Alpha Insights

A Brief Note On Parallel Execution
By
Anil Lulla•
Parallelization has been all the rage lately. About 12 L1s are building super-fast execution environments that would supposedly onboard the […]
Sei Network Research Reports

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.

OrderbookSei Network: DeFi-Optimized Cosmos Chain
By
Anil Lulla•
When building blockchains, we generally try to bucket them into two distinct boxes: general purpose or app chain. General purpose chains for permissionless innovation and app chains for permissioned and specific use cases. Sei is an upcoming Cosmos chain aiming to be a “DeFi-optimized” layer 1. To be clear, Sei is not a DEX, it is a layer 1 optimized for DeFi. Not a “pure” app chain like THORChain that focuses solely on cross-chain swaps, but one that is built for applications like DEXs, perps, and options to build on top.
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