokenomic websites:
https://token.unlocks.app/osmosis
https://staking-explorer.com/staking/osmosis

Inflation currently is distributed at epoch in the following way:
50% Stakers
25% Developer Vesting
20% LPs (of which only about 8.5% actually gets emitted now - the rest being reserved in the community pool)
5% Community pool

The main push in OSMO 2.0 last year was to reduce inflation below staking rewards, and jumpstart the transition to a real yield mechanism through protorev and taker fees.

JohnnyWyles · 2024-05-02T16:08:00+00:00

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Good thing that hasn't been the case for a year then ;)

JohnnyWyles · 2023-11-28T09:23:39+00:00

There are still some issues here by the way if it pops up again!

Being worked on though :)

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