📢 Yesterday, the Simplicity Group team presented a report on the TON ecosystem at the TON Society event in Dubai.
We aim to deliver real value and insights to the community by analyzing key data, growth drivers, and opportunities in the TON network.
A huge thank you to @russkieyevrey and everyone who participated in the discussion!
We aim to deliver real value and insights to the community by analyzing key data, growth drivers, and opportunities in the TON network.
A huge thank you to @russkieyevrey and everyone who participated in the discussion!
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Top raises of the week: AI-powered Web3, decentralized identity & institutional crypto tools
This week's top blockchain raises highlight three major trends:
⚡ AI-powered Web3 infrastructure
🛡 Decentralized identity & credentials
🏦 Institutional crypto finance solutions
Top 5 raises this week
1️⃣ Bluwhale AI – $75M
🔗 Sector: AI x Web3 Infrastructure
Bluwhale is building Web3’s intelligence layer (L3), turning data and mobile devices into AI-powered assets for on-chain intelligence.
2️⃣ D3 – $25M (Led by Paradigm)
🔗 Sector: Decentralized Domains & Web3 Identity
D3 is developing the first interoperable network for real domain names, bridging Web3 with billions of traditional internet users.
3️⃣ Humanity Protocol – $20M (Led by Pantera Capital)
🔗 Sector: Decentralized Identity & AI Agents
Humanity Protocol focuses on on-chain biometric identity verification, similar to Worldcoin, but aims for a more decentralized, privacy-first approach.
4️⃣ Sign – $16M (Led by YZi Labs, e.g., Binance Labs)
🔗 Sector: On-Chain Token Distribution & Credential Verification
Sign provides on-chain infrastructure for token distribution, credential verification, and compliance.
5️⃣ Cryptio – $15M (Led by Alven)
🔗 Sector: Institutional Crypto Accounting & Compliance
Cryptio offers an audit-ready back-office for regulated enterprises, ensuring crypto compliance and financial reporting.
Web3 trends from this week’s raises:
🔵 AI x Web3 is leading investment flows – projects like Bluwhale AI and Sign show strong interest in on-chain AI agents, intelligent automation, and AI-powered economies.
🟢 Decentralized identity & credentials are a major focus. D3 & Humanity Protocol prove that verifiable, privacy-first identity is a critical piece of the Web3 puzzle.
🟣 Investments in Cryptio highlight the growing need for enterprise-grade financial tools as regulations tighten.
This week's top blockchain raises highlight three major trends:
⚡ AI-powered Web3 infrastructure
🛡 Decentralized identity & credentials
🏦 Institutional crypto finance solutions
Top 5 raises this week
1️⃣ Bluwhale AI – $75M
🔗 Sector: AI x Web3 Infrastructure
Bluwhale is building Web3’s intelligence layer (L3), turning data and mobile devices into AI-powered assets for on-chain intelligence.
2️⃣ D3 – $25M (Led by Paradigm)
🔗 Sector: Decentralized Domains & Web3 Identity
D3 is developing the first interoperable network for real domain names, bridging Web3 with billions of traditional internet users.
3️⃣ Humanity Protocol – $20M (Led by Pantera Capital)
🔗 Sector: Decentralized Identity & AI Agents
Humanity Protocol focuses on on-chain biometric identity verification, similar to Worldcoin, but aims for a more decentralized, privacy-first approach.
4️⃣ Sign – $16M (Led by YZi Labs, e.g., Binance Labs)
🔗 Sector: On-Chain Token Distribution & Credential Verification
Sign provides on-chain infrastructure for token distribution, credential verification, and compliance.
5️⃣ Cryptio – $15M (Led by Alven)
🔗 Sector: Institutional Crypto Accounting & Compliance
Cryptio offers an audit-ready back-office for regulated enterprises, ensuring crypto compliance and financial reporting.
Web3 trends from this week’s raises:
🔵 AI x Web3 is leading investment flows – projects like Bluwhale AI and Sign show strong interest in on-chain AI agents, intelligent automation, and AI-powered economies.
🟢 Decentralized identity & credentials are a major focus. D3 & Humanity Protocol prove that verifiable, privacy-first identity is a critical piece of the Web3 puzzle.
🟣 Investments in Cryptio highlight the growing need for enterprise-grade financial tools as regulations tighten.
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High FDV Low Float: You've Been Lied To
Crypto projects often launch with sky-high FDVs and minimal circulating supply. But does this strategy actually lead to long-term success?
Our latest research analyzes 16 token launches and reveals:
📉 No strong correlation between high FDV, low float, and price performance
📊 Short-term gains often fade within weeks
💡 Market dynamics matter more than just token supply strategy
Read the full report now: https://www.simplicitygroup.xyz/blog/high-fdv-low-float
Crypto projects often launch with sky-high FDVs and minimal circulating supply. But does this strategy actually lead to long-term success?
Our latest research analyzes 16 token launches and reveals:
📉 No strong correlation between high FDV, low float, and price performance
📊 Short-term gains often fade within weeks
💡 Market dynamics matter more than just token supply strategy
Read the full report now: https://www.simplicitygroup.xyz/blog/high-fdv-low-float
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🤝 We're excited to be working with Peer2Play!
Peer2Play is a decentralized gaming hub where gamers, developers, and influencers connect, compete, and earn across multiple blockchains. Powered by Skale Network, SEI, Base & more, it ensures a seamless gaming experience.
Why we’re bullish
Peer2Play brings real ownership, on-chain tournaments, and new earning opportunities for players and creators. With decentralized infrastructure and cross-chain compatibility, it creates a more open and rewarding gaming ecosystem.
Peer2Play is a decentralized gaming hub where gamers, developers, and influencers connect, compete, and earn across multiple blockchains. Powered by Skale Network, SEI, Base & more, it ensures a seamless gaming experience.
Why we’re bullish
Peer2Play brings real ownership, on-chain tournaments, and new earning opportunities for players and creators. With decentralized infrastructure and cross-chain compatibility, it creates a more open and rewarding gaming ecosystem.
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📉 VC funding took a hit this week, down 61% to $92M across 18 deals. But key players are still securing capital:
Cipher Mining – $50M (SoftBank)
Taproot Wizards – $30M (Standard Crypto)
VitalVEDA – $20M (Rollman Management)
Reservoir – $14M (Union Square Ventures)
Olas – $13.8M (1kx)
Cipher Mining – $50M (SoftBank)
Taproot Wizards – $30M (Standard Crypto)
VitalVEDA – $20M (Rollman Management)
Reservoir – $14M (Union Square Ventures)
Olas – $13.8M (1kx)
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What makes a token valuable?
At Simplicity, we break token value into five key types:
1️⃣ Monetary:
Represents financial benefits or economic activity.
2️⃣ Political:
Grants decision-making power and sovereignty.
3️⃣ Social:
Builds reputation, influence, and community standing.
4️⃣ Informational:
Holds, transfers, or restricts access to data.
5️⃣ Speculative:
Reflects its potential future value.
The more ways a token can be used, the more value it holds.
At Simplicity, we break token value into five key types:
1️⃣ Monetary:
Represents financial benefits or economic activity.
2️⃣ Political:
Grants decision-making power and sovereignty.
3️⃣ Social:
Builds reputation, influence, and community standing.
4️⃣ Informational:
Holds, transfers, or restricts access to data.
5️⃣ Speculative:
Reflects its potential future value.
The more ways a token can be used, the more value it holds.
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📉 Yes, the market is down. But where is the money actually flowing?
BTC exchange reserves are at all-time lows, USDT inflows are soaring, and liquidity is moving in unexpected ways.
The data tells a different story - let’s follow the money.
➡️ Check out our comprehensive new research piece:
https://www.simplicitygroup.xyz/blog/flow-of-value-in-crypto
BTC exchange reserves are at all-time lows, USDT inflows are soaring, and liquidity is moving in unexpected ways.
The data tells a different story - let’s follow the money.
➡️ Check out our comprehensive new research piece:
https://www.simplicitygroup.xyz/blog/flow-of-value-in-crypto
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"Do your own research!" But how?
When evaluating a long-term investment, always start with the fundamentals. A project can pivot if its idea is weak, but a bad team is a guaranteed failure.
To assess a team, check their LinkedIn and Twitter and look for three key things:
1️⃣ Have they built in Web3 before? Web2 knowledge doesn’t always translate.
2️⃣ Do they have expertise in the sector they’re building in?
A retail exec launching a blockchain supply chain project likely lacks the technical knowledge to succeed.
3️⃣ Are they actually qualified for their position?
A lifelong accountant suddenly acting as CTO signals major risks—bad code, poor dev management, and eventual failure.
DYOR is a skill. Learn it, and you’ll avoid 99% of bad investments.
When evaluating a long-term investment, always start with the fundamentals. A project can pivot if its idea is weak, but a bad team is a guaranteed failure.
To assess a team, check their LinkedIn and Twitter and look for three key things:
1️⃣ Have they built in Web3 before? Web2 knowledge doesn’t always translate.
2️⃣ Do they have expertise in the sector they’re building in?
A retail exec launching a blockchain supply chain project likely lacks the technical knowledge to succeed.
3️⃣ Are they actually qualified for their position?
A lifelong accountant suddenly acting as CTO signals major risks—bad code, poor dev management, and eventual failure.
DYOR is a skill. Learn it, and you’ll avoid 99% of bad investments.
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🤝 We're excited to be working with Sui Hub!
Sui Hub is the official home for Sui builders, powered by Ghaf Capital and Sui Foundation. It provides Web3 teams with the infrastructure and support they need to scale, fostering a thriving ecosystem of innovative blockchain applications.
Through this partnership, we’re providing tokenomics expertise to Sui Hub projects while connecting early-stage teams to a strong and growing ecosystem.
Sui Hub is the official home for Sui builders, powered by Ghaf Capital and Sui Foundation. It provides Web3 teams with the infrastructure and support they need to scale, fostering a thriving ecosystem of innovative blockchain applications.
Through this partnership, we’re providing tokenomics expertise to Sui Hub projects while connecting early-stage teams to a strong and growing ecosystem.
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Bitcoin exchange reserves at all-time lows. A bullish signal?
A steady decline in Bitcoin exchange reserves means fewer $BTC are available for immediate sale. Investors are moving funds on-chain for long-term holding rather than trading 💼
Historically, this behavior has preceded bull runs, as seen in late 2022 when accumulation marked the end of the bear market.
👉 $ETH follows a similar trend, but with less aggressive outflows, suggesting weaker conviction compared to BTC.
👉 $XRP reserves remain unchanged, indicating a different investor profile - likely less crypto-native retail users or those with lower long-term confidence.
👉 $USDT reserves have surged from $7B to $27B. Liquidity is sitting on exchanges, either waiting to be deployed into crypto or used for off-ramping.
Learn more
A steady decline in Bitcoin exchange reserves means fewer $BTC are available for immediate sale. Investors are moving funds on-chain for long-term holding rather than trading 💼
Historically, this behavior has preceded bull runs, as seen in late 2022 when accumulation marked the end of the bear market.
👉 $ETH follows a similar trend, but with less aggressive outflows, suggesting weaker conviction compared to BTC.
👉 $XRP reserves remain unchanged, indicating a different investor profile - likely less crypto-native retail users or those with lower long-term confidence.
👉 $USDT reserves have surged from $7B to $27B. Liquidity is sitting on exchanges, either waiting to be deployed into crypto or used for off-ramping.
Learn more
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AI is centralized, controlled by a few. Blockchain is decentralized, built for open access. Their intersection could redefine how intelligence, data, and compute are distributed.
But major challenges remain:
• AI needs real-time data, but blockchains move too slowly.
• AI is already resource-heavy, and adding blockchain increases costs.
• AI requires vast datasets, but blockchain transparency creates privacy risks.
🤝 The true efficiency of integrating AI and blockchain is debatable and complex, but with the right innovation, their synergy could unlock significant value.
We’ll be initiating a discussion with leading AI x blockchain builders soon.
Stay tuned 😉
But major challenges remain:
• AI needs real-time data, but blockchains move too slowly.
• AI is already resource-heavy, and adding blockchain increases costs.
• AI requires vast datasets, but blockchain transparency creates privacy risks.
🤝 The true efficiency of integrating AI and blockchain is debatable and complex, but with the right innovation, their synergy could unlock significant value.
We’ll be initiating a discussion with leading AI x blockchain builders soon.
Stay tuned 😉
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Top gainers of the week (Feb 6 - Feb 12)
Despite a -2.3% dip in total market cap, some tokens defied the trend with massive gains:
🔹 Test | +585% | $152M Market Cap
🔹 Berachain | +455% | $587M Market Cap
🔹 BinaryX | +383% | $326M Market Cap
🔹 Aragon | +173% | $119M Market Cap
🔹 Terra Classic USD | +58% | $101M Market Cap
Even in a red market, opportunities exist :)
Despite a -2.3% dip in total market cap, some tokens defied the trend with massive gains:
🔹 Test | +585% | $152M Market Cap
🔹 Berachain | +455% | $587M Market Cap
🔹 BinaryX | +383% | $326M Market Cap
🔹 Aragon | +173% | $119M Market Cap
🔹 Terra Classic USD | +58% | $101M Market Cap
Even in a red market, opportunities exist :)
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Bitcoin’s market dominance is growing - here’s what it means:
🔸More capital is flowing into BTC, its dominance is rising, signaling strong accumulation. Investors see it as both a safe-haven and a speculative asset, even in bullish conditions.
🔸 Altcoins and Ethereum are losing market share. Liquidity is shifting away from riskier assets, reflecting investor caution and reduced confidence in speculative plays.
🔸 USDT reserves are shrinking, but that capital isn’t flowing into alts. Instead, Bitcoin is absorbing the majority of re-entering funds, consolidating its leadership in the market.
Bitcoin is strengthening its position, with institutional players and long-term holders driving demand. Meanwhile, altcoins remain on the sidelines as risk appetite cools.
Full article
🔸More capital is flowing into BTC, its dominance is rising, signaling strong accumulation. Investors see it as both a safe-haven and a speculative asset, even in bullish conditions.
🔸 Altcoins and Ethereum are losing market share. Liquidity is shifting away from riskier assets, reflecting investor caution and reduced confidence in speculative plays.
🔸 USDT reserves are shrinking, but that capital isn’t flowing into alts. Instead, Bitcoin is absorbing the majority of re-entering funds, consolidating its leadership in the market.
Bitcoin is strengthening its position, with institutional players and long-term holders driving demand. Meanwhile, altcoins remain on the sidelines as risk appetite cools.
Full article
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If you’re investing in tokens for the long term, focus on what the token actually does.
🔹 Does it provide real savings or benefits?
🔹 Is there sustainable demand beyond speculation?
🔹 How does liquidity impact price movements?
Because at the end of the day, value > speculation.
🔹 Does it provide real savings or benefits?
🔹 Is there sustainable demand beyond speculation?
🔹 How does liquidity impact price movements?
Because at the end of the day, value > speculation.
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Join our X Space: The Future of Web3 AI 🌐
AI is reshaping industries. Blockchain is redefining trust. How can they work together in the most efficient way?
Let’s get real alpha from top builders!
📅 Wednesday, Feb 19
🕒 3:00 PM UTC
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
AI is reshaping industries. Blockchain is redefining trust. How can they work together in the most efficient way?
Let’s get real alpha from top builders!
📅 Wednesday, Feb 19
🕒 3:00 PM UTC
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
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The gap between BTC’s market cap and altcoins (excluding ETH & stablecoins) is getting wider📊
More money is flowing into Bitcoin as investors prioritize safety over speculation. Institutions and long-term holders are stacking BTC, while altcoins fight for liquidity. Unlike past cycles, they aren’t seeing the same hype or inflows.
Read more
More money is flowing into Bitcoin as investors prioritize safety over speculation. Institutions and long-term holders are stacking BTC, while altcoins fight for liquidity. Unlike past cycles, they aren’t seeing the same hype or inflows.
Read more
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The coffee shop trap ☕
Building a project? Here’s why focusing only on token holders can be a trap.
Imagine a coffee shop with free WiFi:
✅ Some come for coffee (your product)
✅ Others come for free WiFi (staking/APY)
The shop gets crowded. Looks successful. Until...
A new shop opens with better WiFi - everyone leaves.
Why? Because they were never there for the coffee in the first place🌐
This is what happens when projects over-prioritize token holders and ignore real users. Speculators will always move on to the next high-yield opportunity.
➡️If your product doesn’t provide intrinsic value, your project won’t survive long-term.
Building a project? Here’s why focusing only on token holders can be a trap.
Imagine a coffee shop with free WiFi:
✅ Some come for coffee (your product)
✅ Others come for free WiFi (staking/APY)
The shop gets crowded. Looks successful. Until...
A new shop opens with better WiFi - everyone leaves.
Why? Because they were never there for the coffee in the first place🌐
This is what happens when projects over-prioritize token holders and ignore real users. Speculators will always move on to the next high-yield opportunity.
➡️If your product doesn’t provide intrinsic value, your project won’t survive long-term.
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