Venture Capitalist ★ Internet Pioneer ★ 4x Entrepreneur ★ Investor ★ Innovator ★ Amplifier ★ Veteran Naval Flight Officer passionate about creating companies.
Joined March 2008
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Rob Frasca retweeted
Charles Schwab is about to launch DIRECT crypto trading.
This is when everything changes.
No one is ready.
Schwab Crypto™ is on the way. Schwab Crypto accounts (offered by Charles Schwab Premier Bank, SSB) will provide direct access to Bitcoin and Ethereum trading, in-depth digital assets education, and more. Read the full press release: brnw.ch/21x1F79
Rob Frasca retweeted
𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline.
Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data to X.
Here's how it works:
1. When you search for or post a cashtag (or contract address), X will automatically suggest matching stocks or crypto tokens, so you can select the exact asset you had in mind.
2. Anyone who taps a Cashtag will see posts mentioning it along with its price chart—without ever leaving X.
This ensures that you're always matched to the chatter for the right stock or token.
Cashtags are just the first step in our commitment to be the best destination for the finance and crypto community.
Rob Frasca retweeted
Jeff Bezos just told you exactly how to price AI.
Nobody listened.
Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.”
Horizontal enabling layer.
Three words that reprice the entire technology sector.
The iPhone was a vertical. One product. One new market.
Electricity was a horizontal. One substrate that rewired every market on Earth.
Wall Street is pricing AI like it is the next iPhone. Bezos is telling you it is the next electrical grid.
Right now, thousands of companies are trying to sell AI as a product.
A feature. A tool. A subscription tier.
Every single one of them will be priced to zero.
You do not sell a horizontal layer. You do not compete with it. You build on top of it or you disappear beneath it.
For a century, entire industries survived on one thing. Complexity.
The friction of navigating law, medicine, logistics, finance. That was the moat. If you could not memorize the maze, you could not compete.
A horizontal layer does not navigate the maze. It dissolves the walls.
Electricity did not compete with the candle industry. It erased the need for one.
The most dangerous part of a horizontal shift is how quiet it is. It moves underneath the economy. The surface looks normal. Revenue still holds.
Every day you operate on the old substrate, you accumulate a debt you cannot see and cannot repay.
The internet repriced distribution. AI is repricing cognition itself.
When intelligence becomes a utility that runs through the walls of every company on Earth, the premium on human expertise does not erode. It evaporates.
This is not a disruption. Disruptions replace products.
This replaces the ground you are standing on.
Rob Frasca retweeted
things keeping me up at night about where AI is actually going:
1. "ambient businesses" are coming. basically, agents monitor the market, handle customers, execute decisions. you check in every few days. 7-8 figure businesses with almost no daily human input. we're early but it's happening.
2. you can now build a company in an hour. grab an idea, vibe code it, add stripe, get a customer. the old timeline was 12 months to first revenue. that's just gone.
3. the internet went app store era → API economy → agent economy. we're now in the part where agents hire other agents on the fly. fixed tech stacks are dissolving. nobody's built the glassdoor for AI agents yet.
4. vertical AI is replacing headcount. that's 10x the market that vertical SaaS ever touched. boring industries like insurance, construction, legal, elder care are the goldmine.
5. SaaS pricing is flipping from per seat to per result. someone is going to build a billion dollar business just by converting legacy SaaS companies to outcome based pricing
6. a whole graveyard of generic SaaS is coming. basic CRMs, analytics dashboards, template marketplaces, scheduling tools. agents just do it better. lots of incumbent saas that are generic and not reinventing themselves right now will struggle/reprice.
7. "human made" is becoming the new luxury. porsche already ran a 100% human made ad campaign. no AI is going to be a premium label like organic is for food. there's a real business in that certification.
8. IRL is having a renaissance. when everything is AI generated, being in a room with other humans becomes scarce. karaoke bars, escape rooms, live music, co-working. the experience economy is accelerating.
9. founder market fit is dead. founder agent fit is what matters now. can you direct a fleet of agents like a film director? that's the new unfair advantage.
10. ghost team org charts are coming. two real people, twelve agents with names, faces, personalities. your about page is going to look the same
11. 1000 true fans is now 100. agents cut your costs so much that 100 customers at $500/mo is a real solo business. micro monopolies across multiple niches. this is the playbook.
12. context window poisoning is the new phishing. cybersecurity hasn't caught up. agents have access to your files, email, bank accounts. bad things are going to happen. it's also a massive startup opportunity.
13. the window is open for maybe 12-24 months. then the moats get built like data, brand, trust, network
14. build cost is basically zero. audiences are underpriced. niches are wide open.
idk about you but i'm not sleeping much
so much opportunity
this is the most asymmetric time to be building a startup.
full episode on @startupideaspod to get your creative juices flowing (latest episode get it where you listen/watch pods)
no advertisers, just pure ideas to help you
im rooting for you
don't just bookmark share with a friend
watch
Rob Frasca retweeted
🇺🇸 $11T GIANT ENTERS CRYPTO 🇺🇸
Schwab signals it wants to become the world’s largest XRP and crypto exchange.
The BIG banks are moving FAST and the shift is already happening.
40 million users loading in soon…
$XRP is at the center 🚀
Rob Frasca retweeted
🔥 JUST IN: $1.6T Franklin Templeton to acquire a CoinFund spinoff as it expands deeper into crypto.
Rob Frasca retweeted
Excited to speak today at this year's @blockworksDAS after a historic week for America's digital asset markets.
Tune in below for my remarks and a fireside chat at 11:55AM ET today! ⬇️
DAS NYC Main Stage live:
nitter.cf/i/broadcasts/1jxXgeblL…
Rob Frasca retweeted
Let me make this very clear: Big Banks (think JPMorgan Chase, Bank of America, Wells Fargo, etc.) are lobbying overtime to block Americans from getting higher yields on their savings—while trying to block any rewards or perks from being given to customers.
These banks, and others, pay rock-bottom rates on standard savings (often 0.01%–0.05% APY), even as the Fed pays them 4% or more. This massive spread fuels record profits, with almost none passed back to their customers / everyday depositors.
Today, the banks are desperately targeting crypto/stablecoins, where platforms plan to offer 4–5%+ yields or rewards. The ABA and other lobbyists are spending millions trying to ban or restrict those yields via bills like the Clarity Act, crying “fairness” and using words like "stability"—when it's really about protecting their low-rate monopoly and preventing deposit flight. This is anti-retail, anti-consumer, and straight-up anti-American.
Next time you see a big bank dropping billions on a shiny new Midtown Manhattan HQ, you know exactly where that money comes from: the non-existent interest rate they “pay” you!
Fortunately, the big banks are losing this fight as customers wake up to the games…
@worldlibertyfi
Rob Frasca retweeted
This might be the most important tweet of the year.
We're at an inflection point.
The internet is evolving from moving information to moving value.
Blockchain, stablecoins, and AI aren't separate trends — they're converging into something much bigger: a reimagined global economic system, built natively on the internet.
We are entering a world where, in my view, tens or even hundreds of billions of AI agents will interact and perform economic functions over the internet.
They'll need programmable digital dollars and open infrastructure to do it. That's exactly what we've been building at Circle.
Circle’s Q4 showed this isn't just a vision anymore — it's happening. USDC expansion continued, our share of stablecoin transaction volume approached 50%, and our broader platform expanded well beyond issuance into the infrastructure layer of onchain finance. Arc. CCTP. Circle Payments Network. StableFX. Each one a building block for what comes next.
The opportunity ahead has never been greater. And we're just getting started.
Full results at investor.circle.com
Rob Frasca retweeted
Linktree gives you a page.
Amped.Bio gives you a page AND passive income.
Your fans stake tokens to your Creator Pool. You both earn. Zero fees. 50+ animated themes. Built on a creator-owned blockchain.
The link-in-bio era just ended. The creator economy era just started.
ampedbio.com
Rob Frasca retweeted
Tokenization has the potential to transform our financial markets—increasing transparency and creating greater predictability.
Under my leadership, the @SECGov is embracing innovation and working to provide clarity for market participants.
Rob Frasca retweeted
Check out the latest article in my newsletter: The Neural Bridge: Why the Smartest Leaders Are Simulating 2035 Today linkedin.com/pulse/neural-br… via @LinkedIn
Rob Frasca retweeted
THE NEW ERA OF TRADITIONAL MARKETS
"We've built the infrastructure to tokenize equity markets" -NYSE President Lynn Martin
The world's largest stock exchange isn't asking IF They're asking WHEN 🔥
Rob Frasca retweeted
BlackRock CEO Larry Fink tells the World Economic Forum the world must move faster toward digitized currencies under a single unified blockchain to “reduce corruption.”
He outlines a vision where every asset is placed on one system, including stocks, bonds, real estate, money market funds, and cash.
In that system, ownership would be tokenized, fractionalized, programmable, and instantly transferable on one all-encompassing blockchain ledger.
Rob Frasca retweeted
Coinbase CEO Brian Armstrong on RWA tokenization 👇
Tokenization will reinvent finance. Everything that can be tokenized will be, because it’s simply better for users through real-time settlement, improved liquidity, and higher efficiency.
RWAs are going to bring trillions 🔥
Rob Frasca retweeted
💥THE WAIT IS OVER
🇺🇸SEC Chair Paul Atkins confirms a crypto innovation exemption is coming this month. 🔥
Regulatory clarity is arriving. U.S. crypto is going mainstream.
IT'S HAPPENING...!!! 🚀
Rob Frasca retweeted
Yesterday, @carlosdomingo stopped by Fast Money to discuss tokenization going mainstream on Wall Street.
Tokenization is a $400 trillion opportunity.
Rob Frasca retweeted
In an historic milestone, DTC received a No‑Action Letter from the SEC to tokenize certain DTC‑custodied assets. By leveraging blockchain, DTCC aims to bridge TradFi and DeFi, advancing a more resilient, inclusive and efficient global financial system.
brnw.ch/21wYhMo
Rob Frasca retweeted
Tokenization is shaping the next evolution of global markets. In @TheEconomist, Larry Fink and Rob Goldstein discuss how tokenization can modernize market infrastructure, enhancing efficiency, transparency, and access by connecting traditional and digital finance. Read more:
