Panterafi from Project 0: "If you can't trust the protocols, then DeFi is dead" - EP23
In this episode we spoke with Pantera (Project 0) on TradFi → crypto, the Marginfi → Project 0 evolution, unified margin across Kamino/Drift/Jupiter, spread & looping strategies, where DeFi yield comes from, bear-market rates, Drift & protocol risk, stablecoins, RWAs, narrative cycles, Zero Pay (spend against your portfolio), and what's coming next on P0.
https://x.com/panterafii
https://app.0.xyz
https://x.com/project0
The skinny
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