PANews June 28 news, according to CoinDesk, Framework Ventures co-founder Michael Anderson stated that the core opportunity in the next phase of the crypto industry may no longer be limited to crypto assets themselves, but become a financing infrastructure for capital-intensive industries such as artificial intelligence, robotics, and energy. 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.

Michael Anderson believes that currently over $300 billion in stablecoin liquidity on-chain provides a new source of funding for asset-backed lending, allowing equipment that has traditionally been difficult to securitize (such as servers and computing hardware) to be packaged as financeable assets. In terms of investment direction, Framework has already made deployments in AI infrastructure and robotics-related projects, including Mecka AI, which provides training data for cutting-edge AI companies, Plasma, an on-chain banking platform based on stablecoin payments, and energy and real-world asset tokenization projects.

Furthermore, compared to the 2020–2021 cycle centered on DeFi and crypto speculation, the current industry is shifting toward "real-world financing and infrastructure construction," with blockchain upgrading from a transaction application layer to a cross-industry capital network. He emphasized that the current phase may mark a structural shift for the crypto industry from "speculation-driven" to "infrastructure-driven."