November Theo playbook
• TVL: $150M pre-TGE, Arbitrum-native flows looking clean
• thBILL: PT looping on Pendle + borrow on Morpho/Euler to juice ROE
• thGOLD: vote + launch mid-Nov for onchain gold with yield
• Points: show up ~7 days later; 100+ needed to be eligible for Yapper rewards
Watched @iggyioppe on The Rollup Hyperliquid HIP3 perps turning RWAs into tradable primitives. I’m at 520 pts after adding LP; @Theo_Network mindshare still ~2 2.5% vs bigger L1 narratives
Who’s stacking $THEO exposure and farming thBILL ahead of TGE? #RWA #DeFi

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