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![DeFi_Dad Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::991745162274467840.png) DeFi Dad ⟠ defidad.eth [@DeFi_Dad](/creator/twitter/DeFi_Dad) on x 171K followers
Created: 2025-07-18 20:16:24 UTC

🎙️ New @edge_pod 

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

0:00 - Intro
7:30 - Background and building Portals
11:45 - Has the DeFi UX really improved?
15:21 - Concerns for blowup risk in DeFi
20:46 - How Suhail assesses risk in new DeFi?
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
50:18 - Will Portals support HyperEVM yields?
52:54 - DATs onramp new DeFi capital
58:33 - What is
1:02:44 - Long term vision for Portals
1:06:41 - Closing

🙏 Thanks to @portals_fi Founder @cryptonomik for joining us!

![](https://pbs.twimg.com/amplify_video_thumb/1946302165472968705/img/1rWdJCFBPbpzFo_E.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946303057127518704/c:line.svg)

**Related Topics**
[bearish](/topic/bearish)

[Post Link](https://x.com/DeFi_Dad/status/1946303057127518704)