“I’ve been following the flow of assets my entire career, and this is the most dynamic period in technology and finance I’ve ever witnessed,” Haun wrote. “The founders rethinking financial assets and markets have always had to be bold. They operate in spaces where the rules are unsettled, incomplete, or simply unwritten—in short, they shape the frontier. That means they need partners who understand both the technology and the regulatory terrain around it.”
The announcement comes as digital assets have grown into a multi-trillion dollar asset class and stablecoin transaction volumes surged into the double-digit trillions in 2025, a figure the firm said is approaching the combined volume of Visa and Mastercard.
Haun Ventures argues that the convergence of crypto, AI, and loosening regulatory headwinds has created an unusually fertile moment for founders building in financial services. The firm pointed to the tokenization of real-world assets—currencies, securities, commodities like gold and oil—as a trend poised to unlock global liquidity pools unconstrained by regional infrastructure.
The firm also flagged the emerging agentic economy as a long-term structural shift. As AI agents take on a growing share of tasks, they will need native financial rails—payment systems, credit, identity verification, and fraud prevention—designed specifically for how machines transact rather than humans.
Haun told Bloomberg that her firm isn’t going all-in on AI, but rather wants to focus on the intersection of crypto infrastructure and AI agent technology. “We want to do AI that is in our lane,” she said.
Haun Ventures’ previous investments include crypto industry startups like asset manager Bitwise, blockchain analytics firm Chainalysis, and the Palmer Luckey-founded Erebor Bank. The firm’s first fund was larger at $1.5 billion.
Haun scored a pair of notable stablecoin-related exits with BVNK, acquired by Mastercard for as much as $1.8 billion, and Stripe’s acquisition of Bridge, valued at $1.1 billion.