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Terra, Avalanche and Osmosis lead the L1 recovery while Bitcoin searches for support

The Cointelegraph ​

Cryptocoins News / The Cointelegraph ​ 185 Views

The layer-one (L1) ecosystem has received increased attention in recent months as users search for new investment opportunities in Cosmos (ATOM), Fantom (FTM) and NEAR. 

Following January's market sell-off, where Bitcoin (BTC) price dropped to a bottom below $34,000, much of the L1 field has struggled to regain its momentum.

Price performance of L1 tokens since Jan. 24. Source: Delphi Digital

According to data from Delphi Digital, since the BTC bottom on Jan. 24, the only L1s to experience a notable gain in price include Terra (LUNA), Avalanche (AVAX) and Ethereum (ETH).

Terra ecosystem growth

The price growth seen in LUNA was in large part due to the announcement from the Luna Foundation Guard that it had raised $1 billion to form a Bitcoin reserve for the ecosystem’s Terra USD (UST) stablecoin.

Terra also saw the launch of its second lockdrop event and the Mars Protocol helped drive demand for LUNA token.

The $1 billion in reserves for UST was also a boon for Anchor Protocol (ANC), the Terra-based platform that is the main avenue for minting UST through pledging LUNA or Ether. Anchor also got an added boost to its price after announcing that developers are in the process of integrating AVAX as a collateral option for creating UST.

Data from Cointelegraph Markets Pro and TradingView shows that since hitting a low of $1.18 on Jan. 28, the price of ANC has catapulted 268% to hit a daily high of $4.35 on March 2 where it was halted at a major resistance level.

ANC/USDT 1-day chart. Source: TradingView

Aside from its integration with Anchor, Avalanche has had several notable developments that have helped drive its growth since late January, including integration with Wirex and the announcement that DeFi Kingdoms will launch on the Avalanche network.

According to Delphi Digital, based on its recent price performance, “AVAX seems to move with a higher correlation to BTC relative to other L1s.”

Related: Which layer-one protocols will outperform in 2022? | Tune in now to The Market Report

Osmosis and the Cosmos ecosystem

Data from Delphi Digital shows that Osmosis, a decentralized exchange in the Cosmos ecosystem, has “outperformed other major peers over the last few months by a substantial margin.”

OSMO/USDT performance vs. other cryptocurrencies. Source: Delphi Digital

The strength shown by OSMO is in part due to the success of Cosmos, which had a strong close to 2021 as its “thesis of interoperable app-chains has finally started to come to fruition in recent months.

Osmosis is now the largest decentralized exchange in the Cosmos ecosystem and supports 37 separate IBC chains with $1.75 billion in total value locked, according to data from Defi Llama.

Total value locked on Osmosis. Source: Defi Llama

Osmosis also got a boost to its price and trading volume following the release of interchain and superfluid staking on March 1, which allows liquidity providers (LP) on the Osmosis DEX to also earn staking rewards for the assets they have provided liquidity for, making this the first time users can do both staking and LP at the same time.

The views and opinions expressed here are solely those of the author and do not necessarily reflect the views of Cointelegraph.com. Every investment and trading move involves risk, you should conduct your own research when making a decision.


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