Welcome to Crypto Long & Short, your premier institutional newsletter. This week, we examine the often-overlooked aspect of token performance: the importance of guiding investors and delivering on promises. By Jordan Brewer, investment analyst at Runa Digital Assets, we learn how poor investor relations can lead to the downfall of even the most promising projects, as seen in the case of Ranger Finance. We also discuss how protocols like Maple Finance and EtherFi are setting the standard for regular investor calls, providing forward guidance that boosts token valuations when done correctly.
Furthermore, Martin Burgherr, chief clients officer at Sygnum Bank, shares insights on how institutions are evolving in the crypto space, separating custody from execution to improve capital efficiency and reduce risks. The newsletter also touches on the latest developments, including the growth of institutional participation in digital assets and the increasing importance of infrastructure that supports this growth.