Framework Ventures, co-founded by Michael Anderson, has recently shifted its focus toward the energy sector, particularly exploring decentralized physical infrastructure networks (DePIN). Anderson highlighted that the increasing energy demands from tech companies—especially due to the AI arms race—have created significant opportunities for disruption in the energy market. With major narratives in crypto mostly aligned with well-trodden paths like memecoins and ETFs, energy stands out as a non-consensus area. Anderson believes that DePIN can effectively be integrated within the energy industry, much like how decentralized finance (DeFi) has transformed financial services. He pointed to projects like those aiming to incentivize solar farm builders using crypto rewards to promote greener energy grids. According to Anderson, energy represents a highly fragmented, liquid, and in-demand industry that could thrive on blockchain technology, suggesting that the potential of DePIN in this field will become increasingly pronounced in the upcoming year.

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