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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Would you say $BTC thrives in crisis?

Though it’s not a fail-proof idea, major volatility spikes like the pandemic crash in March 2020 often line up with big price moves, either up or down…
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We at Simplicity don't aim for hard-sell tactics, aggressive marketing, and in-your-face promotion

Https://calendly.com/enquiries-simplicity/marketing
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Onchain voting for asset delisting may be a step forward, but let’s not pretend this is decentralized when the Hyper Foundation’s validators control the majority of stake, 78.5% of it

If most votes are coordinated offchain by HL, how is this decentralized?
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Top 10 protocols ranked by fees generated in the entire crypto space are very balanced: 2 stablecoins, 2 chains, 2 exchanges, 3 DeFi projects, and 1 infrastructure project

If you’re a VC, this is a good data point - Shovels always prevail in the gold rush.
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Bubblemaps, the on-chain investigation platform, recently launched their token, and 21.1% of the supply has already been unlocked, despite being launched only 3 weeks ago

The circulating supply consists of Airdrop & Liquidity tokens, with investors' tokens unlocking in 6 months
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VCs, Web3 & tough love: Let's talk real investment alpha

Join us this Wednesday,
April 2 at 3 PM UTC,
for a straight-talking spaces.

We’re bringing together top venture capital funds for a first-hand discussion on the current state of Web3 investments.

Featuring voices:

cypher_capital
zoetheleopard
sidrevocx (Castrum Capital)
tallgraffe (DWFVentures)
warplord_eth
And more.

Hosted by Simplicity Group.

Set a reminder: this one’s worth your time
https://x.com/i/spaces/1LyxBWZjNvnKN
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Launching a cross-chain token? Here’s how to do it right.

We’ve broken it down into clear, actionable steps: from defining your token’s purpose to picking the right bridge and avoiding common pitfalls.

Read the alpha here:
https://x.com/SimplicityWeb3/status/1907025929177538597
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Excited to be working with Tea-Fi!

Tea-Fi is focused on simplifying the crypto experience by offering an all-in-one solution for portfolio management, token swaps, yield opportunities, and on-chain analytics, all powered by $TEA. It’s clean, intuitive, and built for anyone.
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Stablecoin yields aren’t just numbers, they’re basically a gauge for sentiment

The shift from ~8% in February to the current 4-6% on stables is sentiment reflected on-chain in the simplest way possible. Lower yields? Protocols are pulling back instead of betting on expansion

source: Dune
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Most BDs cost your brand reputation.

What they say:

- they hope I had a great day
- innovative idea
- revolutionary you might even say
- disrupt the status quo
- helps 𝘨𝘦𝘯𝘦𝘳𝘪𝘤 𝘵𝘢𝘳𝘨𝘦𝘵 𝘢𝘶𝘥𝘪𝘦𝘯𝘤𝘦 with 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘵𝘩𝘢𝘵'𝘴 𝘣𝘦𝘦𝘯 𝘥𝘰𝘯𝘦 127 𝘵𝘪𝘮𝘦𝘴 𝘵𝘩𝘪𝘴 𝘺𝘦𝘢𝘳 𝘢𝘭𝘰𝘯𝘦
- $10Tn market
- super passionate team
- super experienced team
- many synergies (but they wont write which ones because there are just so many!)

What the other party hears:

- lie
- lie
- lie
- lie
- bad idea
- lie
- lie
- lie
- lie

When every message sounds like a copy-paste sales noscript with zero substance, it shows laziness, desperation, or both.

If you’re not saying anything specific and valuable, people start assuming your project isn’t valuable either.
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Bitcoin reserves on exchanges have been dropping fast while price holds the $80K–$90K range

Is this the scarcity narrative in real time? Maybe. Price may look flat, but there's less BTC on exchanges. Supply is still a mountain though, it decreasing won't send it on its own

source: @cryptoquant_com
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Many choose to launch their tokens with a small circulating supply and a high FDV to avoid early sell pressure and inflation.

But does it actually work?

We analyzed 16 recent token launches that followed the Low Float / High FDV model to understand how this setup impacts price performance over time.

The results show that it doesn’t consistently lead to strong or sustainable performance.

Read the full breakdown, data, and recommendations from the Simplicity Group research team:

https://x.com/SimplicityWeb3/status/1907749603325190611
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One of our clients miscalculated slightly.

Instead of $7.7M in revenue per year, they actually were going to make $770k.

Their detailed financials had a slight error - 0.3% transaction fee was denominated as 0.03 instead of 0.003.

Had we not noticed this, the token would have launched with an inflated valuation, nearly 10x above what their buybacks could sustainably support.

We stepped in to:

- Drop the FDV
- Redesign the token emissions
- Reallocate fundraise spend

This is why a good token economist will read every single document the project may have.
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RED, the token powering modular oracle infrastructure RedStone, was launched on Binance in February

The circulating supply sits at 24.2%, and while they have an allocation of 51.7% for insiders (investors and team), it's still subject to a 1-year cliff period
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🚫 Phrases that recently got banned by our marketing team

(aka the cringe pile we’ll never let near your deck)

"[Random startup] is reimagining the future of Web3"

"...revolutionizing the way you interact with crypto and blockchain!"

"Combining cutting-edge technology with unparalleled expertise"

"At the forefront of the crypto revolution"

"Unlocking real-world investment opportunities"

"Join us today and be part of the future"

"Empowering users through decentralization"

"Seamlessly bridging Web2 and Web3"

"Redefining the [insert industry] landscape"

"Harnessing the power of AI and blockchain"

"Pioneering the next evolution of digital finance"

"Unleashing the potential of the decentralized economy"

"The next-generation platform for..."

"Making Web3 accessible for everyone"

The list goes on infinitely
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