Cosmoverse 2025: The Future of Cosmos, the Cosmos Stack, Hub, and ATOM

At Cosmoverse 2025, Cosmos Labs’ team outlined where Cosmos is headed, how the stack is evolving, what’s next for the Cosmos Hub and ATOM, and why Cosmos EVM matters for institutions.

The team was tremendously excited to meet and discuss with builders on the ground! We’re looking forward to meeting everyone at Devconnect, for more updates on Cosmos, the Stack, and the ecosystem.

Cosmos Labs’ talks focused on enterprise adoption, payments and tokenization, and strengthening the Hub’s fundamentals on this new chapter for Cosmos. Let’s dive in, and do a recap of each presentation.

The roadmap’s core pillars:

The Future of Cosmos and its New Market
The Cosmos Stack Roadmap & New Features
The Cosmos Hub & ATOM Tokenomics Initiatives
Cosmos EVM: Unlocking Ethereum L1’s Potential

1 — Cosmos: Powering a New Era for Global Finance

Watch the keynote: https://www.youtube.com/watch?v=exH9Fbd0srs

Enterprises and institutions are building independent Layer 1 blockchains, and Cosmos is the stack they’re choosing.

In his keynote, Cosmos Labs Co-CEO Maghnus Mareneck described how Cosmos is the most-trusted Layer 1 blockchain stack, powering the largest network of vertically integrated L1s in the world.

Key takeaways:

The market is evolving. Finance & Fortune 500s are coming on-chain
Enterprises are choosing to build Layer 1s for their global chains
Cosmos is best positioned over any stack, L2s, or generalist L1
This shows in the users of the stack that Cosmos has gained in 2025: Figure, Ondo, Progmat, SWIFT, SMBC. The biggest RWAs and banks of the world are building on Cosmos
Together with the over +200 companies choosing Cosmos as their stack, including Polygon, Hyperliquid, Noble, Ripple, Binance
New chains announced: 2x CBDCs in partnership with Peersyst, and more blockchains in finance, banking, and government being built now

Mag also announced that Cosmos Labs and Peersyst are developing two CBDCs in Latin America. The Cosmos Labs Co-CEO gave other examples of recent enterprise use case in Cosmos that include Toki Finance’s Project Trinity with SMBC and MUFG-backed Progmat’s Project Pax, a SWIFT-integrated cross-border stablecoin network — both built with Japan’s biggest banking consortium.

2 — Cosmos Stack: The Roadmap & Opportunity

Watch Cosmos Labs Co-CEO Barry Plunkett’s talk - https://www.youtube.com/watch?v=iSmksuRsXuU

Cosmos Labs Co-CEO Barry Plunkett discussed how the Cosmos stack is changing to make it the leading option for on-chain payments and tokenization.

The updated roadmap focuses on improvements to performance, connectivity, EVM, control, and user experience for teams operating Cosmos chains. Barry also highlighted all the areas in which the ecosystem can build, help, and drive momentum forward by collaborating closely with Cosmos Labs.

Key takeaways:

There are two clear PMFs for enterprise L1s, tokenization & payments, Cosmos leads in this market in customers and technology
Performance roadmap — TPS and throughput upgrades to CometBFT with the goal of exceeding 10k+ TPS
Connectivity roadmap— The IBC integration to Solana is at the final stages of development, and the integrations to Base and other L2s are in audit.
Cosmos EVM roadmap — Adding parallel execution, IBC support, and IBC compatibility at the mempool level
Consensus roadmap— Adding proof-of-authority to the Cosmos SDK
New finance features — Cosmos Labs is adding native tokenization, banking, escrow and more features co-designed with tier-1 customers
Blockchain fleet management platform — Labs is launching a blockchain fleet management platform to make building chains easier

The development of IBC (interoperability) and CometBFT (Consensus) are focused on one goal: build the railways and the performance required for global finance at scale, enabling Cosmos chains to become the tokenization and payments infrastructure of the world.

In addition, the team is working on an enterprise-grade blockchain fleet manager to improve the user experience for teams who operate Cosmos chains.

How to contribute: Help us grow Cosmos and its technology! Cosmos Labs is seeking collaborators across asset issuance, RPC/services, neutral interoperability, attestation, and there are many areas which need work, or services that enterprises will need to scale (development, privacy, stablecoin onboarding).

More importantly — Cosmos new chain development platform will integrate validators and services to be offered to enterprises building their chains.

For those validators and builders seeking to participate in this, contact the team at cosmoslabs.io/contact or stay tuned to our updates on X.

3 — ATOM & Hub: Building new fundamentals.

Watch the talk on Youtube: https://www.youtube.com/watch?v=VqWQ-R5_ga4

The Cosmos Hub and ATOM can benefit from global finance moving on-chain, and Cosmos Labs is building a roadmap to capture that opportunity.

Key takeaways:

The Hub and ATOM can benefit from Stack adoption, and the adoption of the Stack can benefit the Hub.
To allow the Hub and ATOM to capture this opportunity requires building better fundamentals for ATOM as a token. There are three new initiatives to support this:
A stronger Hub team led by Robo, joined by Hypha now owning technical work fully, and Cosmos Labs as the roadmap lead. The tech roadmap includes Tokenfactory enablement and Comet performance upgrades, as well as other improvements.
An updated delegation program to promote Hub health, validator stability, reward valuable contributions via RFPs, and bootstrap community.
An ATOM tokenomics research & redesign process, a joint effort conducted with the community in the coming weeks and months.

Cosmos Labs CMO Nico Poggi and Ecosystem Growth Lead Robo explained that there are many products, features, and services that enterprise chains need, that the Cosmos Hub and ATOM can provide.

Such as, becoming a Hub for asset issuance, infrastructure like RPC services, and neutral interoperability rails for connecting financial networks (CBDCs, banking, etc…).

ATOM can also benefit from various sources of revenue and fees derived from licensing multiple stack-oriented products to banks and institutions. This value accrual model is becoming increasingly popular amongst products that serve enterprises, and is poised to drive significant utility for ATOM. For these products to make an impact, ATOM’s design and fundamentals need to evolve.

To accomplish this, we’re kicking off a coordinated tokenomics research workstream in collaboration with the community and independent research firms. This will be a 4-step process that occurs over the next few months:

Community, validators, builders, researchers: your input matters. Join our new tokenomics working group chat on telegram and reach out to the Cosmos Labs team to give feedback. Contact Robo on X or join the Cosmos Hub forum to get involved. You can expect the process to look like this:

4 — Beyond ETH: Using Cosmos to Advance EVM

Senior Engineer Vlad Jidkov on how Cosmos gives EVM institutions the upside of Ethereum’s permissionless ecosystem without the tradeoffs: https://www.youtube.com/watch?v=IIN6RRB2Qlk

Ethereum is the largest permissionless ecosystem with hundreds of billions in TVL, but it’s public by default, congested, and requires institutions to rely on third-party vendors for key services.

Cosmos EVM is the leading implementation for building an EVM-compatible Layer 1 blockchain. It allows an enterprise to own its infrastructure, use the Cosmos SDK’s flexibility, and retain full Ethereum compatibility.

An example use case for Cosmos EVM is a tokenized security exchange. It enables protocol-level compliance, zero external dependencies, and no exposure to rent-seeking or Ethereum gas fees. These benefits make it an excellent choice for institutions building EVM-compatible L1s.

We’re tremendously excited for the road ahead, and thankful for everyone’s support in pushing Cosmos forward.

Cosmos has the best stack, and now, a market it can win. Join us in building the future of global finance with Cosmos.

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Follow @cosmos for the latest updates, and connect with the team at cosmos.network

(A version of this post originally appeared on the Cosmos Community Blog on Medium.)