Simplicity Group Alpha – Telegram
Simplicity Group Alpha
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NOT FINANCIAL ADVICE. The information in this channel is provided for education and informational purposes only, without any express or implied warranty of any kind.

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Investments have significantly slowed down over the last two weeks. Despite this, AI-related projects continue to get some investment traction.
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The 5 types of token value defined by Simplicity Group.

Full article
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Whilst there are a plethora of factors that go into the tokenomics, a key to always remember is the valuation deltas between different investor rounds.

Key info: launchpads don't like a delta between the earliest round and theirs of more than 3x.

In our client example above, the Seed to Public delta is 2.5x, and we leveraged vestings and TGE unlocks to ensure the other investors are not put off.
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🌟 Partnership Announcement 🌟

Simplicity is joining forces with Starter, a 100% onchain legacy pad with a new focus on Base, connecting entrepreneurs with visionaries.

This partnership ensures that projects launching on Starter will have easy access to pristine tokenomics services from yours truly, and our Base-focused clients have direct access to a top tier launchpad.
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A lot of Web3 projects think they're innovating, but in reality they just act on the first idea that comes to mind, and then suffer from the sunk cost fallacy.
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There are 3 sources for staking rewards. Whilst each has its pros and cons, we urge projects to not use staking as their main source of governance.

Full article
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Due to a few delays we see some familiar faces in this week's upcoming IDOs.
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Some sizeable dumps this week, especially in the memecoin sector.
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A few major movers this week across all narratives even in the top 1000.
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Thrilled to host a new X Spaces series with the Solana's SuperteamUK - Unfiltered Advice 🎙

Over an 8 week stretch, we'll be providing guidance on all phases a crypto start-up goes through.

🔹 Expert guests: founders who raised millions, VCs with 50+ portcos, professionals with 100s clients.

🔸 Every stage: no stone left unturned.

🔹 Unfiltered: no wishy-washy, generic nonsense. Straight cut, no-nonsense, practical advice.

🗓 Every Tuesday
🕖 19:00 BST (UK time)
⬇️ Set reminder
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🌟 Partnership Announcement 🌟

Simplicity is joining forces with LKI, an award-winning marketing and design agency, specialised in growth hacking for over 250 clients.

This partnership allows us to introduce our clients to one of the best in the game directly, and provides LKI clients with discounted access to our services.
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What better endorsement than Solana itself?

Tuesdays 19:00 UK • Set reminder
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Investments are ramping up again this week.
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IDOs picking back up this week with varying results.
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Some of the IDOs lined up this week.
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Some major dumps this week, primarily related to Toncoin & Pavel Durov's arrest.
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The differences between equity and crypto fundraising are vast and greatly underscore the problems within crypto.
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A lack of something on the market doesn't mean there is no competition.

It probably means you're competing with demand.

Just because it isn't being done, doesn't mean it hasn't been attempted and failed before.
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This week's market saw some significant shifts, with the top five gainers emerging from distinctly different narratives.
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VC Investments have been down by about half since last week, are VCs out of money?
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"Top 5" but there's only 4. The markets seem shaky, we're seeing constant IDO postponements in light of current market conditions.
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