Jason Brooke Is Betting on Stablecoins as the Next Layer of Financial Infrastructure

Jason Brooke is shaping his investment thesis around areas where finance and technology are rapidly converging. Recently promoted to principal at Sapphire Ventures, he focuses on fintech, vertical software and crypto, with a growing emphasis on how digital assets are redefining financial systems.

One of the key areas he has been pushing internally is stablecoins—not as a passing trend, but as a foundational shift in how payments and financial services could operate. His conviction in this space led him to source Sapphire’s investment in Rain, a company that enables businesses to issue and manage payment cards and wallets linked to stablecoin balances.

The bet was clear: Rain could evolve into a core infrastructure layer for stablecoin-based payments. That early conviction paid off quickly. Just four months after its $58 million Series B, the company went on to raise a $250 million Series C at a $1.95 billion valuation, signalling strong market confidence.

Beyond sourcing deals, Brooke stays closely involved with portfolio companies, helping them scale by making introductions to potential hires, partners and customers—an increasingly important role in growth-stage investing.

His approach to investing is also deeply influenced by technology itself. AI tools are now part of his daily workflow, from internal systems that surface promising founders to platforms like ChatGPT, Claude and NotebookLM that help him quickly understand new industries and trends.

This blend of thematic conviction and hands-on execution defines Brooke’s style as an investor—one that looks ahead while staying grounded in practical support.

Because in a fast-evolving financial landscape, the biggest opportunities often come from recognising what’s not just new—but foundational.