The Edge Podcast

The DeFi We’re Bullish On and The DeFi We’re Bearish On


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Suhail Gangji is the Founder at Portals.fi.

In this episode, we unpack DeFi trends we’re recently bullish on, and the ones that have us concerned, as we explore where UX has improved, where blowups could still happen, and how Portals.fi is positioning to make advanced yield strategies accessible to everyone.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

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The Edge Podcast Sponsor Resources

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🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

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🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

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⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
7:30 - Suhail’s background and Portals.fi
11:45 - Has the DeFi UX really improved?
15:21 - Concerns for blowup risk in DeFi
20:46 - How Suhail assesses new DeFi for risk?
25:34 - Sponsor break
26:45 - Potential contagion from risk curators
33:22 - DeFi trends with staying power
39:53 - Fluid LPs offer new yield strategies
47:09 - Thoughts on Solana DeFi
48:41 - Sponsor break
50:18 - Will Portals.fi support HyperEVM yields?
52:54 - Are DAT stocks the biggest onramp for investors getting DeFi exposure?
58:33 - What is Portals.fi?
1:02:44 - Long term vision for Portals.fi
1:06:41 - Closing

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🔗 Guest Links 🔗

► Portals.fi website: https://portals.fi/
► Portals.fi on X: https://x.com/portals_fi
► Suhail on X: https://x.com/cryptonomik

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad is an advisor to Portals.fi. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

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The Edge PodcastBy DeFi Dad

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