Conventional securitization markets wrestle to bundle particular person servers or computing tools into investable merchandise, Anderson mentioned. Stablecoins — with greater than $300 billion circulating onchain — create a brand new supply of capital for asset-backed lending.
“We have the capital onchain to finance this industry,” he mentioned.
The identical considering extends to power. Framework has invested in Daylight, which funds residential photo voltaic initiatives by means of a distributed power community, and Uranium Digital, which is constructing a tokenized market for bodily uranium.
A distinct technology
There’s additionally a notable shift within the profile of founders constructing at present’s crypto firms, Anderson mentioned.
Somewhat than nameless crypto-native builders launching speculative protocols, Anderson mentioned, many founders now come from conventional finance, power or industrial know-how, bringing deep experience whereas utilizing blockchain because the underlying monetary infrastructure to resolve real-world issues.
Framework’s current investments already replicate that pattern. They embody TVL Capital, based by former members of Morgan Stanley’s digital property crew; robotics startup Mecka AI, which provides coaching information to frontier AI firms; and Plasma, a blockchain-based banking platform constructed round stablecoin funds.
The enterprise agency’s technique mirrors a broader shift throughout the digital asset business. International banks and asset managers are more and more utilizing blockchain rails to problem, commerce and settle conventional monetary property, whereas stablecoins have gotten a part of cross-border funds and treasury operations as banks and fintechs look to modernize fee rails.
