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Podcast: Raoul Pal: The Journey Man
Episode: COSIMO: Tokenizing Venture Capital
Description: Rob Frasca, co-founder and managing partner of COSIMO, applies lessons learned from the early internet days as well as the mobile phone boom to harness crypto. “I’ve seen this movie before… and I know how it ends,” says Frasca in reference to past adoptions of new technologies. Whether it’s the proliferation of email addresses, search engines, or smartphones, the early days are always clunky and saturated with high-valuation companies that turn out to be nothing. Frasca has lived and invested through a few boom and bust cycles. He shares his big-picture techniques and methods of analysis. Frasca dissects t...