Framework Ventures launches $400M fund for AI, robotics financing via blockchain
In brief
- Framework Ventures launched $400M fund for blockchain-based financing of AI, robotics, and energy sectors
- Tokenization and stablecoins shift from crypto speculation to financing GPUs, solar projects, and robotics
- Portfolio includes Daylight (solar), Uranium Digital, Mecka AI, and Plasma, marking pivot toward infrastructure utility
From speculation to infrastructure
The industry has moved away from 2020-2021 crypto-native speculation. Anderson said that founders are increasingly coming from traditional finance, energy, and industrial technology rather than anonymous developer communities. The thesis: blockchain's real value isn't in token price pumps, but in enabling cheaper capital for sectors that need it most.
With more than $300 billion in stablecoins circulating onchain, a new source of capital for asset-backed lending has emerged. Framework believes this can unlock cheaper financing for GPUs and computing hardware by converting them into blockchain-based collateral. The capital is already onchain. The question is how to deploy it.
Early bets across sectors
Framework's portfolio reflects this pivot. The firm has invested in Daylight, which finances residential solar projects through a distributed energy network, and Uranium Digital, building a tokenized marketplace for physical uranium. In AI and robotics, the firm backed Mecka AI, a robotics startup supplying training data to frontier AI companies. It also invested in Plasma, a blockchain-based banking platform built around stablecoin payments, and TVL Capital, founded by former Morgan Stanley digital assets team members.
These aren't speculative plays. They're infrastructure bets on tokenized collateral and stablecoin-based lending solving real capital problems in industries that have historically relied on traditional banking or equity markets. Anderson's framing is clear: 2021 may have been the aberration.
