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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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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There are several high market cap IDOs lined up this week, four of which are AI projects.
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Top tip with tokenomics:

Don't value your token too highly.

To reach the FDV you have at listing (i.e. have your token price remain the same as on launch whilst all your tokens unlock), you need that amount of value in net buy pressure.

e.g. if your FDV is $50M, you need $50M USDC/USDT/whatever of buy pressure to go into the token and stay there.

That's a lot of money in this market.

And investors know it.
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The past week has seen some significant drops across the crypto landscape, a slight increase from last week's top dumps.
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This week's market performance has shown a notable shift, with the average upside performance decreasing by approximately 30.10% compared to last week's top performers.
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🌟 Partnership Announcement 🌟

Simplicity is joining forces with G-20 Group, a Swiss asset manager and advisor, with decades of experience in market making, derivatives, and proprietary trading.

This partnership enables us to introduce our clients to a fully regulated European, Asian, and American market maker, and G-20 get direct access to the best tokenomics and due diligence services.
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Ep 2: LP Roundtable - Tokenomics and Node Sales

Listen here: YouTubeLinkedInTwitterSpotify
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A few decently sized raises this week, with the top raise of the week being $4M higher than last week.
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Once again, we see only four project launches this week, although they surprisingly performed notably better on average than last week. Bull market?
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Dumps this week have been less sizeable than weeks prior. Is the market recovering?
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🌍 Crypto Currency Exchanges: A Real Look at Listings

We examined over 4,800 data points to uncover the performance of tokens post-listing on major centralized exchanges: Binance, ByBit, OKX, KuCoin, Coinbase, Gate.io, and MEXC.

There's a belief that bigger exchanges lead to better price action on launch. Is that really the case or is it a misconception?

We ran statistical analysis to reveal the real impact of exchange listings on token price performance.

Report: https://docsend.com/view/xrmxc5ybb5wic9ug
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In our report, we chose tokens that were listed on all 7 exchanges to the best of our ability (number of these tokens listed per exchange in the table). The chart shows the mean price performance of the tokens after listing on each respective exchange.

Report
: https://docsend.com/view/xrmxc5ybb5wic9ug

Pg. 6-9: Methodology and limitations of the study.
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$APE launched on all 7 exchanges on the same day, with differences in the highs reached by the first daily candle even on the 4 exchanges that listed at $1.00. Currently, our assumption is this is due to differences in liquidity and market maker strategies. More research is underway.

Full report: https://docsend.com/view/xrmxc5ybb5wic9ug

Pg. 56: you can find this chart and deeper analysis.
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After listing on Coinbase, most tokens don't go up in price by any significant amount. This is because Coinbase lists later to other exchanges, meaning higher listing prices and more liquidity. Regardless, a Coinbase listing is unlikely to pump your price.

Full report: https://docsend.com/view/xrmxc5ybb5wic9ug

Pg. 35: you can find this chart and deeper analysis.
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There are so many L1s in the space right now. Can you name more than 10?
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In other news, investment cheques are up by nearly 2x since last week.
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