Framework Ventures: The next phase of crypto may shift to AI financing infrastructure, and blockchain will become the capital layer.

Golden Finance reported that Michael Anderson, co-founder of Framework Ventures, said that the core opportunity in the next phase of the crypto industry may no longer be limited to crypto assets themselves, but rather become the financing infrastructure for capital-intensive industries such as artificial intelligence, robotics, and energy, with blockchain serving as the capital layer.

Compared to the 2020–2021 cycle centered on DeFi and crypto speculation, tokenization and stablecoins are evolving from crypto-native applications into financial infrastructure serving the real economy, which can be used to provide more efficient financing channels for assets such as GPU computing power and energy projects. The current on-chain liquidity of over $300 billion in stablecoins provides new sources of funding for asset-backed lending, making it possible for traditionally non-securitizable equipment (such as servers and computing hardware) to be packaged as financeable assets.