PASS

Osmosis (OSMO)

Cosmos DEX with heavy inflation and declining TVL dominance as IBC network fragments

Ranked 177th of 251 rated tokens. Scoring pass 11 Jun 2026.

Score
93/250
177th of 251
Percentile
29.9%
of the rated universe
Circulating
78.4%
21.6% of value still to vest
Off all-time high
-99.75%
400x to recover
OsmosisNative L1-7 since last pass
01

What the numbers say

OSMO scores 93 of 250 across the 25-variable framework, which places it 177th of 251 rated tokens and inside the lower half of the set. The framework verdict is PASS.

The score rests on Real Staking Yield 6/10, 17th of 251, Insider Selling 5/10, 42nd of 251, Circulating / FDV Ratio 7/10, 46th of 251 and Regulatory Safety 6/10, 52nd of 251.

Against the same universe, OSMO sits in the bottom third on Supply Inflation 2/10, 228th of 251, BTC Alpha Potential 2/10, 200th of 251, Institutional Adoption 2/10, 192nd of 251 and Vesting Schedule 4/10, 181st of 251. These are the variables that would have to move for the verdict to change.

Only 78.4% of OSMO's maximum supply is in circulation, so 1.28x the current float is still scheduled to arrive. Holding price per token flat while the rest enters circulation implies 21.6% of the fully diluted value sitting ahead of today's holders. That is a real but manageable overhang.

OSMO trades 99.75% below its all-time high of $11.25. Recovering that level is a 400x move, not a 99.75% one, which is the arithmetic most drawdown charts hide.

The framework score lost 7 points against the previous pass (100 to 93). Revisions of this size follow a change in the underlying variables, not a change in price.

$72.0M sits in the protocol. The token is capitalised below the value locked in the protocol.

02

25-variable breakdown

Each variable is scored 1 to 10 and ranked against every other rated token, so a 7 that ranks 20th means something different from a 7 that ranks 180th. The rank is the part that is hard to get anywhere else.

Cash flow

Cash flow variables for OSMO, scored 1 to 10 and ranked against 251 tokens
Protocol Revenue
398th of 251
Revenue Trend
3117th of 251
P/S Multiple
4104th of 251
Real Staking Yield
617th of 251

Supply

Supply variables for OSMO, scored 1 to 10 and ranked against 251 tokens
Supply Inflation
2228th of 251
Vesting Schedule
4181st of 251
Circulating / FDV Ratio
746th of 251
Buyback and Burn
2114th of 251

Ownership

Ownership variables for OSMO, scored 1 to 10 and ranked against 251 tokens
Smart Money Flows
3149th of 251
Insider Selling
542nd of 251
Holder Concentration
458th of 251

Traction

Traction variables for OSMO, scored 1 to 10 and ranked against 251 tokens
TVL Trend
3111th of 251
Active Users
3149th of 251
Developer Activity
583rd of 251
Network Growth
3156th of 251

Position

Position variables for OSMO, scored 1 to 10 and ranked against 251 tokens
Market Share
3131st of 251
Competitive Moat
4114th of 251
Institutional Adoption
2192nd of 251
Exchange Depth
4157th of 251
Social Mindshare
3157th of 251

Risk

Risk variables for OSMO, scored 1 to 10 and ranked against 251 tokens
Regulatory Safety
652nd of 251
Catalyst Calendar
3158th of 251
BTC Alpha Potential
2200th of 251
Team Execution
574th of 251
Treasury Runway
4181st of 251

The vertical tick on each bar marks the median score across all 251 rated tokens, so a bar ending left of the tick is below the universe on that variable.

03

Catalyst and risk

Next catalyst

Superfluid staking and concentrated liquidity pools may attract TVL back to Cosmos hub

Principal risk

Token inflation ~25% annually crushes real returns; IBC network losing ground to Solana and L2s

04

Market and supply

Price$0.0284
Market cap$22.2Mrank 752
All-time high$11.254 Mar 2022
Circulating supply783,696,186
Eventual supply (max supply)1,000,000,000
Dilution to full supply1.28x
Total value locked$72.0M
Listed onBinance, Kraken, Osmosis DEX

Price, market cap, supply and all-time high from CoinGecko, fetched 6 Aug 2026. The 25 scores come from the research pass dated 11 Jun 2026 and don't move with price.

05

Tokens with a similar profile

These are the closest matches to OSMO measured on the shape of all 25 variables after removing overall quality, so what they share is a pattern of strengths and weaknesses rather than a similar size or price.

06

Sources

  • [CoinGecko] OSMO down ~99.4% from ATH of $11.25
  • [DeFiLlama] Osmosis TVL ~$72M, declining as Cosmos network loses momentum
  • [Osmosis Docs] Annual inflation rate ~25%, funded by protocol emissionslink dead, claim unverified

One source link above no longer resolves, so we stripped the hyperlink rather than leave something that looks like evidence until you click it. The claims stay visible because they are part of the research record, but treat them as unverified. Every link was rechecked 6 Aug 2026.

07

Common questions

What is the Early Thunder score for Osmosis (OSMO)?
OSMO scores 93 out of 250 on the 25-variable framework, ranking 177th of 251 rated tokens (lower half). The framework verdict is PASS.
What are OSMO's strongest fundamentals?
OSMO ranks highest on Real Staking Yield 6/10, 17th of 251, Insider Selling 5/10, 42nd of 251, Circulating / FDV Ratio 7/10, 46th of 251 and Regulatory Safety 6/10, 52nd of 251. Ranks are measured against all 251 tokens in the same scoring pass.
What are the weakest parts of the OSMO thesis?
OSMO scores in the bottom third of the universe on Supply Inflation 2/10, 228th of 251, BTC Alpha Potential 2/10, 200th of 251, Institutional Adoption 2/10, 192nd of 251 and Vesting Schedule 4/10, 181st of 251. The single risk carried on the scorecard is: Token inflation ~25% annually crushes real returns; IBC network losing ground to Solana and L2s
How much OSMO supply is still to enter circulation?
78.4% of eventual OSMO supply is circulating today, leaving 1.28x the current float still to arrive. At a flat price per token that is 21.6% of fully diluted value ahead of current holders.
How far is OSMO from its all-time high?
OSMO trades 99.75% below its all-time high of $11.25. Returning to that high requires a 400x move from the level used in this scoring pass.
Which tokens have a similar profile to OSMO?
Measured on the shape of all 25 scored variables rather than on price, the closest matches to OSMO are KAVA (80), EGLD (85), VELO (121) and GLMR (94). Similarity here means the same pattern of strengths and weaknesses, not a similar market cap.
What is the next catalyst for OSMO?
Superfluid staking and concentrated liquidity pools may attract TVL back to Cosmos hub

Keep reading

Research and analysis, not investment advice. Scores are one framework applied consistently across 251 tokens, not a prediction of price.