Traditional securitization markets struggle to package individual servers or computer equipment into investable products, Anderson said. Stablecoins, with over $300 billion circulating on-chain, create a new source of capital for asset-backed lending.
“We have the on-chain capital to finance this industry,” he said.
The same thinking applies to energy. Framework has invested in Daylight, which finances residential solar projects through a distributed energy network, and Uranium Digital, which is building a tokenized market for physical uranium.
A different generation
There is also a notable shift in the profile of founders building today’s crypto companies, Anderson said.
Instead of anonymous crypto-native developers launching speculative protocols, Anderson said, many founders now come from traditional finance, energy or industrial technology, bringing deep experience using blockchain as the underlying financial infrastructure to solve real-world problems.
Framework’s recent investments already reflect that trend. They include TVL Capital, founded by former members of Morgan Stanley’s digital assets team; robotics startup Mecka AI, which provides training data to cutting-edge AI companies; and Plasma, a blockchain-based banking platform built around stablecoin payments.
The venture firm’s strategy reflects a broader shift in the digital asset industry. Global banks and asset managers are increasingly using blockchain pathways to issue, trade and settle traditional financial assets, while stablecoins are becoming part of cross-border payments and treasury operations as banks and fintechs seek to modernize payment pathways.
