之前玩 DeFi,我的状态就是:看谁喊得凶就往哪冲,年化吹得越高,坑 usually 越深。
这阵子重新研究 @Theo_Network,感觉不太一样,它更像“传统机构那帮人,把老资本市场那套认真活搬上链”。
核心产品 $thBILL ,三个月 TVL 干到 1.5 亿,不靠讲故事,全是实打实的资金说话;Pendle、Morpho、Euler 都接上了,在 Arbitrum 还成了 DRIP 的主角之一,这说明别的协议是真的愿意拿它当底仓用。
再加上 Kaito 的空投激励,现在参与 Theo,更像是上了一辆“链上版的机构巴士”:收益不一定暴富,但逻辑清楚、结构透明,适合那部分想在 DeFi 里放点稳健仓位的人,慢慢滚雪球。
参与入口:
#theo @Theo_Network @KaitoAI
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