昨晚又被 BTC 那根阴线吓醒,90k 上下来回插针,群里俩朋友梭哈 meme 直接爆仓。我反而冷静:与其跟着情绪乱冲,不如找点能扛周期的,所以这周一直在扒 RWA,重点看把美债搬上链的 Theo。
@Theo_Network 这周节奏很猛:thBILL TVL 突破 2 亿美金,链上“活期钱”在领 4%+ 美债利息,还顺手记积分冲后面 $THEO TGE。再叠上 Pendle PT + Euler 的 thBILL 借贷池,这个现金仓位直接变成可杠杆、可循环的底层乐高。
思远的感受是:Theo 不是简单稳币,而是拿国债收益当底,再套一层结算网络和跨链流动性,把机构的钱包硬焊进 DeFi。现在这种高波动,我宁愿先拿一部分仓位堆 thBILL,剩下再去梭哈,起码睡觉不会总被突然被红柱子吓醒。

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