Opinion: The Next Phase of Crypto May Shift Towards AI Financing Infrastructure, and Blockchain Could Become the Capital Layer

Odaily Planet Daily News: Framework Ventures co-founder Michael Anderson points 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 evolve into a financing infrastructure for capital-intensive industries such as artificial intelligence, robotics, and energy. Blockchain could become the capital layer.

Compared to the 2020–2021 cycle centered on DeFi and crypto speculation, tokenization and stablecoins are transforming from crypto-native applications into a financial infrastructure serving the real economy. They can be used to provide more efficient financing channels for assets such as GPU computing power and energy projects. Currently, over $300 billion in stablecoin liquidity on-chain offers new sources of funding for asset-backed lending, enabling traditionally unsecuritizable equipment (such as servers and computing hardware) to potentially be packaged into financeable assets. (CoinDesk)