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

How memecoins work 😂😂😂

🤝 We're proud to be working with
DLC.Link 🤝

Bitcoin has been gaining traction outside of just a store of value. With many searching to add utility to $BTC, the simplest way of doing so is by allowing the use of $BTC on other chains. Wrapping BTC currently allows for this but is it a suitable solution?

❌ Problem
The main provider, WrappedBTC, is a centralised entity that comes with huge counterparty risks - blackbox, censorship, regulatory, capital - and takes ~24hrs to complete requests.

✅ Solution
DLC.Link introduces a self-custodial model utilising Discreet Log Contracts (DLCs).

What are DLCs
DLCs function as escrow contracts between two parties, a special multisig if you will. This DLC is between the entity that wants to lock up their $BTC and our smart contract code.

🚀 Why we're bullish
DLC.Link brings liquidity to holders in a safe and fast manner. Having already garnered great institutional traction with investment from the likes of OKX Ventures, Animoca Brands, ABCDE, Foresight Ventures, Comma3 Ventures, and many more 👀

We look forward to seeing what's next for 👏

Whilst over the last couple of months other narratives were in the fight, this week the memes have completely dominated.