@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
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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.
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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.
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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.
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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
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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.
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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.
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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
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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.
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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.
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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
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Agents are not a model story. They are a settlement story. Chainalysis counts 138M+ x402 agent payments on stablecoin rails, and 87% of them were under ten cents.
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At Money20/20 on 18 October, World launched World ID for banking and finance. World ID for Agents lets a person delegate proof of being human to an AI agent. Design partners include VanEck and Bain Capital. They are exploring use cases, not deployed.
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For institutions: the agent stack is forming in layers. Settlement runs at volume. Spend controls have a first backer. Identity is still in design. Ask which layer your counterparty is on. AI is the intelligence layer; blockchain is the settlement layer. #AIxBlockchain
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