Interesting opportunities on @arbitrum to check out #1 - featuring @Theo_Network 🧵
What is Theo?
→ It's a protocol bringing real-world yield on-chain through tokenized U.S. Treasury bills.
→ $thBill is backed by tUltra - a wrapped representation of Standard Chartered's Libeara tokenized T-bill, in collaboration with Wellington Management and FundBridge, with plans to expand into a broader basket of tokenized Treasury assets.
→ Raised $20M by @hack_vc @anthoscapital @mirana @flowdesk_co @ManifoldTrading @ambergroup_io @SeliniCapital @metalayervc & more.
→ Founded by former quant traders from Optiver and IMC Trading - @kt_nowk @abhi_pingle @ampingle_ and a strong team @iggyioppe @0xpujimak @NarwhalTan @tstereth @ev_berry @sethje0ng @Kryptolittlekit @guled223.
→ Currently live on @arbitrum and a few other chains (Ethereum, HyperEVM & Base) with integrations across @MorphoLabs @eulerfinance @pendle_fi & more.
→ They recently introduced Optimistic Minting, allowing market makers to mint and redeem RWAs at guaranteed prices while Theo handles the hedge.
→ Currently running the @KaitoAI Leaderboard Campaign until December 14, 2025, giving out 50K $thBILL/month to the top 100 creators (50 Global, 25 Korea, 25 Chinese creators).
A few strategies I'm currently running for exposure:
→ Mint $thBill and supply it into @Uniswap and @pendle_fi pools (probably the safest and best play - Uniswap has x1.5 points and Pendle’s LP x1.1 points).
→ Mint $thBill to PT & YT on Pendle and use PT for looping on @eulerfinance’s strategy for yield with multiplier, and YT for points farming (this is really minimal, might be worth buying YT directly).
→ Side exposure - via Morpho’s vaults on @arbitrum managed by Gauntlet, MEV Capital, Hyperithm, ClearStar, etc. (DYOR on Risk Curators v important due to recent Stream Finance incident)
Obviously, this is NFA, so DYOR!
Have fun on Arbitrum!
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