Unlocking Token Performance: The Hidden Power of Investor Relations
Welcome to Crypto Long & Short, your premier institutional newsletter. This week, we delve into the world of token performance, exploring the crucial role of investor relations in driving success. Jordan Brewer, investment analyst at Runa Digital Assets, reveals the missing piece in token markets: institutional-grade investor relations. Meanwhile, Martin Burgherr, chief clients officer at Sygnum Bank, breaks down the maturation of crypto markets, where institutions are separating custody from execution, signaling a significant shift in market structure. We also examine the story of Maple Finance and EtherFi, which demonstrate the value of guidance and delivery in token performance. Furthermore, we discuss the quiet but significant shift in how institutional capital moves through crypto markets, with major trading firms separating custody from execution. The infrastructure is catching up, with firms like Wintermute and Nomura's Laser Digital operating in this way, using collateral held in regulated bank custody. As the market continues to evolve, we explore the implications of this shift and what it means for the future of crypto.