The holidays are a great time to listen to the latest Built on Bitcoin podcast with Matt Luongo (@mhluongo)
Just released for your listening pleasure.
If your a startup founder / process nerd who wants to learn how to run a top-tier company.
This one's for you.
How do you build a Bitcoin factory? 🛠️
We sat down with @mhluongo, the founder of @Thesis_co (the powerhouse behind Fold, tBTC, and Mezo), to discuss.
We dive into:
🔸 Why on-chain rates are crushing TradFi
🔸The "Cathedral vs. Bazaar" design philosophy 🔸Scaling BTC
🔸 Why you should never have to sell your stack
🔸 much much more
New episode of Built on Bitcoin is out now.
Watch the 43-minute exclusive interview here: youtu.be/ooLF5mPlzPo
We’re excited to partner with @DraperDragon, @Thesis_co & @SupernormalFDN on the return of the BitcoinFi Accelerator for the Winter batch, investing $150K in startups building the future of Bitcoin DeFi, Consumer projects, and Infrastructure.
Our first two cohorts exceeded expectations. Looking forward to meeting the founders shaping Bitcoin’s future.
Learn more and apply at BitcoinFi.Network
How do you build a Bitcoin factory? 🛠️
We sat down with @mhluongo, the founder of @Thesis_co (the powerhouse behind Fold, tBTC, and Mezo), to discuss.
We dive into:
🔸 Why on-chain rates are crushing TradFi
🔸The "Cathedral vs. Bazaar" design philosophy 🔸Scaling BTC
🔸 Why you should never have to sell your stack
🔸 much much more
New episode of Built on Bitcoin is out now.
Watch the 43-minute exclusive interview here: youtu.be/ooLF5mPlzPo
While most founders sell, I’ve acquired an additional >2% of the total $T supply. Here’s why I’m doubling down on the work we’re doing at @TheTNetwork 👇
Bitcoin was the first successful DeFi project. Now, it's time to bring DeFi home/
Catch @mhluongo, @jgarzik, and @danheld at Token2049 today at 2:00 PM / 14:00 SST for The Case for Bitcoin DeFi, moderated by the the inimitable @amandacassatt!
ALT Token 20249 Singapore
Scaling Bitcoin Beyond Money: The Case for Bitcoin DeFi
September 30th — 2:00PM
ICYMI: What if Bitcoin wasn’t just digital gold, but a canvas for invention? 🏠💰
@mhluongo (@thesis_co and @MezoNetwork) invites you to look past the usual boundaries—where BTC backs mortgages, stablecoins spark new kinds of lending, and “holding” gives way to hands-on building.
Is Bitcoin only something to hold? Or is it the spark for something bolder? Step into the conversation and see how the landscape is shifting: youtu.be/d-b3RRdBgok
today, @tBTC_project by @thetnetwork is the most successful decentralized bridge bringing real BTC to DeFi
top TVL, multi-chain, strong adoption
but liquidity fragmented across Sui, Starknet, Ethereum... might face thin liquidity new risks
still, better than holding idle BTC
Top 5 vaults on Upshift by target APY:
- 30% - pre-deposit and yield strategies on @MezoNetwork
- 21% - concentrated liquidity on @AerodromeFi, hedged using options on Deribit
- 18% - market-making on @injective
- 17.50% - coming soon
- 15% - looping PTs on @SiloFinance and @pendle_fi
There's an Upshift vault for everyone.
How to Keep Your $BTC and Still Make Money from It w/ @MezoNetwork Founder @mhluongo
Bitcoin isn’t just a store of value.
It’s about to become the base layer for loans, yield, and stablecoins.
Here’s how the next $1T in Bitcoin utility unlocks.
Tune in to know more
⏱ TIME POINTS ⏱
00:00 – Intro
02:02 – How Bitcoin Use Has Changed
06:05 – Market Outlook & Macro Trends
09:16 – Bitcoin: From Spending to Borrowing
13:22 – Figure Markets
13:57 – KGeN
14:26 – What Is Mezo?
16:26 – Mezo Stats & 1% Loans
18:39 – Bitcoin Yield: Real or Risky?
23:40 – Why Bitcoin DeFi Lags
25:54 – Future of BTC-Backed Stablecoins
28:40 – Where Are We in Adoption?
31:19 – Big Catalysts Coming
39:24 – Wrap-Up
tBTC has been recognized as the top decentralized BTC protocol, according to @DefiLlama (August 14, 2025).
A milestone for Bitcoin in DeFi. Fully backed 1:1 with BTC, permissionless, and built for long-term utility.
Matt @mhluongo and I have had the same joke every cycle “This time is different”. Then we ride the same rollercoaster- dollar poor, sats rich- every 4 yrs
The only abnormal thing about Bitcoin? None of us ever have enough😭 To make it all a bit more normal, the Supernormal Foundation is now live with @MezoNetwork Proud to be on the advisory board alongside my fellow weirdos 🧡
The Supernormal Foundation is live!
A new chapter begins for @MezoNetwork, focused on empowering builders, expanding MUSD utility, and putting Bitcoin to work in the real world.
Paving the way toward a decentralized future.
The Supernormal Foundation is live!
A new chapter begins for @MezoNetwork, focused on empowering builders, expanding MUSD utility, and putting Bitcoin to work in the real world.
Paving the way toward a decentralized future.
As a founding team member of @trylolli, I’m proud to share Lolli has been acquired by @thesis_co.
Big congrats to @alexadelman & the whole Lolli team.
Excited to see @mhluongo & crew accelerate Bitcoin’s mainstream adoption even further.
We’re excited to share that Lolli has been acquired by @Thesis_co!
As part of the Thesis ecosystem of bitcoin-powered financial products, the acquisition will accelerate Lolli’s growth and unlock new ways to earn and use bitcoin every day.
We’ve acquired @trylolli and are excited to welcome them to the Thesis ecosystem!
Together, we’ll expand globally and bring more ways to earn, spend, and participate in the Bitcoin economy through shopping, gaming, and financial tools.
Learn more ⬇️
thesis.co/blog/doubling-down…