I’m excited to share that I’ve joined the team at @HaunVentures, helping drive investments into world class crypto founders building the future. I met the team at Haun several months ago, and was immediately impressed by both their taste and their seriousness—every single person on the team is simply a weapon. Having been a builder in crypto and now an investor for almost 10 years now, it was honestly refreshing to find a group so focused on backing founders building great businesses, not just chasing hype. Crypto is now going mainstream. We’ve discussed crypto crossing the chasm for so many years that I started to think the other side was a mirage, and that we were simply stuck building in the lurch forever. Yet somehow… the institutions aren’t just “coming”, they’re actually here. We think the calibre of talent and bar for quality in crypto is rising faster than ever before: in every market, at every layer of the stack. Old metas are dying, but in their place we are developing new ways to create distributed economies that challenge legacy institutions and business models. Crypto is eating the world and I’m excited to be on the front lines investing in a generation of founders that understand how to leverage crypto primitives to create a massive impact on Earth. At Haun we make concentrated bets on founders we believe are building something huge. If you think that’s you, hit me up :)

In the Charts, Episode 7: Boomers Won’t Retire, Gen Z Won’t Bank 🎙️In this episode @diogomonica, @brxckinridg, and @ahnchrisj are joined by their first-ever guest host — @HaunVentures GC @jamesrathmell — to unpack venture exits, bull market?, and why Gen Z might skip the bank account entirely. 00:30 – Venture-backed exits are weird rn 05:54 – Spectrum of exit opportunities (onchain IPOs) 08:00 – Bull market? 15:00 – Gen Z's fintech future: wallets > wire transfers 22:00 – Social platforms as the fintechs of the future 25:00 – Boomers aren’t retiring. What happens next?

In the Charts, Episode 6: Less engineers but also everyone is gonna be an engineer 🎙️This week @diogomonica, @brxckinridge, @ahnchrisj discuss why it could make sense for @OpenAI to look to stablecoins, what U.S. tech employment trends say about the future of engineering, and whether institutional de-dollarization threatens stablecoins at all. 00:45 – Only 2.5% of ChatGPT’s users pay 06:00 – Can stablecoins unlock OpenAI’s next growth phase? 12:30 – The drop in U.S. tech jobs 16:00 – Will everyone become an engineer? 24:00 – The real story behind dollar outflows 30:00 – Do local stablecoins matter?

In the Charts, Episode 5: Narrative Violations and Robot Revolutions 🎙️: @diogomonica, @brxckinridge, and @ahnchrisj unpack why @ethereum is defying bearish L1 narratives with net inflows despite the chatter on this website. Then, the team breaks down @Waymo's stealthy surge toward ride share dominance in SF and discuss how a trifecta of charts reveal the slow, steady rebound of crypto lending. 00:45 - Ethereum narrative violation 07:25 - Waymo is winning in SF 14:20 - Deep tech's long road pays off 18:15 - Biggest player in CeFi lending 23:00 - DeFi vs CeFi lending

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Delighted to announce we're investing in @OfficialXFX, a crypto-native FX platform solving stablecoin liquidity bottlenecks in cross-border payments. XFX is building the missing piece to make global payments as fast as the internet. More from Chris here 👇

Big news—XFX is live! We’re building the institutional infrastructure for cross-border settlement and have raised a $9.1M seed round led by @HaunVentures, @CastleIslandVC, @oakhcft, MAYA Capital, @cbventures, @Paxos, @bitso and others. The future of money movement is here 🌍

Fintech and crypto continue to merge (pun intended). Congrats to one of the most thoughtful teams out there @henri_stern @asta_li @segall_max !

The focal point of CT this morning is @bulletxyz_. A product only possible with Sovereign SDK. I'm overjoyed. Years of hard-work will soon start paying off.

The U.S. Should Lead on Stablecoins Stablecoins are to finance what broadband was to the web: the substrate for something much larger. They represent one of the most tangible use cases for crypto—a digital dollar that moves at the speed of the internet, backed by real-world assets like U.S. dollars and Treasury bonds. What began as tools for crypto trading are now rapidly evolving into a foundational layer for global payments. Stablecoins enable seamless global payment systems that truly meet the needs of a global economy. From major fintechs and traditional financial institutions to multinational enterprises, stablecoins are being used for remittances, merchant payouts, treasury management, and B2B flows, unlocking speed, interoperability, and transparency in ways legacy systems cannot. They are quickly becoming core financial infrastructure. Citibank recently released a report projecting that stablecoin circulation could grow from approximately $230 billion today to $1.6 trillion (base case) or $3.7 trillion (bull case) by 2030. Citi also estimates that stablecoin issuers could drive more than $1 trillion in net new purchases of U.S. Treasuries by 2030—potentially surpassing any single foreign country as holders of U.S. government debt. The financial implications of this shift are massive. New research from the Bank for International Settlements (BIS) found that stablecoin flows compress short-term Treasury bill yields, producing effects similar to small-scale quantitative easing, ultimately helping reduce the national debt at a time when it is otherwise soaring. There are also national security implications, given that the current largest holders of U.S. debt are foreign countries with complex geopolitical relationships. Stablecoins are digital dollars, core payments infrastructure, and increasingly, monetary instruments with global policy relevance. As SEC Commissioner Mark Uyeda emphasized this week, tokenized assets offer “greater efficiencies in settlement, recordkeeping, and compliance.” Regulatory frameworks should evolve to embrace these capabilities, not resist them. Legislation like the GENIUS Act and the STABLE Act provides the regulatory scaffolding for stablecoin issuance in the U.S., including provisions for audits, 1:1 reserves, and state/federal oversight. This doesn’t just unlock safer onchain activity for existing crypto users; it creates an entirely new avenue for institutional use cases and helps preserve America’s economic leadership in the global financial system. Tokenization won’t stop at money. The next wave will bring real-world assets (RWAs)—from equities and bonds to funds and private credit—onchain. Stablecoins have demonstrated the playbook: start with simple, high-velocity use cases, build trust through scale, then extend the architecture to more complex assets. We are rebuilding the financial system for a digital age from the ground up. This Administration, along with several federal courts, has acknowledged that reality. It’s time for leaders on both sides of the aisle in Congress to do the same.