THORChain 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 […]

InfrastructureThe Wallet Wars
By
Anil Lulla•
In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, revenue potential, smart contract wallets, account abstraction, MPC wallets, and more.

Macro & MarketsDelphi Office Hours Call (January 5th, 2023)
By
Anil Lulla•
Join us as we discuss the most important themes, narratives, and projects to look for in 2023.

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.

Macro & MarketsDelphi Office Hours Call (July 13th, 2022)
By
Anil Lulla•
We recently hosted our Delphi Office Hours call on July 13th.

BridgesThe Resurrection of THORChain
By
Anil Lulla•
Since the beginning of March, THORChain has experienced a surge in activity. By the end of the month, both volume […]
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