Thesis is a Bitcoin-first venture studio that builds and backs open, Bitcoin-native products and protocols, founded by Matt Luongo as Founder and CEO. Thesis's Twitter Score is 99 out of 1000 (a Good rating) as of October 2026, ranking #7,412 (top 5%) among 493,668 tracked accounts.
Thesis describes itself as a team of creators, engineers, researchers and operators working to deliver on the promise of Bitcoin. Its active projects include Mezo, tBTC, Taho, Lolli, and Embody. Thesis previously incubated Fold before it spun off as an independent company, and was formerly affiliated with Acre and Keep Protocol. Thesis acquired bitcoin rewards platform Lolli in an undisclosed deal announced July 2, 2025.
Thesis also operates a BitcoinFi Accelerator, offering members $150,000, mentorship, networking, and additional resources. Acre, a spin-out from Thesis, raised $4 million at a $90 million token valuation. Thesis is backed by investors including ParaFi, Nascent, a16z, Boost, Dragonfly, Fenbushi Capital, and Monday. Thesis has 25,791 followers as of October 2026 and has published 2,988 posts since joining in 2018.
Thesis's portfolio includes Lolli and Etcher.
Thesis has been mentioned by 126 accounts a total of 259 times, reflecting consistent attention from across the Bitcoin and broader crypto ecosystem.
Who follows Thesis on X?
The accounts that follow Thesis include 400 founders, 125 angel investors, 164 influencers and 8 VCs. Among them are Laura Shin, Stani, Haseeb Qureshi, Udi Wertheimer, Luca Netz and Santiago R Santos.