Traditional securitization markets struggle to package individual servers and computing equipment into investable products, Anderson said. With over $300 billion in circulation on-chain, stablecoins create a new source of capital for asset-backed financing.
“We have the capital on-chain to fund this industry,” he said.
The same idea applies to energy. Framework is an investor in Daylight, which funds residential solar projects through a decentralized energy network, and Uranium Digital, which is building a tokenized market for physical uranium.
different generation
Anderson said there has also been a noticeable change in the profile of the founders who build today’s crypto companies.
Anderson said that instead of anonymous crypto-native developers launching speculative protocols, many founders now come from traditional finance, energy, and industrial technology backgrounds, bringing deep expertise while using blockchain as the underlying financial infrastructure to solve real-world problems.
Framework’s recent investments already reflect that trend. These include TVL Capital, founded by former members of Morgan Stanley’s digital assets team. Robotics startup Mecka AI provides training data to cutting-edge AI companies. Plasma is a blockchain-based banking platform built around stablecoin payments.
The venture’s strategy reflects broader changes across the digital asset industry. Banks and asset managers around the world are increasingly using blockchain rails to issue, trade, and settle traditional financial assets, while stablecoins are becoming part of cross-border payments and treasury operations as banks and fintechs look to modernize payment rails.
