Simplicity Group Alpha – Telegram
Simplicity Group Alpha
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Disclaimer:

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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Why your engagement drops right after TGE?

1. Spending money on likes, followers, and engagement (be that through bots, quests, or airdrops) is arguably futile

2. Holding back optimistic announcements until after you launch (engagement dies once the token is listed)

3. Overzealous content, constant call-to-actions, and oceans of random posts and memes

4. No product content, no announcements and progress.

Read more
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Here we run through an example of why IMC matters more than people think. Typically, it's between 2-25% of FDV, but:

- Lower IMC → easier to pump, but it pumps to an unsustainable level and crashes back down

- Higher IMC → more sell pressure on launch

It’s a balancing act between hype and stability.
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How did the most successful token launches use content, timing, tone, and messaging strategy effectively?

1. Strong content comes from strong products. Bubblemaps and Kaito products naturally generated content that people cared about.

2. Tone needs to match the product.
Elixir kept things dry and technical, and lost attention. Powerloom tried to go full meme-mode for a serious infra project and failed.

3. More posts ≠ more results.
Projects like GoPlus and SonicSVM posted often but had poor engagement. Nothing they shared gave people a reason to care.

Read the full analysis
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Almost 2 out of 5 tokens go to insiders

Our research data shows that in 2025, “decentralized” projects are still handing out ~40% to teams and investors (18.9% to teams, 17.9% to investors on average).
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Your raise gave you capital. We’ll help you turn it into value.

- Tokenomics audit
- Token Modelling
- Introductions
- Advisory
- Ecosystem expansion


Why Simplicity?

✔️ $1.8Bn FDV and $1.2Bn MC for projects we've worked with - Pyth, Superverse, WoD, etc.
✔️eOracle, Uprising, Portal to Bitcoin, Folks Finance, and many more gearing up for launch.
✔️ Research-first, data-driven approach
✔️ 120+ companies serviced
✔️ $160M+ raised by our clients

Need help or advice? Book a call or message @Alex_Simplicity
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We loved this breakdown by the Head of Growth at Ten Protocol on why CT is completely off when it comes to token launches.

She pulled insights from our latest Token Launch Strategy Report, where we analysed 50,000+ data points across 40 token launches this year. The piece adds valuable context and a solid broader interpretation of how launches in 2025 should actually be done.

Read here
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Why Equity and Token are not the same?

In crypto, we took SAFEs and turned them into SAFTs.

We took equity and started raising with tokens. But this came with legal troubles.

So, to bypass regulators, projects focus hard on ensuring their tokens are “utility tokens” instead of “security tokens”.


But these tokens are needed to be utilised in the ecosystem: it’s similar to investors investing into Starbucks coffee beans instead of Starbucks Inc.

Investors should exit their positions because the projects’ users need them to utilise the ecosystem...


Equity and tokens might sound similar but they play by completely different rules.

👉 Dive into the full breakdown in our research article
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Most people still don’t understand how token valuations kill launches.

In this 1-min clip, we explain exactly what a good valuation structure looks like 👇
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TGEs 101: Join the AMA now❗️

Our co-founder Daniel Malinovski is speaking an AMA and spilling the tea on everything you need to know before launching:

- How to structure your TGE
- What to avoid
- Mistakes most teams forget until it’s too late

Amazing guests lined up from projects like GELO, KAIKA, Calea Digital, and more.

🎧Tune in: https://x.com/i/spaces/1djGXVqvBmExZ
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Technical updates can drive credibility, but they must be packaged accessibly to attract engagement.

Quai Network, a unique blockchain with an innovative consensus model and an energy-backed token, focused heavily on explainers and technical threads.

Their average views during TGE were ~24k impressions. QUAI rose 150% in the first week post-launch but fell 20% below listing price shortly after.

Even the best tech needs narrative support: use analogies, use visuals, explain the use cases, and answer dumb questions.

Read more in our Launch Strategy report
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So what is the low float, high FDV problem?

It’s when a token launches with a tiny circulating supply but a massive fully diluted valuation.

In 90 seconds, we break down how to avoid this.
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Tone consistency and understanding - what our research findings show

It's more important to sound “legit” and give people real reasons to care than to jump on trends or shift tone unpredictably.

For example, Powerloom’s $5.2M raise and overly playful tone may not have aligned with expectations for an Ethereum L2. POWER collapsed by 77% in its first week and is down 95% since its launch.

But even if the playful tone aligns with the project’s mission, it won’t be sufficient by itself.

Zora’s slogan of “Every post is a memecoin” aligns with their brand identity, yet ZORA is down 75% since launch. Memes alone won’t secure a loyal community, and playful content must be supported by a good underlying product.
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Bitcoin hit ATH… with the lowest exchange reserves in years

Less BTC on exchanges = less sell pressure = why this run already feels different

More inflows, fewer outflows, exchange reserves shrinking... all you need
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Good Monday ladies and gents! We’re excited to drop our crispy new report: The Science Behind Tokenomics and Launch Performance.

It builds on our earlier analysis of 2025’s token launches, and this time, we went deeper.

Our analysts tested how different tokenomics structures correlate with short- and mid-term returns.

We explored four key questions:

- Does insider allocation hurt performance?
- Does high community allocation help?
- Does a token’s listing price shape investor perception?
- And does post-launch circulating supply even matter?


Here are the main takeaways:

1. Maximize community allocation
2. Set a lower launch price
3. Don’t stress over insider shares
4. Circulating-supply unlocks have little impact
5. Prioritize clear tokenomics

👉 Read the full report: https://docsend.com/view/47i874vknexnw5hm
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In 2025, projects that gave a large share of their token supply to the community (e.g. via airdrops, public sales, ecosystem incentives) performed much better after launch.

The top third of projects by community allocation (i.e. those that gave 47% or more of total supply to the community) delivered:

~120% return after 1 week

~350% after 1 month

~200% at the time of analysis


Meanwhile, projects that allocated only 30–47% to the community saw more volatility without consistently better returns.

So basically:
Give the community a lot, or don’t bother.

Read more
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Crypto VC funding in Q2 surpassed Q1 by 35% with 25% fewer rounds

From 441 to 330 rounds, and $7.4B to $10B raised in total

BTC hit ATH as Q3 just kicked off… How will funding in Q3 play out?
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Tokens that launch at a lower unit price (specifically, below $0.075) perform better across all timeframes, both short-term and long-term.

Why?

People tend to think a token priced at $0.01 has “more room to grow” than one priced at $1, even if the market caps are the same.

Full report:
https://docsend.com/view/47i874vknexnw5hm
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