Cosmos Growth Accelerates: TAC Bridges EVM to Telegram, Noble Hits 107M, Cosmos AI Heats Up
This week’s report highlights major updates from across the Cosmos ecosystem:
TAC to bring EVM DeFi to 1B+ Telegram users
The Cosmos AI sector is growing rapidly
Noble USDN supply has crossed 107M
Top IBC flows last month: Noble, Sei Network, Osmosis & dYdX
Apps to try: Polaris, Civitia & Dahlia Protocol
And more. Let’s dive in!
Major News
TAC: EVM DeFi Coming to 1B+ Telegram Users
EVM is coming to TON via TAC, a purpose-built Layer 1 designed to bring EVM DeFi to over 1 billion Telegram users.
TAC leverages the Cosmos SDK and Cosmos EVM for its chain infrastructure, with IBC serving as the interoperability protocol.
Check them out here.
Cosmos AI Sector Is Growing
1. Fetch.ai x Secret Network: Privacy-Preserving AI Agents
Fetch.ai and Secret Network have partnered to launch privacy-preserving AI agents.
By combining Fetch’s uAgents framework with Secret’s Secret VM, these agents can securely operate in sensitive industries like healthcare, finance, and legal.
2. ASI:One Is Now Available On Mobile
This release brings personalized AI on the go to users, Fetch.ai’s agentic LLM is now in your pocket.
Download the app and give it a try! Available now on Android or iOS.
3. Saga x Akash Integration
Saga now leverages compute from the Akash Supercloud to power AI agents running on Saga chainlets, significantly lowering the cost of deploying open-source AI models. More details here.
Saga chainlets are tailored for on-chain agents. Read the details here.
Interesting Numbers & Charts
Noble USDN Supply Crosses $107M
Noble’s yield-bearing stablecoin, USDN, has reached a total supply of $107M, backed by $110M in collateral, with 24,197 holders earning a 4.1% APY.
Users can also deposit into Noble vaults to earn 14.9% APY or accumulate Noble Points. Check them out here.
Top IBC Flows Last Month
Top IBC chains by inflow volume:
Noble: $343M
Osmosis: $161.2M
Sei Network: $153M
dYdX: $101.5M
DeFi, NFTs, and Apps: Have You Tried These?
Polaris: The Token Portal
Polaris is a token portal that lets you trade any token across any chain.
Want to swap SOL or other Solana tokens to HYPE on Hyperliquid? Polaris has you covered.
Try it out here.
Civitia: Monopoly-Style Game on Initia
Civitia, a Monopoly-style strategy game, is now live on the Initia mainnet.
Check them out here.
High APY Stablecoin Farm on Berachain
Dahlia Protocol is a lending platform on Berachain, currently offering over 110% APY for supplying USDC.
Check them out here.
Airdrop Alpha
MoveDrop Is Live!
If you opted to claim your MOVE tokens on Movement, you can now do so on the Movement Network here.
Exploring the Movement DeFi and the Movement NFT ecosystem here.
Toki x Bad Kids Collaboration
Bad Kids NFT holders are invited to join the Toki community with three exclusive perks:
TOKI Points Bonus
TOKI Points Boost
A chance to win a Bad Kid
All TOKI Points will be converted to TOKI tokens after the TGE in Q4 2025. Read the details here.
Good Reads, Minor News & Podcasts
Minor News
Updated Stargaze Acquisition Proposal. Magmar and Shane are working on an updated proposal. More details coming soon. Check it out here.
Stride DEX Audit Submitted. The Stride DEX codebase is now under audit. Check it out here.
IBC Expands to Optimism. Enabled by Toki and Datachain, IBC is now available between Optimism and Ethereum on testnet. Read the details here.
AKT & TIA Join Coinbase 50 Index. Read the announcement here.
Mantra x Dimitra: Tokenized Agriculture. Mantra is partnering with AI-agriculture leader Dimitra to tokenize green farming assets. Read the announcement here.
Bectra Live on Berachain. Bectra introduces significant UX improvements to the Berachain mainnet. Read the details here.
Sunrise Opens Community Round. Sunrise is the base layer for interliquid networks with Celestia underneath. Check it out here.
Good Reads
The Ultimate STRD Tokenomics Guide. Read it here.