Tokenization is becoming the financing layer for AI and robotics, Framework bets with $400 million fund

Traditional securitization markets struggle to package individual servers or computing equipment into investable products, Anderson said. Stablecoins — with more than $300 billion circulating onchain — create a new source of capital for asset-backed lending.

“We have the capital onchain to finance this industry,” he said.

The same thinking extends 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 marketplace for physical uranium.

A different generation

There’s also a notable shift in the profile of founders building today’s crypto companies, Anderson said.

Rather than anonymous crypto-native developers launching speculative protocols, Anderson said, many founders now come from traditional finance, energy or industrial technology, bringing deep expertise while 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 supplies training data to frontier AI companies; and Plasma, a blockchain-based banking platform built around stablecoin payments.

The venture firm’s strategy mirrors a broader shift across the digital asset industry. Global banks and asset managers 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.