Token modeling is not about predicting prices. It’s about understanding your economy on a deeper level:

→ Reveal hidden vulnerabilities
→ Prevent catastrophic failures
→ Avoid risks of liquidity issues

Don't be like Luna & UST.

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

Some ongoing IDOs; ending on the date stated.

Hats Finance - $HAT
DOJOGPU - $DOAI
The Ready Games - $RDYX
Mogul Official - $MOGUL
Waterfall Dag - $WATER

Here's how to get every VC to like you at the VC x Founder events:

0. Spot a VC on their own (e.g. grabbing coffee). Ask them if they're a VC.
1. Name their frustration.
2. Ask what narratives they like.
3. Ask what they like most about those narratives.
4.a. If your project does not fit, acknowledge and go to point 7.
4.b. If your project fits in with their thesis, showcase industry knowledge.
5. Propose you pitch them.
6. Pitch fast. Continue conversation.
7. At the end, ask if they know anyone else interested.

Example:
1. "I feel bad for you, you probably had so many shit projects swarm you."
2. "So what narratives do you invest into?"
3. "Oh nice, what do you think is the best and worst thing about __ ?"
4.a. "Interesting. We sadly don't fit that narrative, but it was great to chat."
4.b. "Interesting. I actually think that if we solve __ we can attract a lot of institutional capital..."
5. "We're actually working on that very thing. I can give you a quick explainer if you want."
6. *20-30 seconds pitch maximum. Problem *already identified from conversation* > Solution > Why you're the one > Traction
7. "Great to chat. Do you happen to know anyone else I should speak to?"

Remember to have this conversation in an inquisitive and playful way.

VCs are ramping up investments again this week.

High level summary about DePIN.

The markets are experiencing significant rallies this week, with top performers emerging from various narratives. Are we back?

Are futures good for your token?

We dove into the price performance of 20 tokens over time to see how their futures listings impacted the price. Comparing to Bitcoin in particular, we found only 18% were up after three months. Interesting.

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

If you need the money, you wont get it.

If you want the money, in order to scale faster, you will get it.

If your ship is going down without VC capital then you probably have a bad ship.

Some major project launches happened this week, with ByBit listings dominating the market performance.

High level summary of modelling token economies.

Message us if you want to run your economy through a model to see if it actually makes sense 🫡

Top 5 ongoing IDOs this week, keep watch.

This world doesn't owe you anything.

In particular, VCs don't owe you money just because it's their job to invest.

If you have a bad business, Watch Y Combinator videos. Launch companies. Fail fast. Learn from your mistakes. Come back stronger.

Eventually you'll be investment-ready:

✓ You'll know what your users want.
✓ You'll be able to identify good GTMs.
✓ You'll understand key metrics to track.
✓ You'll know what to spend your time on.
✓ But most of all, you won't need VCs.

And that, our friends, is when the VCs are interested.

🌟 Partnership Announcement 🌟

Simplicity is joining forces with Solus Group, true experts in marketing, fundraising, and consulting for tier 1 Web 3.0 businesses like 1inch, Hacken, Trust Wallet, and more.

This partnership is about uniting our strengths to offer our clients a complete service for their fundamental marketing, token, and fundraising needs. We're committed to nothing less than providing our projects with the upmost quality of needed services.

We've seen some7-8 figure raises over the last week. Seems that VCs are beginning to deploy again.

Burning tokens rewards investors but may hurt actual users. How?

Burn tokens → Supply decreases → Reduced liquidity → Higher slippage & borrowing costs

Focus on rewarding real value, and real users: redistribute instead.

Memecoins are back in business, with the Zero-Knowledge Proofs and Infrastructure sectors also experiencing a fair share of gains.

You can't copy & paste tokenomics

We've identified 26 individual data points to consider when designing tokenomics. All of these data points are bespoke to each project, and they all impact the tokenomics in a serious way. Don't kill your token like the four example projects did.

Full article: https://thoughts.simplicitygroup.xyz/p/tokenomics-c-p

Impact of futures listings on token prices (against BTC). Only 3/17 were positive after three months.

Full article

High level summary about Crypto AI.

Project Spotlight: Gateway.fm

Build your blockchain in minutes. Interesting infra-as-a-service project with great existing clients like Wirex.