Haun Ventures

Backing the founders building the future of finance.

[Haun Ventures @HaunVentures]

A month ago we announced our new $1B fund. Yesterday, our founder @katie_haun joined @emilychangtv at @BloombergLive to talk about how we’re putting it to work.

[Bloomberg Live @BloombergLive]

"We're planning to back founders building what we're calling the new economy, the future of finance, certainly digital assets are part of that." Founder & CEO @HaunVentures' @katie_haun. #BloombergTech @emilychangtv

⏯️https://t.co/Yb7fysxvjl

[Mark Beylin @Beylin]

We’re excited to lead the Seed round of River Markets as they usher in a new institutional era of prediction market trading

[Haun Ventures @HaunVentures]

Institutions trading on event contracts need deep liquidity and powerful tools that ensure they execute trades efficiently.

We’re excited to lead the seed round of @river_markets as they build the prime brokerage layer for prediction markets.

More here: https://t.co/Uv1o17raX4

[Haun Ventures @HaunVentures]

@diogomonica @brxckinridge @ahnchrisj

[Haun Ventures @HaunVentures]

In the Charts, Episode 18: Centrist AI, Predatory Fintech, and the Future of Crypto Infrastructure

In this episode @diogomonica, @brxckinridge, and @ahnchrisj dig into The AI Breakup Bias: As AI models are trained on millions of Reddit comments, relationship advice is shifting. They look at why "end the relationship" is becoming the default answer and the massive societal impact of losing the art of communication.

Timestamps:
0:00 – Intro: Doxing Breck’s full name

0:30 – Chart 1: 15 years of Reddit relationship advice

2:56 – Is your AI bot telling you to break up?

4:30 – Chart 2: AI models vs. Political Polarization

6:00 – Diogo’s "9/11 Conspiracy" anecdote: How AI changes minds

14:00 – Chart 3: The massive wealth transfer in Credit Cards

17:00 – Is the credit market fundamentally broken?

23:00 – Can Stablecoins and AI settlement fix consumer debt?

26:30 – Chart 4: The state of Crypto VC deals in 2026

[Haun Ventures @HaunVentures]

A week ago, we announced $1 billion in new funds. @katie_haun sat down with TBPN’s @johncoogan and @jordihays to dig into our thesis.

[TBPN @tbpn]

Haun Ventures CEO @katie_haun says we’re entering a new economy defined by three structural shifts: financial rails, new asset classes, and the agentic future.

"We're taking this new fund of $1B and backing founders who are building what we're calling the new economy. When I say the new economy, I'm thinking about three structural shifts we're seeing right now."

"The first is new financial rails and infrastructure. Think companies like Erebor. Gone are bankers hours and wire cut-offs. I mean, you're talking about global from day one, 24/7. This is a bank that opened on a Sunday."

"Second are new assets and markets. It started as stablecoins, but we're now talking about tokenizing the stock market. You see companies like BlackRock, Coinbase, and Robinhood doing that. But it's also opened up new markets like prediction and perpetual markets."

"The third structural shift is what we're calling the agentic future. It's not just AI broadly, it's where AI and crypto intersect. We're talking about building for a world where the end user is not necessarily a human of a financial product or service, but is a computer or an agent. How does that impact things like privacy? How does it impact things like provenance and trust? What form will they use? How will agents pay for things or subscribe to services?"

[Haun Ventures @HaunVentures]

Today we're announcing $1 billion in new funds to back the founders building the next era of global finance and technology.

Hear from @Katie_Haun on where we think the world is headed in the article below.

[Katie Haun @katie_haun]

https://t.co/Unfl6DjfUk

[Chris Ahn @ahnchrisj]

We’re doubling down on @OfficialXFX's $17m Series A alongside @CastleIslandVC and @cbventures.

Santi, Beto, Jason, and the team go from strength to strength. In less than a year since we led the seed, the company has reached $5b in annualized volume and become the primary cross border settlement provider for their customers.

XFX is helping money move as seamlessly as information, and we’re excited to continue supporting them in their mission.

https://t.co/FpdARF0ODL

[Haun Ventures @HaunVentures]

WATCH: @katie_haun on @SquawkCNBC this morning with @andrewrsorkin discussing why the future of finance will look completely different

[Katie Haun @katie_haun]

Great to be on @SquawkCNBC with @andrewrsorkin. My take:
--> AI will drive increased financial activity
--> AI agents will eventually transact and exchange value on our behalf
This means we'll need new financial rails designed for machines. The future of finance will look very different.

[Diogo Mónica @diogomonica]

Today @Mastercard acquired @BVNKFinance for $1.8B.

The payments industry has decided it cannot afford to not own these rails.

[Katie Haun @katie_haun]

Congrats to our portfolio company @BVNKFinance on their acquisition by @Mastercard. The competition to own new financial rails has been building for years, as stablecoin growth continues to accelerate. Excited for Jesse, Don and Chris on this milestone 💪

https://t.co/kZ4CKqNVzW

[Haun Ventures @HaunVentures]

@diogomonica @brxckinridge @ahnchrisj

[Haun Ventures @HaunVentures]

In the Charts, Episode 15: Energy = Wealth, Water Gets Cheap & The Barbell Economy

In this episode @diogomonica, @brxckinridge, and @ahnchrisj kick off 2026 with charts on the link between energy and prosperity, the plummeting cost of desalination, and why zero-revenue companies crushed the market in 2025.

00:01 – High income, low energy countries don't exist. But flip it: high energy, low income countries don't either. Produce energy → prosperity follows.
08:57 – The falling cost of desalination is one of the most optimistic charts for humanity. At ~$1/cubic meter and dropping, water scarcity looks increasingly solvable—especially as energy gets cheaper.
15:38 – 2025's biggest public market winners? NASDAQ companies with zero revenue. Second place: the Mag-7. We're living in a barbell economy fueled by speculation on one end and scale on the other.
19:28 – Will 2026 be the year AI productivity finally shows up in the S&P 493? The gains can't stay concentrated in the Mag-7 forever… right?

[Diogo Mónica @diogomonica]

Celebrating @ereborbank, the largest charter ever issued w/ @PalmerLuckey

[Haun Ventures @HaunVentures]

Haun GP @diogomonica joined @johncoogan @jordihays today on @TBPN live from the @NYSE to discuss @ereborbank, building the first federally chartered crypto-native bank in the U.S., the difficulty of securing a charter, and the rise of tech-driven banking infrastructure.

[TBPN @tbpn]

Happy Friday. Big show today:

- @PalmerLuckey (Erebor)
- @JTLonsdale (8VC)
- @typesfast (Flexport)
- @john (Shots)
- @USComptroller (Jonathan Gould)
- @diogomonica (Haun Ventures)
- @WillBruey (Varda Space)
- @slevenback (X-energy)
- @alexeheath (Sources)

See you on the stream.

[Haun Ventures @HaunVentures]

@diogomonica @brxckinridge @ahnchrisj

[Haun Ventures @HaunVentures]

In the Charts, Episode 14: Buying the Top, Venture's Big Shift & The Streaming Wars

In this episode @diogomonica, @brxckinridge, and @ahnchrisj dig into charts on the counterintuitive case for investing at all-time highs, where venture dollars are really flowing, and what Netflix's $72B bid for Warner Bros means for the future of content.

00:01 – Investing at all-time highs actually beats random entry points on 1, 3, and 5 year forward returns. The trend is your friend.
07:15 – North America venture funding is exploding—but it's almost all late-stage. Meanwhile Asia is flat-to-down and Europe is… consistent.
15:44 – Netflix bids $72B for Warner Bros Discovery. Are we heading toward a Netflix vs YouTube duopoly for your screen time?
19:19 – Netflix's model wins on distribution but could make content more mediocre—and could become the first major distributor of AI-generated slop.
28:47 – Which streaming platform will be first to serve AI-generated personalized video? The bet: YouTube.