The Breakdown Investor Relations in the Onchain Era
Mar 24, 2026
A new onchain investor relations approach is unveiled, using real-time blockchain data to boost transparency and standardization. The conversation covers token supply growth, why token prices lag despite rising onchain revenue, and the trust gap from fragmented disclosures. The platform’s features include branded investor portals, analytics, and advisory services to create measurable, proactive IR for token projects.
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Onchain Visibility Should Redefine IR
- Institutional investors demand more transparency, standardization, and professionalism from crypto projects.
- Michael Ippolito argues on-chain visibility should be leveraged to create real-time, data-driven IR rather than copying TradFi norms.
Token Prices Have Fallen Despite Market Cap Gains
- Average token prices are down ~80% since 2021 despite overall crypto market cap improvements.
- The number of tokens exploded (~35 million new tokens), diluting per-token performance even as total market cap rose.
Fundamentals No Longer Move Token Prices
- Revenue and on-chain fundamentals improved but no longer correlate with token price after 2025.
- Michael Ippolito highlights a broken relationship: record on-chain revenues did not translate into token appreciation.