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
With revenues there, and then as far as like fundamentals that we alluded to earlier, it's like the distribution strategy I think is quite unique.
They have pricing power with market makers.
So I think there's a world in which you probably see a 50% increase in their take rate, the revenue they make per dollar traded.
I think there's a world in which you see a 50% increase there.
And then you assume no growth.
You could have a 50% increase in revenues and therefore buybacks and value accruals to users.
And you can see your buyback yields increase to let's call it closer to 20%, which I think is quite attractive.
And I think that's a great spot for them to be as an underdog in this space.
And I think there's a lot of,
dogmatism on Twitter and Telegram, which like, oh, if you hold lighter, you hate hyperlucanol.
You can hold both.
Crazy concept.
Like I disclaimer, I hold both and I will continue to hold both.
I think their distribution strategies are different.
And I do like where lighter sits today.
Yeah, I think the quality of that growth too and quality of those revenues, I think Peter Teer talks about it all the time.
He's like, who cares about how much revenues you make in a short period of time is how durable are those revenues.
And that's why I really like their go-to-market strategy on distribution.
Like you're going after quality distribution in Silico, like really working with them, making sure their traders like the product.
Telegram, making sure that they really like this product and it's how they want it to be.
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