Simplicity Group Alpha – Telegram
Simplicity Group Alpha
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NOT FINANCIAL ADVICE. The information in this channel is provided for education and informational purposes only, without any express or implied warranty of any kind.

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We’re pleased to announce Acquire.Fi as an Event Partner for the Stablecoin Soirée | Stablecoin Summit 2025 at TOKEN2049 Singapore!

Acquire.Fi gives retail investors access to Web3 opportunities and provides startups with liquidity through M&A and fundraising. Stablecoins move further into the center of capital markets, and Acquire.Fi is building critical infrastructure connecting investors and projects.


This is a private, curated event. Message us if you are interested in joining - @Daniel_Simplicity
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Live Today: AMA on the Plutus Reward System ($PLU / PLUS)

We’re going to walk you through the Plutus Dual-Token Financial Model we designed, and answer your questions in real time.

📌 Link: https://x.com/i/spaces/1yNGabMonDNJj

Don't forget to set a reminder.
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Our client World of Dypians is delivering spectacular results!

Since the Alpha launch on Binance, the team has been executing relentlessly - from product rollouts and ecosystem activations to recognition by BNB Chain and global exchange traction.

And now there’s more good news: Binance has announced The Blockchain 100 nominees.

It would mean a lot if you could take 3 minutes to nominate World of Dypians:

https://www.binance.com/en/square/blockchain-100-2025

Let’s help WoD get the recognition it deserves!
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Happy to have Maads joining us as an Event Partner for the Stablecoin Soirée at TOKEN2049 Singapore!

Maads is helping brands reach users in Web3 with advertising technology designed for wallets, AI, and emerging digital economies. In the era of stablecoins, Maads offers a perspective on the infrastructure needed to connect ecosystems and customers.


Our event is invite only. Message us if you’re interested - @Daniel_Simplicity
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How to design effective token-economy policies for validators? 🖥️

Some points worth keeping in mind:


- Be specific about what you’re rewarding.

- Test extremes: what happens if rewards are too high (inflation, misaligned incentives) or too low (no participation)?

- Benchmark against similar projects if unsure on where to start.

- Use formulas and calculators to simulate outcomes over time. This ensures you can scale incentives sustainably without running out of tokens.


Watch our new video now!
https://youtu.be/_oFN-Vpip7E?si=iq_nqxwXB7oAM-gD
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Crypto fundraising slowed in September: $1.9B across 83 rounds vs $2.05B across 113 in August

Early-stage deals dipped, but there were some prominent deals such as:

- Figure’s $787M IPO

- Forward Industries’ $1.65B raise (cash + stablecoin commitments)
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We’re bringing together some of the most influential voices in Web3 and finance for the Stablecoin Soirée at TOKEN2049 Singapore.


Confirmed speakers include:

▪️John Cahill, COO Asia at Galaxy

▪️Evan Auyang, Group President at Animoca Brands

▪️Adrian Fritz, VP & Global Head of Research at 21Shares

▪️Harrison Frye, Co-Founder & Chief Growth Officer at Acquire.Fi


This is a private, curated event focused on stablecoins, liquidity, and the infrastructure shaping digital economies.
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RWA issuers have brought $7.2B of real world assets on-chain, but the top 4 control 70%+ of deployed capital

The leaders:

- BlackRock | 28% share

- Ondo | 17.4%

- Superstate | 15.2%

- Tradable | 11.3%


Source
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BTC unrealized profit taking is less prominent after every price surge

On-chain data shows rallies aren’t met with the same intensity of selling as in past cycles, reflecting growing conviction among investors compared to previous cycles

Source
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Prediction markets hit an ATH in weekly transactions (4.2M on Sep 21), showing usage is not slowing down

But in money terms, volumes remain far from the November 2024 US election peak:

- Week of Nov 4, 2024: $1.03B

- Week of Sep 15, 2025: $437M
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Aster & Lighter both surpassed Hyperliquid in 24h trading volume

Yet Hyperliquid remains the leading perps DEX. Why? Open Interest:

- Aster | $35.9B 24h volume | OI: $1.13B

- Lighter | $10.6B 24h volume | OI: $1.1B

- Hyperliquid | $10.1B 24h volume | OI: $13B ✓


Source
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Are you currently raising? Raising more ≠ performing better

We analyzed 40 tokens and 50,000+ data points comparing fundraising size to token price performance one week and one month post-launch.

📊 Result?
No correlation.

Raising more money doesn’t mean your token performs better or worse.

Full report
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4 hidden ROI of having the right advisors on your team ➡️

#1 Risks and complexity
We’ve spent over 4 years in this industry - lived it, breathed it, and guided dozens of launches while supporting more than 140 clients across every market cycle.

#2 Economic model
We provide expert guidance on both your token’s economic design and your business model’s long-term sustainability.

Our team has built 50+ tokenomics frameworks for clients with a combined FDV exceeding $2.5B.

#3 Strategic partnerships
Advisors bring industry connections that help you forge valuable partnerships and avoid the wrong ones.

We know who can accelerate your growth and who might slow it down.

#4 Credibility and reputation
A strong advisory team signals credibility and trust to the market - and to venture investors.

We’re selective with the projects we support because we stake our own reputation when we back yours.


💬 Want to learn more? Book a call now
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🪙Every token starts at zero. What gives it value isn’t price, but what it represents.

Learn more in our research article: https://www.simplicitygroup.xyz/blog/valuing-tokens
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Total tokenized stock value on xStocks just hit $124.21M (+32.6% in 30d) with 72,530 holders

This isn’t just traction for on-chain exposure to traditional finance

It's DeFi improving composability and accessibility with new primitives & yield on real equities
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Why institutions are paying attention to Canton - and you should too

The crypto narrative is shifting and Canton Network might be the clearest example of that change.

Canton’s whitepaper introduces a "network of networks" - a blockchain infrastructure built to solve the three reasons institutions have long stayed away from public chains:

privacy, governance, and scalability.

Instead of pushing all transactions through a single global ledger, Canton lets independent applications (subnets) run with their own privacy settings, governance models, and scaling logic, while still connecting to a decentralized synchronization layer for global finality.

In simple terms, it’s decentralized enough for trust, yet permissioned enough for compliance.

That hybrid approach - combining control with interoperability, is exactly why institutions are paying attention.

Explore the key design principles that make Canton so appealing to traditional finance, and what the rest of crypto can learn from it:

🔗 https://www.simplicitygroup.xyz/blog/canton-network-the-largest-blockchain-you-ve-never-heard-of
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Realized profits by whales (≥1K BTC) have climbed sharply as Bitcoin hit ATH

Whale realized profits exceeded $300M/day as BTC surpassed $122k

Nevertheless, it seems that new whales are locking in more profits than old ones
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Pendle’s TVL fell from $13.3B to $6.8B (-49%) heading into October. Not an exploit, but a major unwind

33 pools tied to a ENA-PENDLE-AAVE looping trade expired

Fundamentals remain strong, revenue is solid, and expansion continues with the new deployment on Plasma
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Why do projects need modelling?

We use modelling to simulate your economy in a vacuum, to understand the flow of value and logic within the ecosystem itself, and to comprehend deeply how certain parts impact others.


Modelling helps to:

- visualise cause and effect,

- stress-test assumptions,

- minimise risks,

- find equilibriums,

- plan for black swan events.


It allows you to ensure everything works as needed on a good day, and prepare for what to do if some edge case occurs on a bad day.


👉 Interested in modeling for your project? Book a call
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📍The 2025 Stablecoin Report is here!

Stablecoins have quietly become the backbone of digital finance, settling over $264 trillion on-chain since 2019 and bridging the gap between traditional finance and crypto-native systems.

Our 2025 Stablecoin Report explores this transformation in detail, from institutional dominance in USDT flows to USDC’s rise on Base, and the emergence of yield-bearing assets like Ethena’s USDe, BlackRock’s BUIDL, and Ondo’s USDY.

Read now:
https://docsend.com/view/6acagieki4jxtt9i
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