🉐 Crypto Linn|Sep 17, 2026 12:51
Ok so this one's actually different and i need you to read it properly.
@AssetoFinance just included NGI+ on @pendle_fi
It's from Partners Group private infrastructure fund: data centres, power grids, energy, transport, etc. that runs the entire economy but normal people cannot invest in (institutional minimums, multi-year lockups, the whole "sorry you're not rich enough" routine)
Partners Group manages $185B, has been doing infra since 2001, and this strategy has returned ~19.2% net annualised since Feb 2024 of real cash flows.
Basically the yield comes from a power grid and other RWA products and now on Pendle you can lock a fixed rate on it with PT, or take levered exposure to the NAV going up with YT, no KYC needed.
PLUS YT and LP earn 30x Asseto–Reale points (oh???)
one thing tho: NAV updates monthly, so would be good HOLDING YT/LP when the drop hits.
NGI+ by @AssetoFinance, TLDR:
- backed 1:1 by a Partners Group infra fund (data centres, power grids, energy, transport)
- Partners Group = $185B AUM, doing infra since 2001, 500+ real assets in this strategy
- Yield source = real cash flows + asset revaluation, NOT crypto yield. zero correlation to the cycle
- normally: institutional minimums + multi-year lockups. on Pendle: no KYC and no minimum
ze RWA big guys are here and are coming to Pendle
dc: linn is a tier 1 kol supreme for pendle (family friendly and award winning)
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