Give Me Self-Custody or Give Me Death
Sometimes Bitcoin is digital gold, sometimes it's a hedge, other times it's a black hole that sucks in all the world's monetary energy.
Latest
Your Bitcoin Can Now Pay Your Mortgage
Imagine a “self-paying mortgage” that weaves your Bitcoin collateral into real estate financing so you can borrow without sacrificing your long-term upside.
Bitcoin and its Relationship with Time
We see in Bitcoin what we wish to see: a revolution, a folly, a technology, a philosophy, an investment, a warning, a hope. But no matter the shape of our expectations, Bitcoin continues, unmoved, its progress measured not in days or years but in blocks and confirmations.
THORChain is Dead, Long Live THORChain
Be like the tortoise, measured and deliberate. Align with Bitcoin, step by careful step.
Digital Scarcity Only Happens Once
Bitcoin is the kind of finality the world’s monetary experiments have always yearned for and rarely attained. All the alternatives that follow, no matter how ingeniously conceived or lavishly funded, echo like shadows against the cave wall of that first, singular breakthrough.
Save your Bitcoin. Spend your Fiat.
As we explore the future of finance, it’s vital to remember why many people fell in love with Bitcoin: self-sovereignty, open access, and a genuine rejection of the old guard’s control.
BitcoinFi & Shadow TVL
In today’s BitcoinFi Weekly, we examine these dynamics in detail. From inflated metrics in staking protocols to the structural gaps in Bitcoin-pegged assets, we explore how the drive for growth often collides with the need for integrity.
Recapping the State of Bitcoin 2024
As the year ends, Thesis has compiled a comprehensive State of Bitcoin 2024 Report, encapsulating the defining moments, technical milestones, and global adoption trends that shaped Bitcoin's landscape this year.
The Great Convergence
Projects like Mezo and Fiamma Bridge are rewriting the playbook for community-driven utility and trust-minimized bridging, while Side Protocol’s vision for onchain Bitcoin banking lays the foundation for a new financial paradigm. As Bitcoin’s institutional and onchain. Stay bold, BitcoinFi.
Recapping OP_NEXT
Bitcoin hitting new all-time highs, massive inflows into Bitcoin ETFs, and new protocols emerging across ecosystems. It’s a moment of validation, a reminder that the fundamentals are stronger than ever.
The Golden Age of Bitcoin is Nigh
We've got you covered, from the US 2024 Election to Magic Eden's new mempool protection. You won't want to miss this edition.
Bitcoin Zero-Knowledge Proofs Are Not Real (mostly)
What does it mean to verify a zero-knowledge proof on Bitcoin? We explore that + more in this week's issue.
BitcoinFi Weekly
Introducing the BitcoinFi Pod
The BitcoinFi Pod takes you beyond price action to explore Bitcoin's evolution from digital gold to a global financial playground. Join hosts Yogi and Jan as they dive deep into institutional adoption, Layer 2s, and the cultural shift transforming Bitcoin's ecosystem.
BitcoinFi Weekly
Bitcoin is Money
Bitcoin isn't just surviving; it's thriving, evolving, and becoming more than even Satoshi might have imagined. From ETFs to STARKs, from restaking to programmable money, Bitcoin is reshaping the world as we know it.
BitcoinFi Weekly
Accelerating BitcoinFi
Here's to the crazy ones. The misfits. The rebels. The troublemakers. The round pegs in the square holes of traditional finance. The ones who see things differently. They're not fond of rules. To you, the unhinged visionaries, the BitcoinFi Accelerator calls.
BitcoinFi Weekly
September's Stagnation & Uptober's Promise
September, with its hesitations and pauses, was not a lull but a prelude—a setting of the stage for what’s to come. Whales quietly accumulated, innovations like Strata and BitSNARK emerged, and legal battles reshaped the landscape.
BitcoinFi Weekly
Antifragility and Acceleration
We examine the intricacies of Bitcoin's antifragile nature, we'll explore how it has become a barometer for global liquidity. Citrea’s Testnet is live, tBTC is making waves on Aave, and STARK proofs are pushing the boundaries of what's possible on-chain.
BitcoinFi Weekly
Macro Winds Propel Bitcoin's Institutional Sail
This week, we saw CATNIP climb out of the bag, Fractal dreamed bigger than its britches, and AI miners found the key to profit.
BitcoinFi Weekly
Restaking, Ordinals Drama, & BitVM20 Dreams
Restaking is making its mark on Bitcoin, and the Ordinal controversy is causing quite a stir. Meanwhile, MEV is evolving, pushing new boundaries, and Fractal Bitcoin just went live, kicking up its own cloud of dust.
BitcoinFi Weekly
Liquidity, Trust, and the Path Forward
This week, we witness the clash of titans and the birth of new paradigms. A battle unfolds as tBTC challenges wBTC's dominance, while Bitcoin miners watch the clock run down on their machines, and the old four-year cycle flickers like a distant memory.
BitcoinFi Weekly
BitcoinFi Honors Hal Finney's Legacy
They say a man dies twice—once when he stops breathing, and again when his name is spoken for the last time. But Hal Finney? He’s still very much alive, living in every line of code, every block mined, every transaction sent.
BitcoinFi Weekly
Give me Decentralization or Give me Death
We've seen what happens when we forget our roots - the FTXs, the Celsius', the wBTCs of the world. These weren’t cautionary tales; they were alarm bells. Yet, in the midst of this chaos, tBTC continues its rise, proving that the decentralized spirit is alive and well.
BitcoinFi Weekly
The tBTC Edition
Wrapped Bitcoin showed us how easy it is to slip back into old habits, trusting central figures. But tBTC reminds us of what's important. It's not flashy. It doesn't make big promises. It just does what Bitcoin was meant to do.
BitcoinFi Weekly
Bitcoin's Moment in the Monetary Maelstrom
We've witnessed the Bank of Japan pirouette away from its tightening stance, sending ripples through the Yen carry trade that could rival a tsunami. Meanwhile, Bitcoin stands at a crossroads.