Welcome to Crypto Long & Short, your institutional newsletter. This week, we delve into the world of token performance and the importance of guiding investors. By Jordan Brewer, investment analyst at Runa Digital Assets, we learn that poor investor relations can lead to the downfall of even the most promising tokens. A key component of investor relations is the regular investor call, where management provides forward guidance.
This is not just a nicety, but a necessity, as research has shown that firms that consistently meet or beat their guidance enjoy a measurable stock price premium. In the world of crypto, Maple Finance and EtherFi are leading the way in providing transparent guidance, and the results are telling.
Meanwhile, Martin Burgherr, chief clients officer at Sygnum Bank, discusses the quiet shift in how institutional capital is moving through crypto markets, with major trading firms separating custody from execution. This change signals a broader evolution in digital asset market structure, making it more efficient and lower-risk for institutions.
As the infrastructure catches up, we can expect to see more institutional participation in the crypto space.