Simplicity Group Alpha – Telegram
Simplicity Group Alpha
1.83K subscribers
715 photos
40 videos
104 files
393 links
Disclaimer:

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.

Twitter: https://twitter.com/SimplicityWeb3
Download Telegram
Align incentives.

One of our clients has quarterly product releases - something people buy in bulk. To access, you need to stake some tokens. However, the quantity is limited, so if they sell out, there's no real need to keep staking: users can sell and buy back in three months to try again.

To avoid this sell pressure, we've devised two incentives:

1. Locked tokens get more benefits. e.g. lock up for a year, be able to buy 3x as many products.

2. The longer the tokens are staked for, the earlier people get access to the drops. e.g. if they've been staked and untouched for 3 months, you get 60 minutes earlier access to the drop, ensuring you don't miss out this time.

Fundamental alignment of incentives between company and user shouldn't be neglected.
👍9🔥5👏3🤝1
Here's something successful founders know about VCs that others don't:

VCs are not in the business of giving money, they're in the business of making money.

Think of them as a bank giving you a loan.

Both have a level of risk they're willing to go to, and if you can show that you're not a risky investment with a lot of upside, you will have no problem getting capital.

"If I give them $200,000, will they be able to take this idea and 5x my investment?"

That's all you have to prove.
🔥84👏4👍2
A notably small number of IDOs are scheduled for this week, suggesting that many projects are postponing their launches.
😢6🔥4👍21
There were significant sell-offs this week, even as Bitcoin approaches its all-time highs, currently only 3% away.
🤝5😭4😡4
Memes continue to show extensive dominance throughout the market in terms of percentage returns.
🔥43👏3
Top venture capital investment remain in the 8-figure range as the market shows strength with Bitcoin near ATHs.
🔥54👍1
🆘 Around five months ago, we were approached by a project who wanted to redesign the economic model for their launched token. They wanted a more sustainable approach because too many tokens were being rewarded to users.

They loved our knowledge and offer, but ultimately opted for a more expensive, "traditional top 4 consultancy," in this case Ernst & Young, with the reason that the big name would allow them to deflect any risk associated with the changes.


➡️ Fast forward to today: the project CEO has been interrogated by Coffeezilla, exposing the changes and EY's report.

Long story short, Plutus started promising much higher staking rewards instead - e.g. deposit 50,000 PLU, and after 5 years you will have 215,000 PLU. How does this make sense?

Well, EY calculated that the token is actually worth $10.25, instead of the current $1.90, so all these extra rewards are "self-sustainable". How did they arrive at that conclusion?

"EY simplified their calculations by assuming that 100% of reward emissions are stacked, no PLU is redeemed, and no PLU is withdrawn."



➡️ So, to summarise, Plutus went to EY instead of crypto-native token economists, and EY recommended to build a bigger pyramid scheme by assuming 0 sell pressure and subsequently proposing that Plutus prevent people from withdrawing their rewards.


The lesson? Industry native expertise is indispensable.

For actually sustainable economy designs, reality-based modelling, and general token advisory, feel free to reach out to us: @Alex_Simplicity, @Daniel_Simplicity, @Yoaquim_Simplicity.
Please open Telegram to view this post
VIEW IN TELEGRAM
🔥8🤯65🤣3
🌎 Crypto Currency Exchanges: A Real Look at Market Depth

We examined over 16,000 data points to assess the market depth of 35 leading cryptocurrencies on centralised exchanges: Binance, ByBit, OKX, KuCoin, Coinbase, Bitget, and MEXC.

There's a consensus that bigger exchanges have deeper order books, but is that true? We analysed the API data to find out.

Report:
https://www.simplicitygroup.xyz/blog/top-crypto-exchange-depth-report
Please open Telegram to view this post
VIEW IN TELEGRAM
22🎉6🔥4👏3🤯1
This week, there has been a notable uptick in project IDOs.

Additionally, the average IMC of these projects has nearly doubled compared to the previous month's average.
👍5👀5🤝31
It's almost time... 👀👀
🔥9👀4😈3🆒21
Investment announcements are showing signficantly lower volume this week compared to previous weeks.
👍5😢53🤔1
IDO ROIs have been picking back up this week with positive returns amongst all the top launches of the week.
🔥32🤝1
Berachain Simplicity Group.pdf
87.9 MB
Docsend compresses files. If you want a high quality screenshot, use this 8k UHD PDF.
4👍3
🐻Comprehensive Overview of the Berachain Ecosystem

This report explores the various components of the Berachain ecosystem, covering its technical framework: Proof-of-Liquidity (PoL), the BeaconKit consensus layer, and its innovative three-token economy.

It also spotlights 50 of the ecosystem's standout projects that are shaping the future of decentralized finance and web3.

🌍Full report: https://docsend.com/view/vse3sjib644qypg7

P.S. If you're in Devcon, find us for a hard copy.
Please open Telegram to view this post
VIEW IN TELEGRAM
100🔥7👏54🙏2👍1💯1
Please open Telegram to view this post
VIEW IN TELEGRAM
10🔥6👍2👏1
IDOs are back in full swing as the market-wide rally continues to show strength.
🔥4👏43👍2
Sizable drops across the memecoin market sector indicate a seemingly healthy pullback amidst the constant uptrend in the market.
👍6😭5🥴3
Big gainers this week across various sectors—it's refreshing to see a top movers list that isn't dominated solely by memes.
58🔥6👏6👍3😁1😎1