Conventional securitization markets wrestle to package deal particular person servers or computing gear 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’ve got the capital onchain to finance this trade,” he mentioned.
The identical pondering extends to power. Framework has invested in Daylight, which funds residential photo voltaic tasks via a distributed power community, and Uranium Digital, which is constructing a tokenized market for bodily uranium.
A unique technology
There’s additionally a notable shift within the profile of founders constructing as we speak’s crypto corporations, Anderson mentioned.
Reasonably than nameless crypto-native builders launching speculative protocols, Anderson mentioned, many founders now come from conventional finance, power or industrial expertise, bringing deep experience whereas utilizing blockchain because the underlying monetary infrastructure to unravel real-world issues.
Framework’s latest investments already replicate that pattern. They embody TVL Capital, based by former members of Morgan Stanley’s digital property group; robotics startup Mecka AI, which provides coaching knowledge to frontier AI corporations; and Plasma, a blockchain-based banking platform constructed round stablecoin funds.
The enterprise agency’s technique mirrors a broader shift throughout the digital asset trade. 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 cost rails.