0xResearch Investor Relations in the Onchain Era
Mar 24, 2026
A tour of how onchain data can reshape investor relations with real-time transparency and standardized analytics. Discussion of why token prices lag despite inflows and rising onchain revenue. Breakdown of market-cap, token supply, and collapsed average token prices. Presentation of a three-part IR stack with portals, engagement tools, and a data-driven IR cockpit.
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Onchain Data Enables A New IR Model
- On-chain businesses should present investor relations differently than TradFi using real-time data and transparency.
- Michael Ippolito proposes Blockworks IR to convert live on-chain metrics into standardized, credible investor narratives.
Token Prices Lag Despite Market Cap Gains
- Average token prices are down sharply despite aggregate market-cap growth because token supply has exploded.
- Ippolito shows average token price down ~80% and average market-cap per token down ~50% since 2021.
Trust Problem Is The Primary Token Headwind
- The core problem is a trust breakdown: investors no longer trust tokens due to market and information failures.
- Market issues include too many tokens and fragmented liquidity; information issues include missing disclosures and no standardized reporting.