thesis_co Profile Banner
Thesis* Profile
Thesis*

@thesis_co

Followers
26K
Following
7K
Media
633
Statuses
3K

The Bitcoin-first venture studio building @fold_app, @mezonetwork, @acrebtc, @keep_project, @tBTC_project, @taho_xyz, @trylolli, @EmbodySpace, @defense_audits.

Joined April 2018
Don't wanna be here? Send us removal request.
@defense_audits
Defense by Thesis
12 hours
Most people think Bitcoin auditing = checking core protocol cryptography. Wrong. The real risk—where BILLIONS get exploited—is in systems built ON TOP of Bitcoin. What actually needs auditing: - Bridges & wrapped tokens. - Custody solutions. - Transaction construction logic. -
Tweet card summary image
thesis.co
Defense offers expert security audits for decentralized technologies in crypto and web3. We identify and help you mitigate security risks so you can focus on building.
0
2
3
@thesis_co
Thesis*
2 days
Interested in Bitcoin lending? Access the full 2025 report of Bitcoin Lending Markets here 👇 https://t.co/zjtaZaPb58
Tweet card summary image
thesis.co
Thesis
0
1
4
@thesis_co
Thesis*
2 days
This pushed builders toward Bitcoin-native lending. New protocols like @MezoNetwork are solving the core issues: • No centralized custody • Predictable rates • Native BTC collateral This new wave is shaping a lending market built for Bitcoin itself—not wrapped versions of
1
2
11
@thesis_co
Thesis*
2 days
Wrapped Bitcoin introduced Bitcoin to DeFi, bridging BTC into the Ethereum smart contract world. It unlocked billions in liquidity but brought limitations with custody models and variable-rate lending.
1
0
0
@thesis_co
Thesis*
2 days
Then came the first generation of crypto lenders. From Genesis’ OTC desks to consumer platforms like BlockFi, Celsius, and Nexo, borrowing against BTC went mainstream. By 2022, loan books topped $30B, until risky strategies and custodial failures exposed the cracks. This set
1
0
0
@thesis_co
Thesis*
2 days
By the early 2010s, lending platforms like BTCJam proved Bitcoin could support real credit flows—$14M+ across 121 countries. Meanwhile, TradFi’s P2P boom (Zopa, Prosper) showed the model worked… but only within fiat rails. Bitcoin aimed to rebuild the system entirely.
1
0
0
@thesis_co
Thesis*
2 days
Bitcoin lending was born from crisis. What started as cypherpunks trading BTC on forums after 2008 evolved into the earliest P2P credit markets. Trust-based, reputation-driven, and entirely outside the banking system.
1
2
10
@thesis_co
Thesis*
2 days
Our team breaks down the current state of the Bitcoin lending market in 2025. Get full access to the report 👇 https://t.co/zjtaZaPb58
Tweet card summary image
thesis.co
Thesis
0
0
1
@thesis_co
Thesis*
2 days
Debt against BTC leans heavily toward stablecoins. About 43.0% USDT and 27.9% USDC. The sign is clear that Bitcoiners need liquidity and don't want to sell their precious BTC.
1
1
9
@thesis_co
Thesis*
2 days
The table’s filling fast. Plates are clinking. Don’t wait for leftovers. Join while it’s hot.
1
1
12
@PuriVaish
Vaish
8 days
Do not delay putting your Bitcoin to work. If you have even a remote desire for Bitcoin utility, you must act now. That means committing to a productive Bitcoin economy wholeheartedly. Which accordingly means sacrificing your idle accumulation at the altar of a circular system
@jonwu_
Jon Wu
9 days
Do not delay having kids. If you have even a remote desire for children, you must act now. That means committing to someone wholeheartedly in the act of marriage. Which accordingly means sacrificing your independence at the altar of a family unit and responsibilities beyond (but
2
3
11
@Its_Victoria_C
Victoria Chan
6 days
A huge milestone for the team. Across @thesis_co, we’re building products that make Bitcoin useful, accessible, and integrated into everyday life. This new site reflects the ecosystem we’re creating and the people behind it. Excited for what’s next.
@thesis_co
Thesis*
6 days
We’ve been building in the open for years. Today, we’re showing the bigger picture. Introducing our redesigned website, where Bitcoin’s next chapter takes shape. Turn sound on 🔥
0
2
13
@CReckhow
Carolyn Reckhow
6 days
We’re building products that bring Bitcoin into real, everyday use, and none of it happens without an incredible team and community. Check out our redesigned
thesis.co
Thesis* is a Bitcoin venture studio building since 2014. Our portfolio of products empowers individuals and communities, including Mezo, tBTC, Fold, Lolli, and Taho.
@thesis_co
Thesis*
6 days
We’ve been building in the open for years. Today, we’re showing the bigger picture. Introducing our redesigned website, where Bitcoin’s next chapter takes shape. Turn sound on 🔥
0
1
6
@thesis_co
Thesis*
6 days
🆕 BONUS: Our team dug deep into the state of Bitcoin-backed lending — what’s working, what’s breaking, and what comes next. Download the full report 👇 https://t.co/zjtaZaPb58
1
2
9
@thesis_co
Thesis*
6 days
Bitcoin is evolving from being just an asset into an economic engine. Thesis exists to build the infrastructure, tools, and consumer experiences that unlock that future. Our products, our mission, our vision — all in one place. Explore the site 👇 https://t.co/PduTIGBkjW
thesis.co
Thesis* is a Bitcoin venture studio building since 2014. Our portfolio of products empowers individuals and communities, including Mezo, tBTC, Fold, Lolli, and Taho.
1
0
8
@thesis_co
Thesis*
6 days
We’ve been building in the open for years. Today, we’re showing the bigger picture. Introducing our redesigned website, where Bitcoin’s next chapter takes shape. Turn sound on 🔥
3
5
32
@TheTNetwork
Threshold Network ✜
8 days
7
7
42