Bell Curve Investor Relations in the Onchain Era
Mar 24, 2026
They unveil a platform that uses real-time onchain data to reinvent investor relations for crypto. Topics include token proliferation and falling average token prices. They discuss transparency gaps, standardized onchain data, branded investor portals, and a managed IR service. The conversation previews early clients and a vision for live onchain earnings seasons.
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Onchain Data Enables A New IR Paradigm
- Crypto investor relations should be more transparent and data-driven than TradFi IR.
- Mike Ippolito argues on-chain visibility enables real-time, low-friction disclosure that tells a clearer investor story.
Average Token Prices Have Fallen Sharply
- Average token prices and per-token value have collapsed despite rising total market cap due to a huge increase in token count and inflation.
- Ippolito shows average token price down ~80% and token count up ~35 million since 2020.
Revenue No Longer Moves Token Prices
- On-chain fundamentals (revenue) have improved but no longer correlate with token price since 2025.
- Ippolito points to record on-chain revenues while token prices remain stagnant, breaking the old revenue-price link.