Cosmos was right.
Instead of building on Ethereum or Solana, many established orgs are opting for sovereign L1s. Quick recap:
Ondo Chain
@OndoFinance acquired @strangelovelabs (Cosmos specialists) in July 2025 to build a full-stack RWA platform, including its own chain. Strong signal Ondo’s L1 will lean on the Cosmos stack, with integrations for tokenized U.S. treasuries and stocks
Stable
@stable is a USDT-native “stablechain” built on a customized version of Cosmos’ CometBFT + Cosmos SDK. Gas is paid in USDT, with fast finality, EVM compatibility, and SDKs aimed at stablecoin-first apps. Backed by
@bitfinex and Tether CEO Paolo Ardoino as an advisor, it focuses on institutional “enterprise lanes” for settlement, with Phase 1 of its roadmap unveiled in July 2025 including tools for third-party developers. (no Airdrop, but
Plasma
@PlasmaFDN is a specialized L1 for stablecoin transfers/settlement (zero-fee USDT transfers are the pitch), backed by Bitfinex/Founders Fund/Framework Ventures; positioned as a payments rail rather than a general-purpose chain. It blends Bitcoin-style security (UTXO model) with EVM compatibility for smart contracts, rather than pure Cosmos SDK – making its stack more hybrid/undeclared. Raised $373 million in a 10-day token sale in July 2025 and launched with $1 billion in stablecoin deposits.
Tempo
A @stripe payments-focused Layer-1 reportedly in the works with @paradigm; described as “high-performance” and EVM-compatible. Still in stealth mode – unclear token plans or exact stack details; pitched as infra for stablecoin/payments rails with a small team led by Paradigm co-founder Matt Huang.
Arc
@circle is launching @arc, a purpose-built L1 for stablecoin-native finance that uses Malachite, a high-performance BFT consensus engine developed by @informalinc (Circle acquired the Malachite team/IP in mid-2025). Given Malachite’s Informal/Cosmos lineage and positioning for L1 sovereignty, Arc is widely seen as Cosmos-stack adjacent, even if Circle hasn’t stamped “Cosmos SDK” explicitly. Features include USDC as the gas token, instant finality, EVM compatibility, and emphasis on enterprise-grade apps over general-purpose use.
Is everyone going to run with CosmosSDK under the hood? Of course not. But there is a clear pattern of fintech giants, stablecoin issuers, and RWA platforms, leaning toward the Cosmos SDK for its modularity, IBC interoperability, and customization potential.
These organizations are looking for greater control over settlement layers, reduced fees, and tailored app ecosystems.
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