COSIMO: Tokenizing Venture Capital

Published on
February 7th, 2022
54 minutes

Inside an Actively Managed Crypto Fund: How Experts Pick and Manage Their Assets

COSIMO: Tokenizing Venture Capital

Featuring Rob Frasca and Ash Bennington

Published on: February 7th, 2022 • Duration: 54 minutes

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 the crypto investment economy into “six pillars”: infrastructure, decentralized governance, NFTs, payment rails, DeFi, and Web 3.0. See how he ties these categories together to frame COSMIO’s overall investment thesis. Interviewed by Ash Bennington on January 21, 2022.