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 98 out of 1000 (a Good rating) as of July 2026, ranking #9,241 (top 5%) among 389,587 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 26,588 followers as of July 2026 and has published 2,989 posts since joining in 2018.
Thesis's portfolio includes Lolli.
Thesis has been mentioned by 125 accounts a total of 258 times, reflecting consistent attention from across the Bitcoin and broader crypto ecosystem.
Who follows Thesis on X?
The accounts that follow Thesis include 311 founders, 102 angel investors, 199 influencers and 13 VCs. Among them are Laura Shin, Stani, Udi BIP-110, Luca Netz, Haseeb and Santiago R Santos.