Big Brain Holdings

We invest in visionaries on the frontier.

[Sui @SuiNetwork]

Introducing Hashi: a new era of Bitcoin finance on Sui.

Bitcoin's market cap exceeds $1 trillion. < 0.5% of it is used in DeFi.

Hashi is here to change that, with commitments from industry leaders including BitGo, Bullish, Erebor Bank, FalconX, Fordefi, Ledger, and more.

[Big Brain Holdings @BigBrainVC]

Private money and natively issued USDT secured on the biggest blockchain. @utexocom is finally bringing true utility to Bitcoin.

[Utexo @utexocom]

Utexo has raised $7.5M from @tether, @BigBrainVC, and @PortalVentures to bring USDT natively on Bitcoin.

After more than a decade, USDT is finally coming home.

[Utexo @utexocom]

Utexo has raised $7.5M from @tether, @BigBrainVC, and @PortalVentures to bring USDT natively on Bitcoin.

After more than a decade, USDT is finally coming home.

[kash @kash_bot]

Our mission at Kash is to completely redefine how the world prices and distributes beliefs.

We are meeting YOU where you already are, starting with social media.

To accelerate this journey, we are proud to have partnered with top-tier VCs and raised $2M to bring prediction markets to your feed.

Backed by @TheSpartanGroup and @BigBrainVC, with participation from Coinbase Ventures, Polaris Fund, Moonrock Capital, Halo Capital, Kosmos Ventures and Fabric Ventures.

[Kash Flash Market: Will at least 3 verified accounts with over 100k followers quote post this announcement within the first 12 hours?]

[Derrick - Investing at Big Brain Holdings @zeebradoom]

Why I'm excited about our (@BigBrainVC) investment in @HaikuTrade

Blockchains were designed around a new atomic unit: the transaction. While this works well for updating software state, it is poorly suited for finance. In TradFi, assets connect seamlessly: a trader can declare a hedge or rebalance, and infrastructure handles the details. In DeFi, protocols must stitch together bespoke smart contracts just to achieve basic interoperability.

TradFi’s atomic unit is outcome-based: “Fill this order at this price for this size under these constraints.” For DeFi to mature, its primitive must evolve from transaction-based to outcome-based.

This is what Haiku is building - an engine that takes a desired outcome and compiles it into one on-chain call, executing all required intermediate steps within that single bundle of transactions.

Currently, if you were to establish a delta-neutral USDT-ETH liquidity pool position on Uniswap Base while hedging exposure on Aave Polygon (starting with USDC) you would need to:
1. Lend USDC on Aave Polygon
2. Borrow ETH against their USDC collateral on Aave Polygon
3. Bridge ETH to Base via Stargate
4. Bridge the remaining USDC to Base via LiFi
5. Swap USDC for USDT on Aerodrome Base
6. Add USDT and ETH to the Uniswap Base liquidity pool

This process involves six steps, five distinct protocols, and two separate networks. Managing this process manually can quickly become complex, time-consuming, and error-prone—especially if the user needs to rebalance their position over time. More importantly, this user isn’t particularly interested in engaging directly with Aave, Aerodrome, or other individual DeFi protocols. They just want a delta neutral position!

What is Haiku?

Haiku ingests a start-state and target portfolio as a structured intent, runs a proprietary convex optimizer to select and sequence primitives (swap/borrow/lend/repay/bridge) under protocol and risk constraints, then compiles the plan into a single bundle via a router that executes all legs in one call across chains—coordinating approvals, minimizing price impact, and guaranteeing all-or-nothing settlement with near-zero residuals.

For swaps and bridging, Haiku uses third party solvers.

Some examples of outcomes you can generate now:
1. Cross Chain Rebalancing:
- Start with: USDC on Arbitrum.
- Target: 50% ETH on Arbitrum + 50% wstETH on Arbitrum.
2. Zap into a vault with non-whitelisted assets
- Start with: USDC on Arbitrum
- Target: Deposit into a Morpho vault that only accepts eUSD as deposits
3. Delta-neutral LP position
- Start with: USDC on Arbitrum.
- Target: aArbUSDC (collateral) + cbETH (borrowed ETH exposure)

Future Looking:

There are a couple of really exciting use cases now and into the future:
1. Frontends/vaults can finally accept any asset:
- Have you ever tried depositing into a vault, only to realize that you don’t have the right asset? The annoying friction of then having to find the most liquid DEX takes way too long. Now, frontends can integrate Haiku’s API and allow a user to do the swap without leaving their app.
2. New Primitives:
- AI agents are currently limited in what they can do, often simply built on top of existing intent protocols. Allowing agents to define financial outcomes can let AI agent builders focus on their UX, rather than have to deal with transaction building.
- Novel products that take advantage of one-click transaction building could lead to new DeFi derivatives or more complex, multi-step ones.
3. Institutions:
- Trading firms can use Haiku to trade crypto on-chain in the same declarative way they trade TradFi/crypto assets off-chain. Oftentimes, yields are higher on-chain than off-chain, but execution risk limits on-chain trading.

I’m really excited about our investment into Haiku, and I invite users to try out their trading tool today! https://t.co/jA8ovFWbbO
For DeFi protocols, docs on how to integrate Haiku are here: https://t.co/cBRSJA8kAm

[Haiku @HaikuTrade]

We are happy to announce that we've closed our
$1M Pre-Seed round led by @BigBrainVC with backing from @Auros_global, Frostlight and @biconomy CEO @AraBalaghi.

It is time to unify DeFi Execution.

https://t.co/OYa0OuwVJB

[Grass @grass]

We’re announcing our first Token Holder Call on November 24th, 2025 at 1PM EST.

We’ll review business progress, revenue and growth highlights, updates related to the token’s role in our ecosystem, and major initiatives ahead.

Questions may be submitted in advance through the registration form on Luma.

Register here: https://t.co/lDq3SUZ20C

[BULK @bulktrade]

always be aura maxing

your next opportunity?

testnet.

[GTE @GTE_XYZ]

GTE Bets.

Powered by @Polymarket.

Coming soon.

[Sam @ReliableNarr]

Thanks for the shoutout @MikeZajko! We've been one of the most active funds since 2022, especially in the depths of the bear market while many were pulling back. I firmly believe the best teams and projects exist in any market env. and cycles are irrelevant in early stage venture.

We're always on the lookout for generational teams, bull or bear.

[Big Brain Holdings @BigBrainVC]

Congrats to the team at @zardotapp on the new round!

[ZAR @zardotapp]

ZAR has raised $12.9 million to bring ROCK. SOLID. DOLLARS. to the Global South 💵🌍

Led by @a16zcrypto, with @dragonfly_xyz, @vaneck_us, @cbVentures, and Endeavor Catalyst.

🧵👇

[Arch Network @ArchNtwrk]

https://t.co/Cukfw7PYCb

[Legend @legendtrade]

Legend is the world’s first Trader vs. Trader arena. Trading is already the world's biggest video game - it’s time to make it multiplayer.

Today, we’re proud to share that we've raised $1.5M in pre seed funding, from top-tier institutions and angels to build the best competitive-social layer for trading.

Become Legend.

[Sam @ReliableNarr]

Live trading will become a spectator sport, an inevitable conclusion of hyperfinancialization and mirroring the same trajectory of videogaming and the multi-billion dollar esports industry. The outcomes of live trading are exponentially more competitive, high-stakes, fast-paced and accessible.

@legendtrade is an inevitability of this trend and generation.

[Big Brain Holdings @BigBrainVC]

@DriftProtocol @JupiterExchange @HyperliquidX @pacifica_fi @bulktrade 12/ Aggregators won bridges (Wormhole) and spot (Jupiter). Perps are next. Trade the router, not the venue. That’s Ranger.

[Big Brain Holdings @BigBrainVC]

1/ The war on liquidity is happening in the perps DEX market. Fragmented books and fragmented incentives demand a unifier. That unifier is @ranger_finance.

[Big Brain Holdings @BigBrainVC]

@DriftProtocol @JupiterExchange @HyperliquidX @pacifica_fi @bulktrade 11/ Venue leadership will keep rotating; fragmentation will likely deepen. The sane response isn’t more tabs—it’s better routing. One interface, one book, fills that clear.