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.

Do you need a token?

Most projects don't need a token, but can greatly benefit from one. However, the token needs to be designed with great thought so it doesn't act to the detriment of the project. We explore the main benefits of launching a token even when it's not necessary, and some key pitfalls to avoid.

Full article: https://thoughts.simplicitygroup.xyz/p/do-you-need-a-token

This week there are some interesting IDOs coming up. Some of these guys we mentioned before in our top raises posts; glad to see they industry keeps moving forward.

Memes are still going strong, but the tide is slowly shifting...

WTF is EigenLayer

The restaking behemoth has significantly changed the landscape for Ether, but how does it work, why is it important, and what are its challenges?

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

GM ladies and gents. We're very honoured to have all of you in here, and hope that our content keeps providing value to you all.

We have a lot of readers here who do not know what we do at Simplicity Group so we wanted to re-introduce ourselves.

Simplicity Group is a consultancy that specialises in Tokenomics and Research. We’ve worked with over 60 projects and a multitude of investors and ecosystems, and strive for professionalism and excellence.

If you’re looking for assistance with tokenomics or research, please ping @Alex_Simplicity or @Daniel_Simplicity.

ETH ETF approved 🤝

Some solid projects are starting to conduct their IDOs this week.

Farcaster is singlehandedly keeping SocialFi alive 😂

Research Report - Top Launchpads

The time has come to delve into the 15 most popular launchpads. We have calculated the ROIs for recent token launches, providing unbiased data for our project and VC audience.

Additionally, we have gathered details on how to participate in the IDOs, for our retail audience 🤝

In the Top 500, DeFi is keeping the industry's sanity levels high as a real narrative that's going strong. Nonetheless, it is still meme season evidently.

SRC-20 vs Runes: who's the real innovator?

SRC-20 is a lesser-known standard that also aimed to expand Bitcoin’s utility, like BRC-20, Runes, etc. Both Runes and SRC-20 leverage Bitcoin’s UTXO model, but differ in approach. Who was first? What happened?

Full article: https://thoughts.simplicitygroup.xyz/p/src-20-v-runes

Project launches are still in the low ROIs, but is it because of the market preference towards high floats? We'll explore next week.

VCs have been busy.

Does crypto value fundamentals?

Everyone knows that crypto is speculative, but just how speculative is it? We explored the hottest narratives to understand whether the industry values real usage or speculative trends. The disparity is incredible.

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