It's a real pleasure to be backed by @FinalityCap. They’ve believed in our team and what we’re building since the very first conversation. STEM

TGEs mark the beginning of a new chapter 📖 Markets can be noisy and our conviction in @fragmetric + $FRAG remains strong 💪 This is why we back high quality, missionary founders at @finalitycap who stay focused and build through the noise 🧘

RT @David_Grid: This is a brilliant move from @BitMNR and a completely new treasury co. playbook for building shareholder value. The stoc…

There’s a strong argument that @BitMNR is trading at a 1x NAV multiple TODAY. @fundstrat just said $BMNR is doing $100m of net income (from staking etc). Put a 25x PE multiple on that and its $2.5b of value plus the $2b of ETH they hold equals the $4.5b market cap before any additional buys.

Lots of takes on @EigenLayer’s new product: EigenCloud. Here’s another: it will change crypto and the Internet forever. Regulatory tailwinds are big. This is bigger. 🧵👇

The future belongs to builders who can merge the scale of Web2 with the agility of Web3. That’s why we backed @eigenlayer, @monad_xyz , @babylonlabs_io, @ethena_labs , @OndoFinance and more from the beginning.

1/ New episode – It’s not Apps or Infra, it’s Middleware with @FinalityCap Guests: @adam_winnick @KamalMokeddem Hosts: @Euler__Lagrange @dawufi Produced by: @Proof_Coverage We discuss: - Putting HALF their fund into @eigenlayer - Why they're so bullish on middleware - The role zkTLS will play in an agentic AI future Timestamps: 00:00 - Introduction 03:00 - Founding Finality Capital Ventures 05:48 - Investment Strategies and Conviction 08:42 - The Eigenlayer Bet 11:36 - Understanding Shared Security 15:00 - Middleware and the Future of Web3 17:54 - The Role of AI in Blockchain 20:44 - Legal Considerations in Data Interoperability 23:40 - The Future of AI and Web3 Middleware 29:48 - The Future of Web 3 and Big Tech 33:05 - Disruption and Investment in Blockchain 39:14 - Maturing Tech Stacks and Business Founders 44:52 - Client-Side Execution and ZK Technology 56:42 - Final Thoughts and Future Directions Watch on all platforms below ⬇️

Setting: 1956. Country Club outside NYC. Saturday 2pm after 18 holes. Four industrialists drinking martinis. Industrialist #1: “How’s business?” Industrialist #2: “We doubled our growth this month.” Industrialist #1 “How did you do it?” #1: “We gave our employees stock options” #3: “You gave them what? Like every employee?” #2: “Yes. Everyone. Ownership without putting up any money.” #4: “Are you a communist?”

Pre-settlement gives Ethereum card-swipe speed: instant “approved,” settlement later 💳 With 100s of rollups needing instant finality, validators can’t pre-conf them all @lu_ban_ takes over - delivering instant finality to every rollup 🧵

At @finalitycap, we think “Plaid for AI memory” is a massive opportunity. Imagine every app or AI model instantly knowing your context, preferences, interests, and history This is huge for UX + costs 🧵👇 Props to @binji_x @nikunj @ashleymayer @levie for sparking great ideas: