GRT vs OSMO
The Graph and Osmosis scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.
Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.
What separates them
GRT scores 121 of 250 and ranks 63rd of 251. OSMO scores 93 and ranks 177th. GRT leads by 28 points, which is a wide enough margin that the framework is not ambivalent. GRT takes 19 of the 25 variables, OSMO takes 2, and 4 are level.
The framework rates GRT CAUTIOUS HOLD and OSMO PASS. Two tokens close enough to compare do not have to land in the same band, and where they do not, the divergence table below is where the split comes from.
2 variables separate them by 3 points or more. GRT is clear on Market Share (6 against 3) and Institutional Adoption (5 against 2).
Both score 3 or below on Buyback and Burn, BTC Alpha Potential. A weakness both sides share is not a reason to prefer either. It is a reason to check whether the category itself carries the problem.
OSMO still has 20.9% of its eventual supply to enter circulation against 5.8% for GRT. On the same market capitalisation, a buyer of OSMO is taking the 1.26x dilution path and a buyer of GRT the 1.06x one.
GRT is valued at $297.6M against $26.6M for OSMO, a 11.2x difference. The larger of the two also scores higher, so the market and the framework agree on the ordering here.
All 25 variables, head to head
Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.
Cash flow
| Protocol Revenue | 5 | 3 | GRT +2 | |
| Revenue Trend | 5 | 3 | GRT +2 | |
| P/S Multiple | 4 | 4 | level | |
| Real Staking Yield | 5 | 6 | OSMO +1 |
Supply
| Supply Inflation | 4 | 2 | GRT +2 | |
| Vesting Schedule | 5 | 4 | GRT +1 | |
| Circulating / FDV Ratio | 7 | 7 | level | |
| Buyback and Burn | 3 | 2 | GRT +1 |
Ownership
| Smart Money Flows | 4 | 3 | GRT +1 | |
| Insider Selling | 5 | 5 | level | |
| Holder Concentration | 5 | 4 | GRT +1 |
Traction
| TVL Trend | 4 | 3 | GRT +1 | |
| Active Users | 5 | 3 | GRT +2 | |
| Developer Activity | 6 | 5 | GRT +1 | |
| Network Growth | 5 | 3 | GRT +2 |
Position
| Market Share | 6 | 3 | GRT +3 | |
| Competitive Moat | 5 | 4 | GRT +1 | |
| Institutional Adoption | 5 | 2 | GRT +3 | |
| Exchange Depth | 6 | 4 | GRT +2 | |
| Social Mindshare | 4 | 3 | GRT +1 |
Risk
| Regulatory Safety | 7 | 6 | GRT +1 | |
| Catalyst Calendar | 4 | 3 | GRT +1 | |
| BTC Alpha Potential | 1 | 2 | OSMO +1 | |
| Team Execution | 5 | 5 | level | |
| Treasury Runway | 6 | 4 | GRT +2 |
Bars read outward from the centre: GRT to the left, OSMO to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.
Market and supply
| GRT | OSMO | |
|---|---|---|
| Price | $0.0272 | $0.0336 |
| Market cap | $297.6M | $26.6M |
| Circulating | 94.2% | 79.1% |
| Dilution to full supply | 1.06x | 1.26x |
| Off all-time high | -99.04% | -99.7% |
| To recover the high | 104.2x | 333.3x |
| Total value locked | not published | $72.0M |
| Network | Ethereum | Osmosis |
Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.
Catalyst and risk on each side
GRT · CAUTIOUS HOLD
GRT as default indexing layer for AI agents querying blockchain data; Arbitrum and L2 growth
Continuous token inflation from indexer/curator rewards; 99% down from ATH; query fees growing slowly vs token emissions
OSMO · PASS
Superfluid staking and concentrated liquidity pools may attract TVL back to Cosmos hub
Token inflation ~25% annually crushes real returns; IBC network losing ground to Solana and L2s
Common questions
- Is GRT or OSMO the better investment?
- On this framework GRT scores higher: 121 against 93 of 250, and it is rated CAUTIOUS HOLD against PASS. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and GRT still wins 19 of the 25 individual variables against OSMO.
- What is the biggest difference between GRT and OSMO?
- Market Share. GRT scores 6 of 10 there and OSMO scores 3, a gap of 3 points on a single variable.
- Which is bigger, GRT or OSMO?
- GRT is valued at $297.6M and OSMO at $26.6M on the latest market snapshot.
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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.