Alpha Insights

Breakouts Breakouts Everywhere
By
Anil Lulla•
As the crypto market looks to cap off its fourth straight week of gains, we’re starting to see more bullish […]
Chainlink Research Reports

Layer 1 / L1Zetachain Part 1: A Competitive Landscape of Blockchain Bridges
By
Anil Lulla•
ZetaChain – Architecture & Key Features Architecture At a high level, the way we would explain ZetaChain is “THORChain with […]

MEVThe Year Ahead for Infrastructure
By
Anil Lulla•
A popular takeaway regarding the FTX drama has been that this was not a DeFi problem, but a TradFi one. It’s absolutely true that custody risks apply to CEXs and not DeFi. Yet, given the size of the collapse, we find it important to ask why, despite all their inherent custodial risks, CEXs continue to attract capital at such higher orders of magnitude.

OraclesThe Oracle of Pyth
By
Anil Lulla•
Pyth takes a fundamentally different and innovative approach to oracles, getting information directly from first-party sources, without the use of data aggregators in the middle.
Access Exclusive Research
With Delphi Pro
Tap into the industry’s most comprehensive research reports and media content
on digital assets.
Be the first to discover exclusive opportunities & alpha
Understand the narratives driving the market
Build conviction with actionable, in-depth research reports
Engage with a community of leading investors & analysts