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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
Yeah.
And I would say as like an outsider, I would also say that I think the market's pricing in higher quality revenues.
For hybrid?
Yeah.
Okay.
Yeah.
Okay.
Which I think is fair, like in a post TGE world, especially going into TGE to, you know, to assume it trades 70 times revs.
If you discount revs to some extent, that seems kind of crazy.
But here at, you know, call it 25 times, 20 times, depending on what metric you use, it seems a little bit more fair and in line with something you might see on like the CME and things like that.
To answer your question directly, I think it was the market not sure how to discount Lighter's revenues going into their TGE.
And then I think post-TGE, it was comms, which have gotten significantly better
since, you know, call it the last quarter or so.
Their comms have gotten a lot better and I think they're starting to build trust and good relationships with funds and community as well.
So I've been very, very encouraged to see that turn around.
But I mean, the product, I mean, the things they've shipped in the last six months are incredible.
I think if they didn't have a token, I think the sentiment towards them would be completely different.
I think it'd be a 180.
It'd be like, okay, this team is absolutely cracked and they truly do have one of the best engineering teams in finance.
Just look at the product velocity of the products they've shipped.
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