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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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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Inside the Stablecoin Soirée at TOKEN2049🪙

During TOKEN2049, we co-hosted the private Stablecoin Soirée, an exclusive side event of the Stablecoin Summit 2025, organized in partnership with Foundation Ventures.

Set high above Singapore’s skyline on the 35th floor, the evening gathered a handpicked group of industry leaders and c-level speakers from Galaxy, Animoca Brands, 21Shares, and AcquireFi.

Over $50 billion in AUM was represented in the room. Big thanks to our supporters - AcquireFi and MAADs!

We were thrilled to host every guest and can’t wait to see you soon again.


📍Check out AcquireFi’s Dealflow channel:
https://news.1rj.ru/str/AcquireFIdealflow
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With 65K+ daily traders and a $40B FDV, Hyperliquid isn’t just out-earning every derivatives exchange, it’s also surpassing most blockchains

Last 7 days in fees:

- Hyperliquid: $32.7M

- BNB Chain: $32.4M

- Ethereum: $21.5M
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Over $36.4B in crypto capital was bridged in the past 2 weeks

This was notably led by a massive $20.7B two-way capital flow between Solana and Near, while Arbitrum to Hyperliquid also surged with $4.46B

Regardless of net flows, Ethereum still acts as a hub for most chains
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Privacy coins quietly made a comeback, up +73% sector-wide this month while most sectors are deep in red

It appears that capital is rotating back to crypto’s roots: privacy and user protection over compliance and institutional alignment
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What is needed for a successful token launch (tokenomics pov)?

🔹Understanding what your users may do with tokens

🔹Knowing potential pitfalls (e.g. price crashing) and how to avoid them

🔹Having backup plans for emergencies (e.g. burns, marketing posts, etc.)


Let’s break down your token economy together and make sure you’re ready for launch.

Book a quick call to get started
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