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Thesis*
Thesis* is a Bitcoin-focused venture production studio founded in 2014 that builds companies and protocols in-house rather than investing in outside teams. Operating under the banner "Money is power, Bitcoin is empowerment," it has incubated a portfolio spanning Bitcoin infrastructure and consumer finance - including tBTC (a decentralized, trust-minimized bridge that tokenizes Bitcoin on Ethereum), Mezo (an on-chain Bitcoin banking layer backed by the MUSD stablecoin), Fold (a Bitcoin rewards app), Acre (Bitcoin staking), and Taho (a community-owned web3 wallet). Led by CEO Matt Luongo, Thesis raised a $21 million Series A in 2021 and has become one of the most prolific studios building Bitcoin-native financial products.
Ali Yahya
Ali Yahya is a General Partner at Andreessen Horowitz (a16z) where he leads the firm's crypto investing practice. A Stanford computer scientist and former Google Brain TensorFlow developer, he discovered Bitcoin in 2010 during security research and joined a16z in 2017 as its first full-time crypto investor. He has backed landmark bets including Solana and LayerZero, and is known for his deep technical thesis on privacy, zero-knowledge proofs, and the intersection of AI and crypto infrastructure. Off the charts, he runs a personal life operating system called walrOS built on 16 daily tracked habits and a spaced-repetition learning system.