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.

Several high-market-cap projects were launched this week with varying returns.

Useful for any founders trying to raise:  https://openvc.app/blog/vc-list

Several IDOs scheduled for this week.

Some decent raises this week.

One of our clients is solving the problem of RWA investments being too expensive, and offers tiered platform access via liquid staking.

The issue is that they naturally price out their target user from being able to get more platform benefits.

We recommend to have the staking tiers, but offer discounts on staking requirement if the user also locks the tokens.

This aligns incentives, and ensures real, dedicated users aren't priced out.

This token isn't doing too well, but it belongs to a great project with a solid product.

How would we go about reviving it?

Check out this thread: https://x.com/SimplicityWeb3/status/1818248012935975206

Some solid gains this week by surprisingly a wide array of narratives.

What is a token’s real value?

At Simplicity Group, we identified 5 types of value that tokens can capture, making them much more than just a simple digital asset.

Think about maximizing all token values. Most projects get this wrong.

Full article

🌟 Partnership Announcement 🌟

Simplicity is joining forces with Covey, a chad Web3 powerhouse with specialities in development, incubation, advisory, investment, and more.

This partnership aims to fill in the missing pieces in our offerings to provide a comprehensive offering for all projects and their needs to go from zero to one. We look up to the value this collaboration will bring for our clients.