Framework Ventures completed a $400 million new fund, focusing on the cross-cutting areas of monetization, stabilization and cutting-edge technology. The agency judges that the next stage of growth in the block chain is no longer just an internal cycle of encrypted assets, but rather provides access to financing for heavy asset industries such as AI, robotics and energy.

The financing scene on the bet chain

According to Michael Anderson, co-founder of Framework, the focus of the industry has changed markedly. Between 2020 and 2021, markets were built around DeFi, DAO and encryption-oriented products; more and more entrepreneurs are now using block chains as a financing infrastructure for real industries.

In his view, monetization, block-chain networks and stable currencies were evolving from encrypted raw products to new financial instruments. Their use is not just for transactions and speculation, but also for financing industry organizations that require large upfront inputs.

AI Calculus is considered a priority orientation

Framework has made AI infrastructure one of the most important scenarios. According to Anderson, GPU and other computing hardware have the conditions to create collateral and could provide lower-cost financing for such assets if they are linked by monetization.

He mentioned that it was difficult for the traditional securitization market to package single servers or single computing devices into investmentable products, while the chain stabilization pool was providing another path. With stable currencies on a chain scale of over $30 billion, this is considered to be a new source of asset-supporting loans.

Investment extended to energy and payments

Framework's recent investments also reflect this judgement, covering energy, robotics and stable currency payments, including:

  • Daylight: Financing residential solar projects through distributed energy networks
  • Uranium Digital: Building a monetization market for physical uranium
  • Plasma: Building a block chain banking platform around stable currency payments

In addition, the agency invested in TVL Capital and Mecka AI, a robot-starter company. The former was created by former Morgan Stanley Digital Asset Team members, while the latter provided training data for Frontline AI.

Anderson added that the background of entrepreneurs entering the encryption industry is also changing today. The new generation of founders came more from the traditional areas of finance, energy and industrial technology than from earlier anonymous developers and speculative agreements, with a focus on the use of block chains to solve the problem of financial organization in real operations.

More broadly, this judgement is also consistent with industry trends. Global banks and regulatory agencies are increasingly using block-chain networks to issue, trade and settle traditional financial assets, and stable currency is being expanded in cross-border payments and business fund management.