Recently looking into Osmosis and Cosmos Hub's fusion plan, I found some details worth paying attention to.



Their approach is actually quite interesting; they chose not to issue new ATOM tokens, but instead plan to use DEX revenue for buybacks. At first glance, it sounds like a good design, but upon closer thought, there are indeed many hidden concerns.

My biggest worry is liquidity issues. Once the unlocked supply is released, if market liquidity can't keep up, it could lead to a dump. This kind of situation is not uncommon in the Cosmos ecosystem, so this risk shouldn't be underestimated.

However, on the other hand, this fusion plan isn't entirely without opportunities. If Osmosis's DEX can truly attract more users and boost trading volume, it might actually become a good entry point. At that time, the buyback mechanism can come into play, providing support for the ATOM price.

The current problem is that the market hasn't entered altcoin season yet, so the actual effects of these plans are hard to see. When the market really picks up, we'll see if the Cosmos ecosystem can seize the opportunity.
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