Finality Capital Partners

At Finality, we envision a world that’s less bounded by geography & where the benefits of technology are more broadly shared across all aspects of society. 🔮 🧵 Here's our thesis on how to realize this vision. More at finality.capital. Keep reading for the big ideas. 👇

The next phase of ETFs is here: yield on-chain exposure. Finality Partner and Head of Liquid Investments @David_Grid spoke to @YahooFinance’s @ines_ferre about how Wall Street is exploring ways to generate yield for digital asset investors — including staking mechanisms integrated directly into ETF wrappers. Read David’s insights below: finance.yahoo.com/news/a-dividen…

The "Standard Alignment" for AI feels like a corporate HR manual. We need a Landman Constitution. 🤠📷 In the real world, results and loyalty matter more than sanitized scripts. Why should every AI on earth share the same Silicon Valley world-view? Dario’s Claude has its place, but we need Sovereign Models—AI that reflects the grit of the oil patch, the defiance of the pioneer, or the values of the individual. This isn't about "lack of rules"—it’s about Observable Constitutions. 📷@ErikVoorhees is Tommie Norris and @AskVenice on @OpenClaw is a glimpse into the future. We don't need a single, "perfectly aligned" AI for 8 billion people. We need the freedom to choose our own AI logic. Whether it's a Landman's pragmatism or a radical's critique, transparency > forced conformity. By embracing a diversity of models, we preserve our humanity. 📷📷#SovereignAI#VeniceAI #OpenClaw #Landman

Mini apps outside the Apple monopoly are the next frontier. Screw the 30% tax But the bigger risk is losing our identity primitives as AI scales. Publishers need authenticity to survive, not a ghost town of bots like @moltbook @alienorg is the human network. No orbs, no hardware, just a phone. Wouldn't miss out on this one 👽🛸

My 2026 Bingo Card 🔢🥂

I appreciate the thoughtful critique @ChainLinkGod and @cot_research but this is a myopic view - one that only considers the perspective of a crypto degen (I don’t use this term pejoratively). @eigencloud may or may not capture the value of restaking. Its token may or may not capture the value if @eigencloud captures value. But it’s factually incorrect to assume that restaking is not working. It’s not only working but it’s critical infra that supports zkTLS and dozens of other micro services. If web3 will ever achieve its objectives we need more middleware and there isn’t enough economic security to support the hundreds or 000s of micro services offered by cloud providers like AWS, Azure etc. We wrote about this in 2023 on the restakingreport.com. I think what we wrote then is still true today. It’s up to @eigencloud and @sreeramkannan to make sure that Eigen token holders capture the value. In my mind there is no question they have created the value. I don’t think crypto works without restaking. Even @jito_sol is now offering it on @solana and @OpacityNetwork uses restaking on both.

Where is institutional crypto heading in 2026? The crypto narrative has officially evolved. We are no longer talking about a volatile alternative asset class, but the systematic replatforming of global capital markets. Here are my 10 theses for the year ahead: 🧵👇🏼

Last week, our GP @adam_winnick went on @NYSE @theCUBE. He discussed with @Furrier how blockchain infrastructure is already disrupting industries like personal finance, event ticketing, and drone delivery among others. Also hear how stablecoins are becoming global financial rails, tokens are extending ownership to users, how data moats are breaking down, and markets are moving toward open, fractional, 24/7 systems. Watch the whole interview below: youtube.com/watch?v=u5ZpeS…

1/ 2025 was the year digital assets grew up. The GENIUS Act, the CLARITY Act, and real SEC/CFTC alignment are flipping regulation from a headwind into a tailwind. As @FinalityCap’s COO & GC, here’s what I’m telling founders heading into 2026: Those who treat compliance as part of their moat will lead the next cycle. 👇

RIP to everyone who thinks a “Trump Fed will add liquidity and push up crypto prices”

@FinalityCap Liquid Opportunities Fund was ranked the second best performing hedge fund in the cryptocurrency category by Barclay Hedge for September

Our Co-Founder and Managing Partner @adam_winnick joins the stage at @money2020 today to discuss how internet business models are evolving through identity ownership. If you’re in Vegas, be sure to stop by his panel at 2:10PM PT. #Money2020 #DataOwnership #Web3

Ownership defined the last American century. Blockchain can ensure it shapes the next one. Thanks to @jeffjohnroberts and @FortuneMagazine for publishing my commentary on how verifiable data and compute can fundamentally redefine digital trust and ownership. fortune.com/crypto/2025/10…

1/🎙️New special episode is out on Level Up! Captured LIVE on stage at Medici SG 25, @David_Grid & @SeanMFarrell sit down with @CryptoHayes, co-founder of @BitMEX & CIO of @MaelstromFund, for an unfiltered discussion on markets, liquidity, and crypto’s next big cycle. They cover: • Maelstrom’s multi-strategy investment approach • Why liquidity drives everything • Outlook on BTC, ETH, and perps DEXs • Why “number go up” remains the ultimate marketing strategy Full Episode Links & Snippet below 🔗👇🏼

talking to non technical people one of the main reasons they know about zk is due to zktls. they are fascinated with the idea of breaking data silos to create new consumer and market applications.

8/ We're not trying to rebuild the internet. We're fulfilling its original promise: Open protocols. Native payments. Permissionless innovation. ⚡️

7/ SEO will soon die, AEO (Agent Engine Optimization) is what will be born. 🤖 While SEO and online advertising have dominated the current web, they will have trouble surviving in the agentic web, where agents can't even see the SEO or ads. Make your business machine-readable or become invisible. 👻

The next customer won't be human. @coinbase x @Google just made it possible for AI agents to hire each other, pay in 200ms, and run businesses 24/7. 🧵👇