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.
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.
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
| Protocol Revenue | 3 | 98th of 251 | |
| Revenue Trend | 3 | 117th of 251 | |
| P/S Multiple | 4 | 104th of 251 | |
| Real Staking Yield | 6 | 17th of 251 |
Supply
| Supply Inflation | 2 | 228th of 251 | |
| Vesting Schedule | 4 | 181st of 251 | |
| Circulating / FDV Ratio | 7 | 46th of 251 | |
| Buyback and Burn | 2 | 114th of 251 |
Ownership
| Smart Money Flows | 3 | 149th of 251 | |
| Insider Selling | 5 | 42nd of 251 | |
| Holder Concentration | 4 | 58th of 251 |
Traction
| TVL Trend | 3 | 111th of 251 | |
| Active Users | 3 | 149th of 251 | |
| Developer Activity | 5 | 83rd of 251 | |
| Network Growth | 3 | 156th of 251 |
Position
| Market Share | 3 | 131st of 251 | |
| Competitive Moat | 4 | 114th of 251 | |
| Institutional Adoption | 2 | 192nd of 251 | |
| Exchange Depth | 4 | 157th of 251 | |
| Social Mindshare | 3 | 157th of 251 |
Risk
| Regulatory Safety | 6 | 52nd of 251 | |
| Catalyst Calendar | 3 | 158th of 251 | |
| BTC Alpha Potential | 2 | 200th of 251 | |
| Team Execution | 5 | 74th of 251 | |
| Treasury Runway | 4 | 181st 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.
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
Market and supply
| Price | $0.0284 |
| Market cap | $22.2Mrank 752 |
| All-time high | $11.254 Mar 2022 |
| Circulating supply | 783,696,186 |
| Eventual supply (max supply) | 1,000,000,000 |
| Dilution to full supply | 1.28x |
| Total value locked | $72.0M |
| Listed on | Binance, 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.
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.
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.
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.