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.

Twitter: https://twitter.com/SimplicityWeb3
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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
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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
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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.
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Top raises of the week from February 7 to 13 💰
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Bitcoin transfer volume is up, but retail is missing.

💲Smaller wallets (<$10K) are moving less $BTC than in 2021, even as overall transactions and prices rise. Instead, big players are driving the market, signaling growing institutional demand.

Thoughts?
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📌$BTC inflows are dominated by big money.

In January 2025, wallets holding $100K–$10M led BTC buying, while smaller retail wallets ($100–$10K) remained sidelined.

Learn more
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🤝 We're excited to be working with MemeMarket!

MemeMarket is a meme coin super app where users can win, earn, and engage with their favorite meme coins through a fun, gamified experience.

Why we’re bullish
MemeMarket goes beyond speculation by adding structured rewards, deflationary mechanics, and smart incentives. With a sustainable token economy and an engaging user experience, it’s helping build a stronger, more active meme coin ecosystem.
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Love it or hate it, pump.fun has been a key force behind Solana’s dominance over the past year.

🧨The platform has raked in 2M+ SOL ($398M) and accounted for 62.3% of all Solana DEX transactions in late 2024.

However, its **massive CEX transfers—1M+ $SOL ($208M) to Kraken this year—**have raised concerns about its impact on Solana’s price.

That said, its bonding curve model locks liquidity, reducing circulating supply and offsetting some of the sell pressure.

Full article
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Reminder: Our X Space is Today! 

The Future of Web3 AI kicks off today at 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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In our research on value flows, we broke down what’s fueling Solana’s dominance in the DEX market.

Institutional inflows 
🔹 $1.3T in hyper value trades ($50K+) on Solana DEXs (Dec–Jan)
🔹 20% of total volume now comes from whales & large players

Retail-friendly ecosystem 
🔹 27% of all trades range between $100–$5K
🔹 Small trades (<$100) still make up 20.5% of total volume

Memecoins →
🔹 @pumpdotfun alone fueled 62.3% of all Solana DEX transactions
🔹 The $TRUMP token launch brought in new high-net-worth trader
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Ignore his tweet, but take a look at that data: sell $11M, but only receive $407k. That is the immediate evidence to how crucial liquidity is for assessing the real value of a project.
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Token holders ≠ users 👥

One of the biggest mistakes in crypto is assuming that token holders and users are the same. They’re not.

🔹 Token holders care about price, staking yields, and liquidity.

🔹 Users care about the actual product and its utility.

Sometimes, they overlap - but designing tokenomics without understanding this distinction is a fatal mistake.

If your token only attracts speculators and not real users, your project is just a hype cycle waiting to crash.
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Maybe things are looking up after all
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In the last 30 days, $190M was transferred from Solana to Ethereum, with $143M from Eth to Sol.

Similar pattern can be seen with Arbitrum, BNB, Base, and others: more value is leaving Solana than entering.

Is the industry healing?

Source
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Looking at it from September to now, there was $950M sent from Eth to Sol, and $828M from Sol to Eth.

Evidently the tides are changing.
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😂
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