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.

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

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

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

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.

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

🚫 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

One of the biggest liquidation events recently hit $ACT

ACT saw $5.28M in long liquidations in one hour, one of the biggest liquidation events

Price collapsed from ~$0.19 to below $0.09 (-52%) shortly after. Here's what the data shows (no speculation, just facts)

Let’s look at ACT. Here’s what the liquidation overview tells us:

In just 1 hour, $ACT saw:

• $5.82M in long liquidations
• $571K in short liquidations
This is a 10:1 Long-to-Short ratio It shows how one-sided the market was before it collapsed

Where did it hit hardest?

• Binance: $3.89M longs liquidated
• Bybit: $785K
• Gate.io: $440K Together, those 3 made up over 85% of total long liquidations, but Binance alone was 67% of it

Liquidations peaked around $0.189, and a whale was liquidated at $0.1877

After that candle? Price dropped over 50%, collapsing below $0.09

💡 VC insight from our latest X spaces worth repeating:

If you can grow a community and get users in a bear market, you're in a strong position. Because when the market sentiment improves, that early traction will multiply, and your audience or user base will be much bigger.

Traction when it’s hard matters, not just when the market’s hot.

Founders who can prove that are a big green flag for investors.

The pump.fun graduation rate has been in freefall since Nov 2024. Less than 1% of tokens now make it

After peaking in Nov 2024, the graduation rate has dropped ~56%. Peak was 1.67%. It’s now 0.74%

Doesn't seem to be short-term, but sustained weekly rate drops

Canton network: the blockchain wall street actually wants

While most smart contract platforms chase retail hype, Canton quietly built something for the institutions that matter.

Their new whitepaper outlines a “network of networks”, combining decentralization with privacy, scalability, and governance flexibility.

From hierarchical smart contracts and app-specific scaling, to a minting model tied to real usage, Canton is built for the future of regulated finance.

Here’s a breakdown of what makes Canton one of the most under-the-radar but institutionally significant blockchain infrastructures to date👇

https://x.com/SimplicityWeb3/status/1909532794977386726

Tune in to hear Simplicity Group’s insights on The Founders Show #37: Demystifying RWA, hosted by YAY Network

🕒 3 PM UTC today

Set a reminder: https://x.com/yaynetwork/status/1909935661831909693

One of our clients sent this to the VC that introduced them to us. We always take pride in our work, and messages like these keep our spirits high in the lowest of markets.

Message us if you want your tokenomics audited.

March crypto fundraising saw $5B+, the highest monthly total since June 2022

Interestingly, despite the surge in capital, the number of deals was lower than February, from 145 to 137

Selective investors? No. $3.5B came from just 2 deals:

• Binance ($2B)
• NinjaTrader ($1.5B)

According to data from the VC Printer dashboard (June), the median VC unrealized ROI is just 3x.

A sharp drop from 563x in the last cycle.

What’s going on?

We’ve seen projects launch at $1B valuations and now sit at $50M - without shipping anything meaningful. Meanwhile, teams and early investors already made bank by selling tokens OTC and padding their treasuries.

This is where trust breaks:
When the team profits first, before a product, before users, before value.