Trevor Flipper

speaker
235 appearances 1 recordings 1 series first heard Jun 2026 last heard 9 Jun

Trevor Flipper’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

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Yes, please.
Like we will happily do that.
I think there's a big difference there.
And I think crypto Twitter thinks about the former all the time versus Will and other investors think about the former.
Yeah, yeah, yeah.
I like surprise airdrops.
I don't look at them that much, to be honest.
I think both the leaders in this space probably go much higher.
I think if I'm actually running a fundamental analysis, I'll use an adjusted market cap is what I'll do, is I'll take future unlocks
that I know are coming, so team and investors.
And then I'll take out anything staked and any tokens bought back.
And that's what I'll use as my market cap or FDV.
And so I call it my adjusted market cap metric.
And then I do it relative to revenues is how I would look at that.
And I would also include yield that they get on stable coins on the platform.
So like Hyperliquid gets 90% of USDC that's on the platform.
Flyder gets something they haven't announced.
They don't know what it is, but they have announced that they're working with Circle.
So let's say it's 50%.
I would also include that in the revenues as well.
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