Key facts
- Framework Ventures has launched a $400 million fund.
- The fund will focus on financing AI, robotics, and energy infrastructure.
- Tokenization and stablecoins will be used as financial infrastructure.
- Co-founder Michael Anderson believes crypto's role has shifted to solving capital formation for real-world industries.
- The firm sees potential in tokenizing assets like GPUs for financing AI infrastructure.
- Framework has invested in companies like Daylight and Uranium Digital.
Framework Ventures has announced a new $400 million fund aimed at financing capital-intensive industries such as artificial intelligence (AI), robotics, and energy, utilizing blockchain technology through tokenization and stablecoins. Co-founder Michael Anderson stated that the firm's strategy has evolved from building crypto-native products to addressing real-world financing challenges.
Anderson explained that tokenization can unlock more affordable financing for assets like GPUs and computing hardware by transforming them into blockchain-based collateral. He noted that stablecoins, with over $300 billion in circulation, offer a significant source of capital for asset-backed lending in these sectors. Framework's recent investments reflect this strategy, including Daylight, which finances residential solar projects, and Uranium Digital, developing a tokenized marketplace for physical uranium.
The firm observes a shift in founders entering the crypto space, with many now coming from traditional finance, energy, or industrial technology backgrounds. These founders leverage blockchain as underlying financial infrastructure to solve tangible problems. Framework's recent investments include TVL Capital, founded by former Morgan Stanley digital assets professionals, robotics startup Mecka AI, and Plasma, a stablecoin-focused banking platform.