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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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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.
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Macro Monday 22nd May.pdf
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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
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Zero To One Summary.pdf
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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.
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Macro Monday 5th June.pdf
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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
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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)
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Meaning of Decentralization.pdf
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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.
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Network Security in PoS vs PoW.pdf
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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.
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The Lean Startup Summary.pdf
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🌍 Startup Saturday - The Lean Startup

To kick start Startup Saturday, we summarised "The Lean Startup", a great book that introduces a methodology designed to navigate the uncertain landscape of building a new business.

A must read for anyone in the start-up world.
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Nansen Arbitrum Airdrop Summary.pdf
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Nansen 'A Look into Arbitrum After the Airdrop' Summary

A recurring inquiry we hear from projects revolves around the decision to incorporate airdrops during their token launch. Although the answer to this question is not straightforward, Nansen's recent analysis of the Arbitrum airdrop highlights several potential benefits associated with utilising airdrops.
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The Hard Thing About Hard Things Summary.pdf
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🌍 Startup Saturday - The Hard Thing About Hard Things

On this weeks Startup Saturday we provide a overview of "The Hard Thing About Hard Things" written by Ben Horowitz, esteemed co-founder of A16Z.

This exceptional literary book delves into Ben's personal journey as a founder, emphasizing his experiential insights rather than offering a prenoscriptive methodology for aspiring entrepreneurs.
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Macro Monday 26th June.pdf
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Hi guys! Macro Monday returns, this week we explored

1. FED sentiment
2. US manufacturing
3. US labour & housing market
4. UK CPI & interest rate hikes
5. $BTC Technical Analysis
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Concave vs Convex Decisions.pdf
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Concave vs Convex Decisions

In a multi-dimensional world, we often find ourselves needing to make a choice between two or more options. Should you look for the middle ground, or exclusively choose one of the paths? The answer can be visualised as a concave or convex disposition, and this one-pager explains this notion in more depth.
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Scaling Up Summary.pdf
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🌍 Startup Saturday - Scaling Up

On this week's Startup Saturday, we present an overview of "Scaling Up: Mastering the Rockefeller Habits 2.0" by Verne Harnish, a renowned entrepreneur and business growth expert.

In this influential book, Harnish shares his wealth of experience and knowledge, focusing on the challenges and strategies involved in scaling a business successfully. Rather than providing a step-by-step formula, he offers invaluable insights and principles to help entrepreneurs navigate the complexities of rapid growth.
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Macro Monday 3rd July.pdf
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Hi guys! Last week was volatile but the coming weeks should be more interesting.

1. US economy defies expectations
2. US PCE
3. US jobless claims
4. US durable goods
5. Fed stress tests banks
6. $BTC Technical Analysis
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🚨Announcement🚨

We're thrilled to launch 🌍Simplicity Group Thoughts, our newsletter where we'll be exploring the hard truths of crypto to propel our industry forward🚀

To kick things off, we've collaborated with Sibylline to bring you an insightful article on Demystifying CBDCs.

Check it out below!

https://thoughts.simplicitygroup.xyz/cbdcs/
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Crypto and Europe.pdf
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Crypto and Europe

Europe has been in the limelight lately regarding its progress with crypto - be that from the regulatory or financial perspective.

Check out this visual 1-pager with some key statistics.
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What do BTC ETFs mean for crypto

We delved into the implications of Bitcoin Exchange-Traded Funds (ETFs) and their potential impact on the next bull run with our partners Blockchain Sensei.

Click here for the full article
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The Innovators Dilemna.pdf
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🌍 Startup Saturday - The Innovators Dilemna

Join us as we explore "The Innovator's Dilemma" by Clayton M. Christensen, a ground breaking book on disruptive innovation.

Christensen delves into the challenges faced by established companies when disruptive technologies emerge, offering valuable insights and strategies for navigating this complex landscape. Through compelling research and real-world examples, he uncovers the choices that determine the fate of businesses in an ever-evolving industry.
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Macro Monday 10th July.pdf
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Hola amigos! The markets are gearing up for a big move. Make sure you're prepared by reading this week's Macro Monday😉

1. US labour market
2. US Fed minutes
3. US FOMC target rate
4. $BTC Technical Analysis
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Why is nobody using this fundraising method?

Projects can organise their own syndicate rounds by bringing soft commits together in order to close them. The lack of a lead investor is a problem that can be solved with perseverance, given your product is good, that is.

Click here for the full article
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IDO Supply + Price

How does a project launch a token? IDO? IEO? ICO? What do these terms actually mean? How did they come about? We cut through the faff to bring you this 1-pager that explains the different options you have as a project.
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