Binance Alpha for your token launch? You might want to read this first.


- Binance Alpha often requires 4-10% of a token’s supply upfront, which floods the market right at launch.

- Some projects pay six figures to get featured, and later struggle with volatility and weak long-term holding.

- Tokens like Privasea had huge early gains, but most of those gains didn’t last.


If you’re considering Binance Alpha, read our article to understand how it works before jumping in:

https://x.com/SimplicityWeb3/status/1932038096398266503

CEX or DEX? It’s math.


Do you have the liquidity to list on a CEX and not instantly die under your own market cap? No? Stay on DEX.

CEXs will take your money, list your token, give you a banner, and then delist you three months later when it dips 40%.

But if you’re ready, you’ll get volume, marketing, legitimacy.

DEXs are cheaper and safer. But you need to know how to handle your own liquidity and user flow.

What happens when you sell just 1% of your token supply?

Watch the token price drop nearly 20%, even with deep liquidity.

At 5%? You’re down 56%.

This is why token design matters.


🎥 Alex breaks it down in under 70 seconds.

Bubblemaps is a textbook example of how capital quality isn’t everything, and execution still matters more.

They didn’t secure any Tier 1 funds, only a few Tier 2-4 names. The bulk of their cap table came from lower-tier investors, which usually signals a rougher launch: smaller networks, less market-making support, less exchange leverage.

But they flipped the noscript.

They got traction not because of investor prestige, but because they understood distribution.


The full playbook with metrics, analysis, and takeaways is coming soon in our TGE research.

FDV means nothing without liquidity.

Drop liquidity to $1M, sell 5% of supply — price crashes 93%.

Watch Alex explain.

Big congrats to our client World of Dypians 👏

Castrum Capital just doubled down on their investment, a strong vote of confidence in WoD’s post-TGE performance, long-term vision, and dominance in the BNB Chain ecosystem.

They’re also crushing it on the adoption side:

#1 featured dApp on Trust Wallet
Leading the Top Web3 Games of 2025 by active players
#2 most used BNB Chain app overall

Proud to work with such projects and help them level up their game.

Let’s look at Derive.

Less than 5 months post-launch, 79.2% of their supply is already circulating.
That’s not normal, but there’s a reason.

Derive is a rebrand from Lyra, a project that had already launched a token back in 2021. Most of the new DRV tokens were used for a 1:1 migration, and that’s where the problem starts.

71.1% of the supply was unlocked at TGE.

The Airdrop, Circulating & Vested, and Market Maker allocations were all liquid on day one. That’s 690M DRV dumped into the market immediately.

Since LYRA had been performing terribly, most holders were probably just waiting to exit. And they did, fast.

Instead of using the rebrand to rethink supply dynamics, Derive simply carried over the broken model: same circulating ratio, misaligned incentives, same mistakes.


Full analysis coming soon in the TGE report.

DRV price.

Are you launching at a $100M FDV? well, good luck holding the price.

Drop it to $20M and suddenly you’re only down 20% instead of 50%.
Why?

See how the math plays out.

Super excited to announce our strategic advisory role with CLI.AI!

CLI is building permissionless cloud compute and infrastructure for AI and Web3.

We’re diving in to help build a sustainable future for $CMD:

🔹 Solana ecosystem growth through key intros across APAC and Balkan Superteams
🔹 Token flywheel design to help $CMD thrive long-term

Let’s get to work.

Most token launches still optimize for opening day optics.

We analyzed over 40 TGEs in 2025 and found this approach consistently underperforms.

Initial spikes rarely sustain, and when trading volume collapses post-launch, price usually follows.

The data is clear: volume retention after TGE is a leading indicator of resilience.

TGE research is coming soon

We advise because we know.

Simplicity Group a research-driven company led by people who actually understand markets.

Every service we offer is backed by macro and crypto analysis. We publish deep, honest reports to help the space grow, and we do it for free.


Here are a few of our earlier pieces that are worth your time:

– the dollar milkshake theory

– why crypto should embrace its gambling nature

– is inflation actually bad?

– the impact of market makers on crypto projects

– when will crypto grow up?


This is the same thinking we apply when designing economies, fixing token models, or preparing projects for launch.

During our TGE research process, we segmented tokens into quartiles based on how much trading volume remained one month post-TGE.

Only one group showed consistent positive performance: the top 25% by volume retention.

The rest saw stagnation or decline, regardless of initial hype.

We always tell our clients and the data proves it: liquidity is the only real sign of market confidence.

Full breakdown in the upcoming TGE report

Our client Autonom is integrating their RWA oracle with Adrena Protocol, currently the third-largest perpetuals DEX on Solana.

This integration makes Adrena the first perps DEX on Solana to offer equities and commodities futures, powered by Autonom’s oracle.

Testing kicks off at the end of June.
Congrats!

Proof of Stake has fundamental issues with decentralisation

1. Given that PoS requires validators to stake coins in order to validate, these coins need to exist before the chain can even go live. Sure, the team and investors that own these initial coins can sell them, or if they’re generous give them away, to the users, but that doesn’t stop a PoS chain from being completely centralised.

2. PoS networks are secured via their own product - the coin. Once someone reaches 51% of the total coin supply, they cannot be dethroned since the consensus mechanism favours those with more coins.

If this entity restakes its earnings, it will keep increasing its share of the total coin supply until it reaches 100% (as per the power-law distribution).

Read more in our research article

Here is one more sneak peek of our upcoming analysis of 40+ recent TGEs.

When we ran correlation tests, we clearly noticed that there’s no strong linear correlation between volume drop and price decline.

But when we looked at rank correlation, a pattern emerged: tokens with higher volume retention consistently ranked better in price performance.

It’s not about launch theatrics or one-time inflows. Sustained volume signals active participants, liquidity depth, and continuous market attention. All critical to price stability post-TGE.

If your tokenomics suck, it doesn’t matter how good your product is.

In this video, Alex is breaking down one of the trickiest parts of token design: fundraising tranches - seed, private, public, and everything in between.

There are 8 interlocking components. Change one, and the rest need to shift.

We walk through each of them with a specific example.
Watch now!

https://youtu.be/-BRrNtzZAJI?si=y9eRNGPTwQsym2Yz

How to have a good token launch - 50,000 data points, 40 top launches of 2025.

We went through all the data to give you the alpha no one in the industry has extracted yet. Some key findings:

🔹 Initial Circulating Supply has absolutely no correlation to token price

🔹 Social media KPIs need to be rethought. Likes, comments, retweets, and engagement have no direct correlation to price


This report gives a real benchmark for our clients and projects to understand what works and what doesn't.

If you’re building, investing, or advising, you must read this:
https://docsend.com/view/khn4nms2ehjjskv3

One of our partners created this legal crypto map (constantly updated). Select what you're looking for, and find the right jurisdiction. Pretty cool.

Message @Alex_Simplicity if you want an intro.

https://cryptomap.io/map/

➡️ Projects that raised $20M didn’t perform better than those that raised $2M.

➡️ Tokens with low launch market caps outperformed, and circulating supply % didn’t matter.

➡️ Only one social media engagement metric came close to predicting price.

We analysed 50,000 data points and 40 token launches from Q1 2025 to understand what actually drives short-term price performance and tested four common assumptions in the space.

Read now:
https://docsend.com/view/khn4nms2ehjjskv3