Macro Monday 3rd April.pdf
423 KB
Hi guys! The macro economy has remained hectic, with the BRICS+ countries expanding their influence. This week's Macro Monday covers:
1. US PCE and FED's response
2. US treasury yields
3. BRICS+ continue to rally
4. Global trade in Chinese Yuan
5. $BTC Technical Analysis
1. US PCE and FED's response
2. US treasury yields
3. BRICS+ continue to rally
4. Global trade in Chinese Yuan
5. $BTC Technical Analysis
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Everyone loved the 2023 Conference List the first time around!
We've now updated it with even more events, so make sure to check it out. We can't wait to see some of you at these conferences in the near future!
Click Here For The Event List
We've now updated it with even more events, so make sure to check it out. We can't wait to see some of you at these conferences in the near future!
Click Here For The Event List
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Pitch Decks 101.pdf
340.2 KB
Pitch Decks
They are the door between a project and an investor. Sadly, most are awful. We created a guide for projects to understand what content to write and how to structure it.
They are the door between a project and an investor. Sadly, most are awful. We created a guide for projects to understand what content to write and how to structure it.
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Macro Monday 10th April.pdf
355.2 KB
Hi guys! A relatively slow week for the markets, but nonetheless we're here to provide you the scoop.
1. Fed balance sheet and borrowing
2. US banking crisis eases
3. US labour market wows
4. OPEC upsets US?
5. $BTC Technical Analysis
1. Fed balance sheet and borrowing
2. US banking crisis eases
3. US labour market wows
4. OPEC upsets US?
5. $BTC Technical Analysis
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Token Standards.pdf
109.3 KB
ETH Token Standards
Clients often ask us what token standard they should they use. There are a few cool ERCs on Ethereum that could suit your project better than fundamental ERC-20 or ERC-721; check out this 1-pager for the most interesting ones we've found.
Clients often ask us what token standard they should they use. There are a few cool ERCs on Ethereum that could suit your project better than fundamental ERC-20 or ERC-721; check out this 1-pager for the most interesting ones we've found.
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Tokenized RWA Report - SG.pdf
5.6 MB
Real World Assets Report
Tokenising RWAs is a huge step for Web3 and mainstream adoption. We delved into the narrative and compiled this report to help you understand the why, how, and who of the industry, alongside its implications and projections.
Tokenising RWAs is a huge step for Web3 and mainstream adoption. We delved into the narrative and compiled this report to help you understand the why, how, and who of the industry, alongside its implications and projections.
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Macro Monday 17th April.pdf
381.6 KB
Hi guys! Last week's macro news was closely watched, here's a rundown of the crucial developments.
1. US CPI
2. FOMC meeting
3. FED balance sheet
4. US banking crisis developments
5. $BTC Technical Analysis
1. US CPI
2. FOMC meeting
3. FED balance sheet
4. US banking crisis developments
5. $BTC Technical Analysis
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Hey guys, hope the week's going well!
Wanted to let our community know that we post bite-sized alpha on our Twitter, and started hosting weekly Spaces!
This week we're cohosting with Arcanum Ventures - talking about equity vs tokens, fundraising, valuations, and more.
Listen and join in here!
Wanted to let our community know that we post bite-sized alpha on our Twitter, and started hosting weekly Spaces!
This week we're cohosting with Arcanum Ventures - talking about equity vs tokens, fundraising, valuations, and more.
Listen and join in here!
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Thrilling news!🥳 We've closed our pre-seed round to accelerate Simplicity's growth, with a focus on our innovative due diligence and research platform, wedyor.com 🚀🌍
A huge thank you to FunFair Ventures for joining us on this journey. We can't wait to share all the massive things that are yet to come!
Read more
A huge thank you to FunFair Ventures for joining us on this journey. We can't wait to share all the massive things that are yet to come!
Read more
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Macro Monday 24th April.pdf
600.3 KB
Hi guys! This week's evening edition of Macro Monday reviews some interesting developments.
1. Fed balance sheet
2. US financial institution borrowing
3. US credit default swaps
4. US unemployment and housing
5. $BTC Technical Analysis
1. Fed balance sheet
2. US financial institution borrowing
3. US credit default swaps
4. US unemployment and housing
5. $BTC Technical Analysis
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Layered Money Summary.pdf
116.9 KB
Layered Money Summary
Nik Bhatia presents a clear and comprehensive perspective on the history of money and its transformation into the current flawed monetary system by visualising it as a layered debt framework. Additionally, he explores the role of Bitcoin and its potential revolutionary impact.
🔮This book is a must read, but we made a summary as we know how busy everyone is.
Nik Bhatia presents a clear and comprehensive perspective on the history of money and its transformation into the current flawed monetary system by visualising it as a layered debt framework. Additionally, he explores the role of Bitcoin and its potential revolutionary impact.
🔮This book is a must read, but we made a summary as we know how busy everyone is.
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Oracles - SG.pdf
9.3 MB
Oracles
Trustless and autonomous systems require data - this is where oracles come in. We delved into this sector to give you a comprehensive overview on the backbone of decentralisation.
Trustless and autonomous systems require data - this is where oracles come in. We delved into this sector to give you a comprehensive overview on the backbone of decentralisation.
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Macro Monday 8th May.pdf
417.2 KB
Hi guys! This week's Macro Monday looks at some key macro events and possible BTC retracement.
1. FRB seized and regional damage
2. Fed raised interest rates
3. Fed's decreased balance sheet
4. US debt ceiling reached by June 1st?
5. $BTC Technical Analysis
1. FRB seized and regional damage
2. Fed raised interest rates
3. Fed's decreased balance sheet
4. US debt ceiling reached by June 1st?
5. $BTC Technical Analysis
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Venture Capital Activity Q1 2023 - SG.pdf
6 MB
Venture Capital Activity Q1 2023
We conducted research into the activity of investors during the first quarter of 2023 to find emergent patterns of capital flow and to sharpen our investment thesis. Check it out here!
We conducted research into the activity of investors during the first quarter of 2023 to find emergent patterns of capital flow and to sharpen our investment thesis. Check it out here!
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A16Z Summary.pdf
1.2 MB
A16Z State Of Crypto Report Summary
Recently, A16Z published a report on the current state of crypto that included a lot of key alpha; we compiled the best info and summarised the report so you don’t have to read it.
Recently, A16Z published a report on the current state of crypto that included a lot of key alpha; we compiled the best info and summarised the report so you don’t have to read it.
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Macro Monday 22nd May.pdf
402.6 KB
Hi all! This week's Macro Monday gears you up for some interesting events that are on the horizon.
1. Debt Ceiling Negotiations and Potential Consequences
2. US Consumer Debt Reaches New Heights
3. US Retail Sales Show Mixed Performance
4. US Housing Market Remains Weak
5. US Jobless Claims Present Mixed Picture
6. $BTC Technical Analysis
1. Debt Ceiling Negotiations and Potential Consequences
2. US Consumer Debt Reaches New Heights
3. US Retail Sales Show Mixed Performance
4. US Housing Market Remains Weak
5. US Jobless Claims Present Mixed Picture
6. $BTC Technical Analysis
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Zero To One Summary.pdf
117.4 KB
Zero to One Summary
Peter Thiel wrote a captivating and instructive read that challenges readers to rethink their approach to entrepreneurship. Zero to One serves as a guidebook for those who aspire to build transformative companies that leave a lasting impact on the world.
🔮This book is a must read, but we made a summary as we know how busy everyone is.
Peter Thiel wrote a captivating and instructive read that challenges readers to rethink their approach to entrepreneurship. Zero to One serves as a guidebook for those who aspire to build transformative companies that leave a lasting impact on the world.
🔮This book is a must read, but we made a summary as we know how busy everyone is.
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Macro Monday 5th June.pdf
357.3 KB
Hi guys! This week's Macro Monday reviews some interesting developments.
1. Debt ceiling conclusion
2. US unemployment
3. FED balance sheet and updates
4. $BTC Technical Analysis
1. Debt ceiling conclusion
2. US unemployment
3. FED balance sheet and updates
4. $BTC Technical Analysis
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Contents
➡️ 2024 Conference List Click here
➡️ Crypto Resources List Click here
💎 Token Tuesdays
• How to correctly value tokens Read
• Token utilities Read
• Token economies Read
• Tokenomics Read
• Governance Read
• Staking Read
• Token holders are not users Read
• Dual-token economies Read
• Ethereum token standards Read
💎 Economy Spotlights
• GMX Read
• Filecoin Read
• Boson Read
💎 Crypto Discussions
• Do market makers kill projects Read
• Communities are just exit liquidity Read
• SEC vs Ripple Read
• The 4D DeFi paradigm Read
• When will crypto grow up Read
• From bricks to bits Read
• Proof of Stake is bad Read
• AMMs 101 Read
• Decentralisation Read
• ICOs are great, you've been fooled Read
💎 Macro Mondays
• Dollar milkshake theory Read
• How is QE different to money printing Read
• How is money created Read
• Can China kickstart the bull run Read
• The FEDs Dilemma Read
• What BTC ETFs mean for crypto Read
💎 Investor Insights
• Fat protocol thesis is losing weight Read
• How we conduct DD Read
💎 Startup Saturday
• Fundraising with tokens and equity is flawed Read
• IDO supply + price Read
• Unused fundraising method Read
_______________________________
🔍 Industry Research
• Venture Capital Activity Click here
• Oracles Report Click here
• Tokenized RWA Report Click here
📈 Investment Reports
• September Investment Click here
• October Investment Click here
• November Investment Click here
• December Investment Click here
__________________________
💡 Misc
• YC Combinator Guide Read
• Pitch Decks Read
• Arbitrum's Airdrop Read
💡 Great books
• Zero to One Read
• Thinking Fast and Slow Read
• Layered Money Summary Read
• The Lean Startup Read
• Hard Things About Hard Things Read
• Scaling Up Read
• The Innovators Dilemma Read
🎙 Podcasts
• Boom Room 6: Rugpulls Watch
• Decent Reviews: Good tokenomics Watch (old)
• Voice of Crypto: Crypto adoption Watch (old)
• How to correctly value tokens Read
• Token utilities Read
• Token economies Read
• Tokenomics Read
• Governance Read
• Staking Read
• Token holders are not users Read
• Dual-token economies Read
• Ethereum token standards Read
• GMX Read
• Filecoin Read
• Boson Read
• Do market makers kill projects Read
• Communities are just exit liquidity Read
• SEC vs Ripple Read
• The 4D DeFi paradigm Read
• When will crypto grow up Read
• From bricks to bits Read
• Proof of Stake is bad Read
• AMMs 101 Read
• Decentralisation Read
• ICOs are great, you've been fooled Read
• Dollar milkshake theory Read
• How is QE different to money printing Read
• How is money created Read
• Can China kickstart the bull run Read
• The FEDs Dilemma Read
• What BTC ETFs mean for crypto Read
• Fat protocol thesis is losing weight Read
• How we conduct DD Read
• Fundraising with tokens and equity is flawed Read
• IDO supply + price Read
• Unused fundraising method Read
_______________________________
• Venture Capital Activity Click here
• Oracles Report Click here
• Tokenized RWA Report Click here
📈 Investment Reports
• September Investment Click here
• October Investment Click here
• November Investment Click here
• December Investment Click here
__________________________
• YC Combinator Guide Read
• Pitch Decks Read
• Arbitrum's Airdrop Read
• Zero to One Read
• Thinking Fast and Slow Read
• Layered Money Summary Read
• The Lean Startup Read
• Hard Things About Hard Things Read
• Scaling Up Read
• The Innovators Dilemma Read
• Boom Room 6: Rugpulls Watch
• Decent Reviews: Good tokenomics Watch (old)
• Voice of Crypto: Crypto adoption Watch (old)
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Simplicity Group Alpha
2024 Conference List
Everyone loved the first one so much we had to do it twice. We created a comprehensive list of all the upcoming conferences in 2024!
🌍 Check it out below, and feel free to share to everyone!
Click here for Event List
Everyone loved the first one so much we had to do it twice. We created a comprehensive list of all the upcoming conferences in 2024!
🌍 Check it out below, and feel free to share to everyone!
Click here for Event List
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Meaning of Decentralization.pdf
241.9 KB
Meaning of Decentralization
As a common word in the space, decentralization is understood by many to mean the notion of removing middlemen. However, what's often understated is its varying forms and their implications.
🪶 We summarised Vitalik Buterin's article that dove deeply into this topic.
As a common word in the space, decentralization is understood by many to mean the notion of removing middlemen. However, what's often understated is its varying forms and their implications.
🪶 We summarised Vitalik Buterin's article that dove deeply into this topic.
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Network Security in PoS vs PoW.pdf
119 KB
PoS vs PoW: Network Security
Security is a topic often debated. Proof of Stake benefits from greater economic disincentives of malicious behaviour, however, Proof of Work has some aces up its sleeve that are seldom discussed.
We hope this 1-pager can spark further conversations about PoS vs PoW.
Security is a topic often debated. Proof of Stake benefits from greater economic disincentives of malicious behaviour, however, Proof of Work has some aces up its sleeve that are seldom discussed.
We hope this 1-pager can spark further conversations about PoS vs PoW.
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