A common mistake in crypto fundraising is treating tokenomics like an equity cap table.

Equity = ownership in a company, valued by its financials.

Tokens = units of value in an ecosystem, driven by utility and demand.

Read the full analysis in our research article:
https://www.simplicitygroup.xyz/blog/e-vs-t

These projects have been deemed as some of the most outstanding tokenomics and incentive designs on Solana by Solana Compass users.

We analyzed their economies to determine what makes them stand out:

https://x.com/SimplicityWeb3/status/1901517608471363700

Token pre-launch valuation is tricky. Market cap doesn’t exist yet, and hype can distort real value.

Best approach? Prioritize the quantifiable.

✅ How much will users save by holding the token?
✅ What fees, rewards, or perks does it provide?
✅ What’s the estimated number of users?

Bad approach? Overestimating the unquantifiable.

❌ Speculation
❌ Social hype
❌ Vague narratives

Too many tokens launch at inflated prices based on hype, only to crash when real utility doesn’t match expectations.

Read more

🤝 Pleasure to be working with AUM Protocol 🤝

AUM is a MetaWealth subsidiary, one of the best RWA protocols on Solana. It's a B2B product suite that attaches to RWA protocols and allows the holders of their asset tokens to use said tokens in TradFi and DeFi products, creating huge utility for a plethora of users. 

Why we're bullish 
The B2B product direction in our opinion is superb, with a clearly outlined GTM and existent PMF. The team has great experience in TradFi, crypto, and in this sector, and their ability to deliver is second to none. 

Many RWA protocols offer nothing but liquidity to their users, but now they will get access to secure lending & borrowing, investment baskets, insurance, banking suite, and much more. 

Pleasure to be helping and advising such a team.

Traditional science can be slow, centralized, and expensive.

Bureaucratic funding, biased peer reviews, and paywalls limit access and stifle innovation.

In contrast, DeSci uses blockchain to make research open, transparent, and accessible - cutting out paywalls, slow funding, and centralized control.

Researchers can raise money through DAOs, securely share data, and tokenize discoveries for ownership and profit.

So, can DeSci change how science is funded and shared?

Our researchers break it down in the latest article:
https://x.com/SimplicityWeb3/status/1901952941595971985

If you can’t explain what you do in one sentence, you’ve already lost.

How to create a token economy?

1. Map out the actors
‍
2. Map out the protocol/company elements
‍
3. Map out the flow of value between all elements
‍
4. Assess where the demand and supply will stem from
‍
5. Work out where the sinks and injections are

6. Estimate velocity

7. Calculate the balance
‍
8. Work out where to implement fiscal and monetary policies


(Example economy designed by Simplicity Group)

ETH’s total supply keeps increasing while the price trends down. Whilst the great inverse correlation is not much more than correlation (i.e. there are other factors that are causing ETH price to decrease, such as the terrible market + FUD about the foundation selling), there is still some causation, in that there aren't enough burns.

Sell $11M worth but only receive $407K

A straightforward and undeniable lesson in liquidity vs. market cap:

1. Your influencers exaggerate their success
2. Your colleagues overstate their wealth
3. Your competitors inflate their prosperity
4. Your token isn't valued as much as you think
5. Crypto isn't actually as big as people think



Simplicity is beautiful isn't it

We invested $125K into a project,

its launch has now been delayed for nine months.


This is a familiar story for many investors in the space - angels, syndicates, and VCs alike.

The traditional venture model is no longer sustainable.

In this market, only hedge funds, liquid funds, and market makers are seeing any meaningful liquidity.


Your top priority should be profit - VC-backed easy exits are over.

The 8-step blueprint for designing a token economy

1️⃣ Identify the key actors.
- Who are the users, stakeholders, and participants?

2️⃣ Define protocol elements.
- What infrastructure will facilitate token interactions?

3️⃣ Map the flow of value.
- How will tokens move across the ecosystem?

4️⃣ Determine demand & supply drivers.
- What creates and sustains demand?

5️⃣ Define sinks & injections.
- How do tokens enter and leave the economy?

6️⃣ Estimate velocity.
- How fast will tokens circulate between participants?

7️⃣ Calculate economic balance.
- How do supply & demand stay in equilibrium?

8️⃣ Implement fiscal & monetary policies.
-What mechanisms will stabilize the economy?


----
Sure, you could design a token economy yourself, but we also recommend step nine:

let the pros handle it

Calendly

sorry

Trad science is broken. Can DeSci do better?

⬇️
Heard of DeSci but not really sure what it actually does?
What niche is it taking? What problems does it solve?

Tune in this Wednesday, March 26 at 3PM UTC to get all the answers.

You’ll learn:
— What DeSci is about
— How it could change funding, publishing & collaboration in science
— Why researchers, builders and crypto natives are paying attention

Amazing guests:
gwei_sha
jb87ua
hetu_protocol
MELOWILD
cow_chain

🔗 Set a reminder: https://x.com/i/spaces/1OwxWXyyXgVKQ

One hour in this space could save you weeks of research 🙂