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Jesse
775 posts
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Jesse
@jesmros
Joined November 2012
1,143
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  • user avatar
    Jesse
    @jesmros
    Jul 21, 2025
    Article cover image
    Article
    What's behind the treasury company hype?
    I wrote about crypto treasury companies earlier this month. If you are new to the topic I recommend first reading that piece as this builds on most of the same concepts The crypto treasury company...
    41K
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    Jesse
    @jesmros
    Jul 5, 2023
    Good morning
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    14K
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    Jesse
    @jesmros
    Sep 3, 2024
    On Script Upgrades & OP_CAT You may have seen recent momentum for a Bitcoin improvement proposal to add OP_CAT (the opcode for concatenation). When I first started writing this, I wanted to simply answer: What is the big deal with adding concatenation to Bitcoin? As it turns
    user avatar
    bedlam research
    @bedlamresearch
    Sep 3, 2024
    On Script Upgrades & OP_CAT This piece from @jesmros discusses improvements to Bitcoin’s language, Script, with a focus on the OP_CAT proposal
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    13K
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    Jesse
    @jesmros
    Jul 2, 2025
    Article cover image
    Article
    Chasing Microstrategy: The Crypto Treasury Company Hustle
    Summary Bitcoin treasury companies selling investors BTC exposure have shifted to other operating & investment strategies to generate an edge Replicating this approach for other tokens will only work...
    3.1K
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    Jesse
    @jesmros
    Jan 12, 2025
    1/ Analyzing Bitcoin onchain activity Looking at basic metrics on the network and comparing to previous bull markets, there's a shift in Bitcoin network activity (or rather inactivity):
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    2.1K
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    Jesse
    @jesmros
    Aug 24, 2023
    "Drop the 'OP'. Just Clave, it's cleaner." Congrats to the Clave team @DoganEth @rafierszl @defilibrary + many more. Very lucky and excited to work with you all
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    Clave
    @getclave
    Aug 24, 2023
    After months of research, we're thrilled to unveil Clave: a smart wallet platform powered by Account Abstraction. We offer seamless Web 3.0 UX and hardware-level security via our key management system utilizing Trusted Execution Environments. Let’s explore Clave's offerings 🧵👇🏻
    5.9K
  • user avatar
    Jesse
    @jesmros
    Nov 25, 2024
    I was sent a “market report” the other day. 40 pages long. Just ~2 pages for lending. The page was basically a graph of Aave TVL w/ a few quotes basically saying “CeFi lending market is a similar magnitude” In this post we unpack this CeFi market, or as we call it “offchain”
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    bedlam research
    @bedlamresearch
    Nov 25, 2024
    Offchain lending in crypto This post from @jesmros discusses crypto's offchain lending markets.
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    6K
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    Jesse
    @jesmros
    Sep 24, 2024
    highly recommend keeping up with products @zkp2p are working on, rlly practical & competent guys pushing boundaries for crypto they started focusing on p2p on ramping, unveiled this domain marketplace and have a p2p e-ticket transfer app otw. (also just honorable to take on
    user avatar
    0xSachinK.peer
    Peer (Prev. ZKP2P)
    @0xSachinK
    Sep 9, 2024
    Onchain domain marketplace on @base ✨ @zkp2p
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    5.1K
  • user avatar
    Jesse
    @jesmros
    Jun 6, 2025
    With the $CRCL IPO it feels like we are making new all time highs in stablecoin content, but my feed only focuses on adoption metrics. I have yet to find a solid article breaking everything down. If you want to understand exactly how stables work in practice, this is for you:
    user avatar
    bedlam research
    @bedlamresearch
    Jun 6, 2025
    Unpacking the Stablecoin Sandwich This piece from @jesmros discusses the benefits of stablecoins and breaks down how they are used to improve global payments
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    2.3K
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    Jesse
    @jesmros
    Feb 3, 2025
    Based publishing the white paper *after* PMF Seriously think the industry has taken a step forward thanks to these guys. Study Turnkey.
    user avatar
    Turnkey 🔑
    @turnkeyhq
    Feb 3, 2025
    We’re proud to release the Turnkey whitepaper at whitepaper.turnkey.com TL;DR: We’ve built and deployed the first verifiable key management system of its kind, battle-tested by securing millions of wallets in production.
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    1.6K
  • user avatar
    Jesse
    @jesmros
    Jun 6, 2025
    you met me at a very low sat/vB time in my life
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    mononaut
    mempool
    @mononautical
    Jun 6, 2025
    nine hundred thousand blocks. the chain grows up so fast 🥲
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    1.8K
  • user avatar
    Jesse
    @jesmros
    Nov 21, 2024
    Spurred by @ErikVoorhees recent tweet, we took a break from watching Microstrategy send Bitcoin to $100k to write about bitcoin lending We walk through three distinct designs:
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    bedlam research
    @bedlamresearch
    Nov 21, 2024
    Permissionless BTC-secured loans In this post @jesmros & @0xkrane discuss the design space for permissionless bitcoin-secured lending.
    1.7K
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    Jesse
    @jesmros
    Nov 18, 2024
    Following Justin Drake's Devcon talk (and dramatic responses on X), the timing of this post could not be better. Contextualizing rollup designs against consensus research (e.g. from @SuiNetwork, @Aptos, @deltadotnetwork, @commonwarexyz etc) proves very valuable to discuss how
    user avatar
    bedlam research
    @bedlamresearch
    Nov 18, 2024
    Consensus Where it Counts: Rethinking Base Layers for the ZK Era This piece by @0xkrane @Lamby0x @sylvechv and @wraitii explores the design space for the next generation of ZK-enabled base layers
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    2K
  • user avatar
    Jesse
    @jesmros
    Nov 25, 2024
    I'd argue Babylon has done more for Taproot's growth than any other bitcoin team, and yet I have not seen a peep about it from most of the more vocal bitcoiners
    user avatar
    Anchorage Digital ⚓️
    @Anchorage
    Nov 21, 2024
    🚀 With help from @babylonlabs_io, Anchorage Digital is proud to launch support for BTC staking on Babylon in time for its Cap-3 staking period. Institutions can now securely stake BTC through Anchorage Digital to unlock new opportunities in the growing Bitcoin ecosystem.
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    2.5K

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