@robfrasca

Venture Capitalist ★ Internet Pioneer ★ 4x Entrepreneur ★ Investor ★ Innovator ★ Amplifier ★ Veteran Naval Flight Officer passionate about creating companies.

 Miami
amped.bio/@CosimoRob
Joined March 2008
  • Tweets10.7K
  • Following2.4K
  • Followers9.9K
90Media
In a world where the only constant is change, adapting to the pulse of innovation is not just a skill > it's survival. The future isn't written in stone; it's sculpted by the bold who dare to challenge the status quo.
2
4
679
Stablecoins reach mass adoption inside apps people already use, issued by banks that already hold the licence. Today HSBC switched one on for 3.3 million PayMe users in Hong Kong.
1
91
more replies
Fed balance sheet, week to 21 October: total assets flat at $6.75T. Reserve balances fell $61B to $2.97T. Reverse repo rose $7B to $334B. The balance sheet looks unchanged. The settlement cash underneath it moved.
1
7
Second-order effect: the stablecoin story is leaving crypto venues for bank apps, while the cash it competes with sits in money funds and Fed reserves. Licence, distribution, reserves. This isn't a crypto problem. It's a capital-markets problem. #Macro
5
The OCC finalized its GENIUS Act stablecoin rule on Wednesday. Issuers cannot pay yield. Exchange rewards go to case-by-case review. The fight over who earns on the dollar just moved from Congress to supervisors.
1
93
more replies
Coinbase and The Block Pro Research put adjusted stablecoin transfers at $891B in Q3, over $400M an hour, roughly 4x since early 2023. About 73% of screened volume in the 12 months to 31 July moved outside US banking hours.
1
1
8
For institutions: two regulators this week wrote operating terms, not opinions. Redemption triggers. Fund classification. Custody disclosure. The volume already runs at all hours. Markets don't fix structural flaws. Architecture does. #DigitalAssets
5
Anthropic's own data: junior staff were 27% of its technical hires a year ago. Now they are 9%. The company selling the agents has published what its own hiring looks like.
1
1
1
177
more replies
Replit CEO Amjad Masad said at TechCrunch Disrupt that Replit is no longer working with Anthropic, citing cost, terms and performance. He later said Replit stays model agnostic. A source close to the deal says it is still in place. The claims are contested.
1
49
What this rhymes with: every platform shift I have worked inside. The early signs are not in the technology. They are in hiring, access rules and vendor terms. Your experience isn't obsolete. It's the essential input that makes AI valuable. #EnterpriseAI
14
Tokenization did not replace the repo market. It plugged into it. BNY and Citadel Securities just ran a tokenized Treasury through a triparty repo, settled in minutes.
1
109
more replies
WisdomTree's September metrics (12 October) put tokenized fund assets near $1.3B, up 65% year to date. Against roughly $176B in total firm assets, that is a real line item, still early. Growth is visible. Share is not.
1
5
Second-order effect: products that fit existing collateral, liquidity and reporting rules move first. Ask three things: who settles, who supervises, how do you exit. Institutions don't adopt narratives. They adopt infrastructure. #Tokenization
7
Load more