What could affect the price of ATOM?
The future of ATOM depends on upgrades to its network, debates over inflation, and changes in how different blockchains interact.
- Interchain Security adoption – Slow progress in adopting ICS could limit fee income (Cosmos Hub Forum)
- Tokenomics changes – Plans to reduce ATOM’s 10% inflation face challenges in governance (Forum)
- Regulatory risks – An SEC lawsuit labels ATOM as a security, which could lead to removal from U.S. exchanges (CoinDesk)
In-Depth Look
1. Interchain Security Adoption (Mixed Outlook)
What is it?
Interchain Security (ICS) lets ATOM holders help secure other blockchains and earn fees in return. However, adoption has been slow. Right now, only Neutron and Stride use ICS, generating about $1 million a year in fees despite over $1 billion worth of ATOM staked. Big blockchains like Osmosis and dYdX prefer to operate independently rather than rely on ICS.
Why it matters:
If more blockchains like Celestia or Berachain adopt ICS (as planned for 2026), it could boost ATOM’s fee income and be positive for its value. But if adoption stalls, ATOM’s fee earnings might not be enough to balance out its inflation rate, which could hurt its price.
2. Inflation & Staking Rewards (Potential Downside)
What is it?
ATOM currently has a 10% inflation rate, which funds rewards for people who stake their tokens to help secure the network. However, this high inflation also means more tokens are created, which can lower the value of existing tokens. Some community members want to reduce inflation to between 2% and 4%, similar to Ethereum’s 3.1% annual rate, to reduce selling pressure. A previous attempt to cut inflation in 2022 was rejected by 63% of voters.
Why it matters:
High inflation has contributed to ATOM’s price dropping 89% from its all-time high, compared to Bitcoin’s 70% drop since 2021. Lowering inflation could help stabilize ATOM’s price but would mean lower rewards for validators, who may resist the change.
3. Regulatory Risks (Bearish Factor)
What is it?
The U.S. Securities and Exchange Commission (SEC) has sued Coinbase, claiming ATOM is an unregistered security. This is similar to past cases, like when Binance US delisted XMR after similar allegations.
Why it matters:
If ATOM is removed from U.S. exchanges, it could lose 15–20% of its trading volume, similar to what happened with XMR, which dropped 22% after delisting. However, exchanges outside the U.S., like Bitbank (which plans to list ATOM in May 2025), might help make up for some of that lost liquidity.
Conclusion
ATOM’s future depends on successfully expanding Interchain Security, managing inflation, and navigating regulatory challenges. Keep an eye on governance votes in late 2025 about tokenomics and ICS growth. The big question: can Cosmos Hub’s vision as the “Internet of Blockchains” overcome its internal economic and regulatory hurdles?
What are people saying about ATOM?
The Cosmos (ATOM) community is feeling a mix of cautious optimism and frustration as technical signals suggest upcoming price swings. Here’s the latest:
- Traders are watching $4.60 as a key support level, but opinions differ on whether the price will break out or drop.
- A shift toward interoperability is driving positive bets on Cosmos’ role in the blockchain ecosystem.
- Growing institutional interest is evident with Coinbase adding COSMOSDYDX trading options.
Deep Dive
1. @ali_charts: Triangle pattern signals possible volatility mixed
"Cosmos $ATOM triangle consolidation nearly at the apex. Watch for a 30% move!"
– @ali_charts (297k followers · 1.2M impressions · 2025-08-30 03:08 UTC)
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What this means: This is neutral for ATOM. The symmetrical triangle pattern often leads to a big price move, but whether it goes up or down depends on if buyers can hold the $4.35 level or if sellers push it lower.
2. Gate.com Analysis: Focus on interoperability boosts long-term outlook bullish
On July 16, 2025, Cosmos’ price jumped 4% after the project shifted its focus to Inter-Blockchain Communication (IBC) instead of Ethereum Virtual Machine (EVM) development. This move highlights Cosmos’ commitment to its core strength: connecting different blockchains.
What this means: This is positive for ATOM. By specializing in cross-chain communication, Cosmos could stand out in a crowded market of Layer 1 blockchains. However, success depends on how well they execute this strategy.
3. Coinbase Integration: Institutional interest grows with dYdX listing bullish
On August 6, 2025, Coinbase added COSMOSDYDX to its roadmap, leading to a 3% price increase for ATOM. Trading volume for related derivatives surged to 1.7 million units, compared to the usual 674,000.
What this means: This is a positive sign for ATOM. Support from major exchanges like Coinbase indicates growing institutional confidence in Cosmos’ technology and ecosystem.
Conclusion
The outlook for Cosmos is mixed. Technical indicators show uncertainty around key price levels, while strategic developments in interoperability and institutional adoption offer reasons for optimism. Keep an eye on the $4.60 support level — if it breaks down, recent positive trends could falter. But if it holds, it may signal that investors are accumulating ATOM for the long term.
What is the latest news about ATOM?
Cosmos is making moves with ETF interest and ecosystem growth, while staking options continue to expand. Here’s a quick update:
- ETF Filings Include ATOM (October 3, 2025) – REX-Osprey’s plans for crypto ETFs, including ATOM, show growing institutional interest, though the SEC review is currently paused.
- dYdX Launches Telegram Bot (October 3, 2025) – Using the Cosmos SDK, dYdX now offers trading through Telegram with low fees.
- Bitrue Expands ATOM Staking (September 30, 2025) – Bitrue offers 20% annual returns on ATOM staking, making it easier to earn and trade.
Deep Dive
1. ETF Filings Include ATOM (October 3, 2025)
Overview: REX-Osprey filed for 21 crypto ETFs, including one for ATOM that features staking benefits. Defiance also proposed six leveraged crypto funds. The SEC recently made it easier to file crypto exchange-traded products (ETPs) by approving generic standards. However, the current U.S. government shutdown has put these reviews on hold. Experts like Eric Balchunas from Bloomberg believe that once the SEC resumes, approval of altcoin ETFs is likely.
What this means: This is good news for ATOM because ETF approval could bring in more institutional investors. But the government shutdown means there’s some short-term uncertainty. (Cryptoslate)
2. dYdX Launches Telegram Bot (October 3, 2025)
Overview: dYdX introduced a Telegram bot that lets users trade crypto right from the chat app. Built on the Cosmos SDK, it offers fast transactions with low fees and supports six types of orders. Users can also earn DYDX tokens as rewards. This tool is aimed at crypto-savvy users who want quick and easy access.
What this means: This development is somewhat positive for Cosmos, as it increases the practical use of its technology in decentralized finance (DeFi). However, users should be cautious because Telegram bots have been targets for hacks in the past, including a $3 million theft in 2024. (CCN)
3. Bitrue Expands ATOM Staking (September 30, 2025)
Overview: Bitrue added ATOM to its Earn program, offering a 20% annual percentage yield (APY) with flexible staking options. The platform currently has over $500 million locked in staking across various assets, with ATOM joining XRP and others in high-yield offerings.
What this means: This is a positive sign for ATOM holders, encouraging more people to stake their tokens and improving liquidity. Still, competition from big exchanges like Coinbase and Binance might limit how much this helps in the long run. (Cointelegraph)
Conclusion
Cosmos is seeing growing interest from institutions with ETF filings, while also expanding tools for everyday users through the dYdX Telegram bot and boosting staking rewards. The main question is whether SEC delays will slow down ATOM’s growth or if the ecosystem’s development will keep the momentum going. Keep an eye on ETF approvals after the government reopens and on how many users adopt staking.
What is expected in the development of ATOM?
Cosmos (ATOM) is making significant progress in improving how different blockchains work together and growing its network through upcoming technical updates and key partnerships.
- Interchain Security Expansion (2025–2026) – Strengthening validator services across multiple blockchains.
- EVM Integration & Mainnet Upgrades (2025–2026) – Increasing compatibility with Ethereum-based networks.
- Decentralized Infrastructure Push (Q4 2025) – Cutting down reliance on centralized service providers.
Deep Dive
1. Interchain Security Expansion (2025–2026)
Overview: Cosmos is expanding its Interchain Security system, which allows validators on the Cosmos Hub to help secure other blockchains within its ecosystem. This upgrade will help newer blockchains get stronger security while giving ATOM holders who stake their coins extra rewards.
What this means: This is positive news for ATOM because more demand for validator services could encourage more people to stake their tokens, reducing the number of coins available for trading. However, there are challenges, such as the technical complexity of this system and competition from other blockchain projects like Celestia.
2. EVM Integration & Mainnet Upgrades (2025–2026)
Overview: Instead of building its own Ethereum Virtual Machine (EVM) platform, Cosmos is focusing on connecting with Ethereum-compatible blockchains through its Inter-Blockchain Communication (IBC) protocol. Recent partnerships include Ripple’s EVM sidechain (built using Cosmos technology) and Cronos’ BlockSTM upgrade, which increased transaction speeds to 60,000 transactions per second (CoinDesk).
What this means: This move is somewhat positive because supporting Ethereum-compatible networks attracts developers, but it could also blur what makes Cosmos unique. The success of this strategy depends on adoption by major platforms like Telegram’s TON.
3. Decentralized Infrastructure Push (Q4 2025)
Overview: Cosmos is partnering with Pocket Network to reduce its dependence on centralized service providers like Hetzner and AWS by launching decentralized RPC (Remote Procedure Call) endpoints for over 14 Cosmos chains. This comes after research showed that about 38% of Cosmos nodes are controlled by just two providers (Crypto Times).
What this means: This is good for the long-term health and security of the Cosmos network, although the transition might cause some temporary instability in the nodes.
Conclusion
Cosmos is focusing heavily on making blockchains work better together (through EVM and IBC) and increasing decentralization, while moving away from developing redundant virtual machines. Keep an eye on ATOM’s staking rewards and how IBC integrates with major blockchains like Bitcoin and Solana. Could Cosmos’ goal to “connect all chains” make it a key player in the future of blockchain ecosystems?
What updates are there in the ATOM code base?
Recent updates to the Cosmos code focus on improving security, upgrading the software development kit (SDK), and keeping the network stable.
- Critical Fix to Distribution Module (July 8, 2025) – Fixed a serious bug that could stop the network by overflowing rewards.
- SDK Version 0.53.4 Released (July 25, 2025) – Made small updates to dependencies for better cross-chain operations.
- Hard Fork Preparation (July 17, 2025) – Exchanges temporarily paused ATOM transactions to support the network upgrade.
Deep Dive
1. Critical Fix to Distribution Module (July 8, 2025)
Overview:
A major security issue in the Cosmos SDK’s rewards system (x/distribution module) was fixed. This bug could cause the blockchain to stop working because the rewards pool could overflow. To fix this, all network participants had to update their software at the same time.
What this means:
This update is good news for Cosmos (ATOM) holders because it helps prevent network outages and ensures staking rewards are paid reliably. Node operators need to upgrade right away to avoid penalties.
(Source)
2. SDK Version 0.53.4 Released (July 25, 2025)
Overview:
The Cosmos SDK version 0.53.4 was released with minor updates to software dependencies. These changes improve compatibility with other blockchains that use the Inter-Blockchain Communication (IBC) protocol and reduce technical issues.
What this means:
This update doesn’t directly affect ATOM’s price or network but helps keep the ecosystem healthy. Developers will find it easier to build applications that work across multiple blockchains.
(Source)
3. Hard Fork Preparation (July 17, 2025)
Overview:
Major cryptocurrency exchanges like ProBit Global temporarily stopped ATOM deposits and withdrawals to support a network upgrade called a hard fork. This upgrade improves the network’s validator infrastructure and overall performance.
What this means:
This pause is a normal part of maintaining the network and doesn’t negatively impact ATOM in the long term. However, traders should watch exchange announcements for when services will resume.
(Source)
Conclusion
Cosmos is focused on keeping its network secure and stable through important security fixes and steady software improvements. While upgrades require coordination among network validators, upcoming features like Interchain Security v2 could strengthen ATOM’s position as a key player in shared blockchain security.
Why did the price of ATOM go up?
Cosmos (ATOM) increased by 0.83% in the last 24 hours, slightly underperforming the overall crypto market, which rose by 1.12%. Here are the main reasons behind this movement:
- ETF Speculation – REX-Osprey’s filing for an ATOM ETF on October 3 sparked interest from institutional investors.
- Ecosystem Growth – The launch of dYdX’s Telegram trading bot on October 3 highlighted the use of Cosmos SDK technology.
- Technical Recovery – ATOM’s price stabilized near a key support level at $4.16, with positive signals from technical indicators.
Detailed Analysis
1. ETF Filings Boost Market Sentiment (Positive Effect)
Summary:
On October 3, REX-Osprey submitted applications for 21 cryptocurrency ETFs, including one focused on staking ATOM. This comes after the U.S. Securities and Exchange Commission (SEC) recently approved general standards for listing crypto exchange-traded products (ETPs), making it easier to launch new funds (CryptoSlate).
Why it matters:
Although the U.S. government shutdown has delayed the approval process, these filings indicate growing interest from large investors in ATOM. ETFs that include staking features might encourage investors to hold their tokens longer, which can reduce selling pressure.
What to watch:
Keep an eye on when the SEC reopens and the progress of the S-1 registration forms for ATOM-related ETFs.
2. dYdX’s Telegram Bot Highlights Ecosystem Use (Mixed Impact)
Summary:
dYdX introduced a Telegram trading bot on October 3, built on its blockchain that uses Cosmos SDK technology. This bot allows users to make low-cost trades across different blockchains and handled over $22 million in volume within its first 24 hours.
Why it matters:
This development showcases the strength of Cosmos’ technology in enabling different blockchains to work together. However, ATOM tokens themselves are not directly used on dYdX’s platform, so the impact is more about the broader Cosmos ecosystem than the ATOM token specifically.
3. Technical Support Levels Hold (Positive Effect)
Summary:
ATOM’s price bounced back from a key technical support level at $4.16, known as the 78.6% Fibonacci retracement. Technical indicators like the MACD showed a bullish crossover, and the RSI was neutral at 43.
Why it matters:
Traders are defending this important support level, but the price is still below the 30-day moving average of $4.38. If ATOM can close above $4.19, it could indicate a potential upward move.
Conclusion
ATOM’s recent gains are driven by optimism around ETF approvals and growth in its ecosystem, though technical signals suggest a cautious outlook. The key level to watch is $4.19, especially as investors rotate into altcoins (the Altcoin Season Index is currently at 60). Also, monitor SEC updates after the government reopens for clearer guidance on ETF approvals.