Forward Guidance Investor Relations in the Onchain Era
Mar 24, 2026
A look at why many tokens lag despite market growth and how supply dynamics and cohort data reveal hidden weakness. Discussion of rising onchain revenues while prices stay flat and the resulting trust and disclosure gaps. Presentation of a new IR approach using real-time onchain data, branded portals, and managed services to standardize transparency and streamline investor evaluation.
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Revenue No Longer Predicts Token Price
- On-chain fundamentals (revenue) decoupled from token price starting in 2025.
- Mike notes record on-chain revenues didn't translate to price appreciation, signaling a broken relationship between fundamentals and market value.
Trust Problem Is At The Heart Of Token Weakness
- The core problem is a trust deficit among investors driven by market and information failures.
- Market issues include too many tokens, fragmented liquidity and unclear value accrual; information issues include missing disclosures and nonstandard reporting.
Standardize And Publish Investor Disclosures
- Standardize disclosures and reporting so investors stop “flying blind.”
- Provide regular, centralized investor materials just like public companies so market participants can verify inflation schedules and agreements.