Get the app
Kevin Mills
Head of research at Triton Liquid and FJ Labs, and lead author of What is Ethereum Worth? Has a background in traditional finance and deep tech strategy.
Best podcasts with Kevin Mills
Ranked by the Snipd community
May 12, 2025
• 1h 4min
Fund Researcher: No matter what valuation approach you choose, ether remains overvalued
chevron_right
Kevin Mills, Head of Research at Triton Liquid and FJ Labs, discusses Ethereum’s valuation challenges with Pascal Hugli. They critique Ethereum's dual role as a gas token and a store of value, arguing it leads to market disconnects. Topics include cash flow analysis, institutional perspectives, and Layer 2 solutions. Mills emphasizes Ethereum’s potential as an internet-native commodity and highlights the necessity for investors to navigate the evolving crypto landscape with clarity. Their insights reveal a nuanced understanding of market dynamics and the future of digital assets.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app
