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Hersh and Dawufi sit down with Adam Winnick and Kamal Mokeddem, founding partners of Finality Capital Partners, to explore the evolving world of venture capital in crypto. Adam and Kamal share their journey launching a crypto-focused VC firm, emphasizing their thesis around middleware, data portability, and enhancing user experience through decentralized technologies. They discuss their bold $5M seed investment in Eigenlayer, the importance of a mature tech stack, and the critical role of business co-founders in driving innovation. The conversation also covers the convergence of AI and blockchain, with a focus on verifiability, interoperability, and new monetization models. They wrap up with insights on Web3’s future and the power of storytelling in shaping the next wave of disruptive technologies.

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 Web
317:54 - 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

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.