Web 3.0 in Asia investor @pangacapital

Joined February 2020
On October 6, our Co-Founder and CEO Bridget Li joined Vincent Ng, Managing Director and Head of Asia at @partnersgroup, at the Solana Capital Forum in Singapore, an invitation-only gathering hosted by the @SolanaFndn during TOKEN2049 week. Their joint session, “Private Markets Royalties on Solana”, looked at how institutional-grade royalty assets can move on-chain. Music and film royalties are the income a work earns each time it is streamed, licensed or distributed. The cash flows are long-dated and tied to how the works are used, but the asset class has mostly stayed in private markets. As of July 31, 2026, Partners Group's royalties platform stood at around USD 2.2 billion, spanning more than 50 investments and over 100,000 royalty streams, including The Weeknd's catalogue and a portfolio of well-known film and TV titles. Guests could scan a code at the session to listen to a playlist drawn from that catalogue. The pathway Bridget and Vincent presented has three layers. Partners Group provides the institutional royalty portfolio. Asseto provides the technology and operations for tokenization, covering compliance workflows and ongoing servicing. @solana provides settlement, distribution and composability. The aim is to make royalty exposure programmable, transferable and financeable, so holders can use it as collateral, subject to the terms of the relevant product documentation, and reach secondary liquidity. NGI+ follows the same approach, it is already live on @pendle_fi, where its principal and yield trade separately in an open market. Bringing an asset on-chain is the first step, and what counts is what holders can do with it afterward. From private infrastructure to royalties, more private market assets are finding a path on-chain. As the roles of asset managers, infrastructure providers and networks become clearer, these assets may come to do far more on-chain than simply being held, and that is what we will keep building toward.
1
3
503
All @Ondo products should be MCP-native: discoverable through AI, auto-configured for agent treasuries, with policy and geo built in. This is AI-native distribution for finance—and what @Vishwa_lab and @Ondo are building together. Thanks @armandkhatri for always backing us.
Introducing the Ondo Network, the execution layer for open financial markets, and the evolution of our vision for Ondo Chain. Fast and private like a CEX. Verifiable like a blockchain. Non-custodial in design. How it works: → Enclaves for private, high-speed execution → Decentralized attestors for verifiability → Blockchains for asset transfer settlement The first application powered by the Ondo Network is @OndoPerps, the high-performance perpetual futures platform. But the Network is not a perps-specific system. It is general-purpose infrastructure for any application that needs execution speed, privacy, and distributed, verifiable correctness. Spot markets, structured products, lending markets, and more can all be built on it. Our mission has always been to make finance more accessible, and blockchain was our most powerful tool for getting there. But we always let the goal, not the technology, lead. And building for Ondo Perps, we realized that addressing the infrastructure constraints that matter today didn’t require us to build a chain — at least in the traditional sense — at all. Financial infrastructure always meant tradeoffs: speed, privacy, control, verifiability, you bought one by giving up another. Those tradeoffs seemed inherent. They weren’t. They came from forcing execution, verification, and settlement into one place. Separate them, and you can have the right technology for the right use. That’s the Ondo Network. Though the Ondo Network was first launched to enable Ondo Perps, this is only just the beginning of what can be done, including further opening the attestor set, proof-of-stake security, onchain state settlement, additional cryptographic proofs, selective privacy, and novel roles for staking. Note that with each of these, the Ondo Network starts to look more like what people have always actually valued in a blockchain: many independent operators, one shared history, security that comes from economics and cryptography instead of mere trust, and rules anyone can check. But it does so in a way that gives users the speed and privacy they want. That’s why the Ondo Network is really the continuation of what we set out to build with Ondo Chain. It isn’t a blockchain today; it doesn’t need to be. But as the Network evolves, we expect that distinction to get harder to make. While the Ondo Network isn’t the blockchain we initially planned, it’s actually the truer expression of why we wanted one. The future of open financial markets won’t be defined by onchain or offchain, but by the properties that they need to function: speed, privacy, robustness, verifiability, composability, and access, all in different measures for different use cases. The Ondo Network is not a bet on any one technology, but on the goal every technology we’ve adopted was meant to serve: a financial system genuinely accessible to everyone. One that’s composable and non-custodial. Verifiable without being fully visible. Fast without being centralized. Private without being opaque. The Ondo Network is the evolution of the vision for Ondo Chain. And the first version is live today.
1
6
642
Introducing Asseto Instant. A new settlement layer built for RWA secondary trading, closing a gap the RWA industry has left open for years. RWA has spent years building the asset side: compliant issuance, on-chain minting, subscription and redemption. But once you hold an RWA token, the next question is simple: I want to buy or sell, now. The answer has never been very good. Primary redemptions come with lock-ups. On-chain DEX pools are thin. Quotes sit scattered across protocols and market makers. Asseto Instant closes this gap. It aggregates on-chain AMM liquidity and off-chain market maker quotes into one interface, matches every order to its optimal execution path automatically, and displays only the best available result. Multiple market makers quoting in parallel. Three settlement paths, all handled behind the scenes. One click, best execution. Read the full breakdown: asseto.finance/insights/asse…
1
3
402
NGI+ is now live, bringing the Partners Group Evergreen SICAV - Next Generation Infrastructure strategy on-chain, with Asseto providing the tokenization infrastructure. Private infrastructure is one of the most valued allocation asset classes among institutional investors, yet it has historically been difficult to access. NGI+ was designed to bridge that gap, giving eligible investors on-chain economic exposure linked to the net asset value performance of an established global private infrastructure strategy managed by Partners Group. Asseto built the full on-chain lifecycle infrastructure for NGI+, from aligning legal structures with smart contract logic, to connecting on-chain flows with the underlying fund's operational cadence, to delivering continuous proof of reserves and independent audits. This is the most structurally complex asset we have brought on-chain to date, extending our coverage from money markets, fixed income, and supply chain finance into private infrastructure equity. Read more in our latest article➡️asseto.finance/insights/asse…
1
2
1
11
1,818
🧵 Insights into the Asia robotics space A thread🧵
1
2
1
2
341
We use ‘crypto’ to name three distinct things. This thread clarifies them and explores what’s next.
🧵 A Tale of Three Cryptos: Fixing the Semantics to See the Opportunity A thread 🧵
3
341
🧵 A Tale of Three Cryptos: Fixing the Semantics to See the Opportunity A thread 🧵
7
1
1
5
1,372
Cool superpower AI spending agent built by @Vishwa_xyz , one team that keeps shipping. Vishwa’s agents are integrated with Kite passport giving it payments rails, identity, and guardrails through smart contract programmability. Bitcoin miners who borrow stablecoin and then need to spend those stablecoins for upfront mining equipment and electricity bills can do this automatically with Vishwa’s agents powered by Kite. Check out the cool demo below.
🤖 Agent builders: meet your new superpower. With one single API call, Vishwa makes your agents: ⚡ Trustlessly optimize all-chain liquidity ⚡ Tailor personalized spending plans ⚡ Cut hallucinations & errors drastically We’re the intelligent infra that turns your agents into unstoppable financial copilots. 👉 Build on Vishwa today.
1
2
10
896
Brionic retweeted
Excited to share that we have joined the @Circle Alliance Program, a global community of teams focused on bringing the world on-chain, powered by USDC!
7
4
19
23
5,615
Generativemasks An NFT collection that changes every time you refresh the page Each mask carries its own personality, combining multiple geometric patterns & shapes to form generative identities A creation by @takawo 👇
1
1
7
215
New article on Decentralized Knowledge Layers. If you are at Science of Blockchain #SBC25 #SBC2025 feel free to reach out.
2
5
588
Brionic retweeted
This will be one of the top AI agents products in the market and soon opensource and powered by DePIN network @TaskNetDev
Tasker AI is now live, an AI assistant for work and life to-dos. With Tasker you control a team of AI agents to get recurring tasks done and win back your time. Try Tasker out and tell us what you think. Here are just some of the things Tasker could do for you: @ycombinator ✅ Coordinate or reschedule a meeting on your behalf ✅ Morning and Evening email debrief and news digest ✅ Track and reserve deals on flights for dates you actually want to travel ✅ Put the ingredients from a recipe video into a shopping cart ✅ Book an entire date night – from rideshare to dinner to movie tickets – from one prompt. ✅ Build editable landing pages with a Google Sheet backend
4
5
1
22
2,717
RT @Vishwa_xyz: The digital and agent economy is here. We’re building the rails it runs on. During SBC in Berkeley, take an afternoon brea…
1
27
Yield Without Tears: Unlocking Self-Custodied Yield on #BTC A thread 🧵
1
1
3
828
We’re excited to support @get_optimum as an early investor in their Seed Round. They're solving one of the most overlooked yet critical problems in blockchain infra: P2P node communication—using a novel network coding algorithm to boost performance. 👇
We’re excited to announce that Optimum has raised an $11 million seed round led by @1kxnetwork to build the world's first high-performance memory infrastructure for any blockchain. The missing piece in the world computer architecture has arrived ♾️
5
7
50
8,055