A first for the region 🌍 After over a year in the making, the Pyse E-Bike Fleet pool is set to become the first regulated RWA product on @MANTRA_Chain, fully compliant with Dubai’s VARA. For the first time, investors can access lease income from commercial EV fleets powering

Green infrastructure investments were out of reach. On-chain finance has Pyse. @pyseearth tokenizes green RWAs, solar plants, EVs, and more, transforming the $3.5 trillion green infrastructure market into accessible, profitable investments. Its DePIN aggregator streams real-time

What’s the real value of tokenization?

4/ Lesson 3: Scale means trust Infra earns trust by showing up every single day: Ports moving millions of containers Grids powering homes without fail In crypto, the same rule applies: protocols that survive cycles and keep delivering consistently are the ones institutions will

3/ Lesson 2: Regulation is a moat Infra projects thrive under long-term policy frameworks. Subsidies, tax breaks, feed-in tariffs = predictable returns. Crypto should embrace clear rules as tailwinds, not threats.

2/ Lesson 1: Cash flow > speculation Climate infra wins by operating, not flipping. ◾️A solar plant generates electrons every day, its clients consume it. ◾️An EV fleet earns revenue every km driven. Crypto needs more models where usage = value.

1/ 3 lessons crypto can learn from climate infra. A thread. 🧵

6/ Lesson: Infra compounds by operating at scale. Speculation might pump prices short-term, but infra’s moat is real usage: energy delivered, goods shipped, kilometres driven, tenants housed. #Pyse #infra #alternativeinvesment

5/ Affordable housing - Income comes from occupancy, not resale hype. - Monthly rents, high demand = predictable IRRs.

4/ EV Fleets - An EV delivery bike produces value every kilometre it runs. - Each trip = revenue + carbon savings. - Scalable fleets = steady cash yield + ESG upside.

3/ Ports & Airports - Jebel Ali Port: 15M+ TEUs processed in 2024. - Every container = fees, services, ecosystem growth.

2/ Renewable energy plants - It creates value every day the sun shines → electrons → contracted cash flow. - That’s why sovereign funds & pensions pile into solar/wind infra: yield is baked into operations.

1/ Infra creates value by operating, not speculating. Here’s why investors who get this mindset will own the next decade. A thread. 🧵

As Labor Day approaches, I’m reminded of the countless hands and minds behind every @PyseEarth RWA. This clip is a throwback to when we interviewed a plant engineer during the construction of one of our solar projects. Just a small glimpse of that effort. The real magic of

7/7 Startups and funds that win the next decade will learn to think like Temasek, ADIA & NBIM but just leaner. #Pyse #RWAs #wealthfund @mkp2497 @harshitgarg47

6/7 They don’t flinch. Volatility = entry. If you’re reallocating every 2 months, you’re not thinking like a sovereign. You’re thinking like a trader.

5/7 Governance > hype. They fund what’s well-structured, not just well-marketed. Legal wrappers, downside protection, transparency are non-negotiable.

4/7 Seek uncorrelated yield. They love cash-generating assets that move differently from public markets: - Ports - Renewable infra - Private credit - Real-world assets (RWAs)

3/7 Back secular trends. Energy transition, water, infra, rare earths, data centers: slow-moving, high-conviction bets. Not “what’s hot,” but what’s inevitable.

2/7 Think in decades, not quarters. Sovereign funds invest with 20–50 year horizons. Ask yourself: “Would I want to own this forever?”