Research Report - Base

Base is incredibly popular right now amongst the community, so we decided to dive deeper into it to understand why.

As usual, teamed up with Fashdele Research on this report and hope both of our communities enjoy the read.

WTF is wBTC

Wrapped Bitcoin helps people utilise the value of their Bitcoin on Ethereum, however, the system is quite outdated. We explore why.

Full article: https://thoughts.simplicitygroup.xyz/p/wbtc

The best DEX?

There is a huge choice of decentralised exchanges, but the OG Uniswap has been innovating non-stop since inception. We dive into everything, from V1 all the way to V4, to explore this beautiful tech further.

Full article: https://thoughts.simplicitygroup.xyz/p/uniswap

Assessment of DePIN Decentralization

We're embarking on a new research initiative in our pursuit of advancing thought leadership within the realm of cryptocurrency.

We begin by exploring the technology behind DePIN: analysing its degree of decentralisation, discerning its economic, social, and environmental impacts, and hurdles with implementation.

ICOs or LBPs?

What is an ICO? What is an LBP? How do they actually work? What comes next?

Full article: https://thoughts.simplicitygroup.xyz/p/icos-or-lbps

Last week's launches have been pretty sad. But, as per the last 4 cycles, the market becomes stagnant for 2 months after the halving.

Despite the insanely bearish vibe in the air, just because $BTC done a small retracement, some projects are still flying high.

1INTRO's token, $INTRO, is down by over 60% from the ~$0.09 it launched at to ~$0.03 (according to Dextools).

But is that due to the social media shenanigans that occurred during its launch, or due to the fact that it used an LBP which naturally leads to a reduction of buying pressure on launch?

Top 4 DePIN Projects

An outtake from our comprehensive DePIN report, we explore the top 4 projects using DePIN tech, and whether they have the right to call themselves Decentralised.

Full article: https://thoughts.simplicitygroup.xyz/p/depin-top4

Research Report - Runes

Runes is completely off the charts, completely taking over the Bitcoin blockspace. As your global research partners, we took a deep dive. Explore our findings into why it's dusting Ordinals and BRC-20.

All the narratives are still booming, not just memecoins. There is no space for fickle sentiment!

Standing on the shoulders of short-term hyped, unusable tech 🤝

Exploring TON

TON has grown to 1.3M active monthly wallets over the last couple of months. Why? Because they said they're building an huge ecosystem, and they're delivering.

Full article: https://thoughts.simplicitygroup.xyz/p/ton

Are the days of 1000x launches over? Or are projects just utilising new launch strategies?

Happy Sunday! Here's something useful. The SOM calculation in the top right in particular is super alpha.

Under the hood, the market is still building 🚀

Research Report - TON

TON is building a comprehensive ecosystem with the vision of creating a super app. They've started picking up a lot of traction, so we decided to dive deeper.

We teamed up with Interstellar Ventures on this report and hope both of our communities enjoy the read.

Memes stay winning. There are a lot of conclusions to be drawn, but the main one is if you know the rules to the game, play.

GameFi Research

Crypto gaming is a leading narrative in terms of real users and mass adoption, yet it is greatly underappreciated because of poor token returns. Is it fair to disparage the entire sector because of a few inflationary token economies?

Full article: https://thoughts.simplicitygroup.xyz/p/gamefi

The market is slowly building its way back up to levels from Q1, but compared to end of March when the top ROI's were an average of 5x with an outlier at 42x (Spacecatch.io), we still have a long way to go.