Opinion: The next phase of crypto may shift toward AI financing infrastructure, with blockchain becoming the capital layer

Odaily Planet Daily News: Framework Ventures co-founder Michael Anderson pointed out in his analysis that the core opportunity in the next phase of the crypto industry may no longer be limited to crypto assets themselves, but rather to 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 native crypto applications into financial infrastructure serving the real economy. They can provide more efficient financing channels for assets such as GPU computing power and energy projects. Currently, there is over $300 billion in stablecoin liquidity on-chain, offering new funding sources for asset-backed lending. This makes traditionally non-securitizable equipment (such as servers and computing hardware) possible to package as financeable assets. (CoinDesk)