Simplicity Group Alpha – Telegram
Simplicity Group Alpha
1.84K subscribers
710 photos
40 videos
104 files
392 links
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
Download Telegram
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).
👍53🔥3🗿1
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
8🔥8👏54👍1
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
55🔥5👍1
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
7👍5🔥3👏1
Media is too big
VIEW IN TELEGRAM
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 👇
🔥73👍3
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
Please open Telegram to view this post
VIEW IN TELEGRAM
6🔥3👍2
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
6👍4🤝3🤡1
6😭4😈3😁1
Media is too big
VIEW IN TELEGRAM
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.
3👍3🔥2
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.
👍4🔥32
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
👍42🔥2
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
18🔥54👍4👏2
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
🔥74👍3
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?
🙏63👍31
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
🔥6🙏431👍1
Why higher initial market caps = weaker token performance?

Here’s the math:
If your token launches with a $1M IMC, it’ll perform ~1.37% better than the same token launched at a $2.7M IMC.

So if you go from $1M to $10M IMC, your early performance could drop by ~4–5% purely because of launch size.

Every extra dollar of IMC adds friction to post-TGE performance.

Read more
5👍4🙏4
Don't over-optimize insider share, other than maybe for optics.

Our report showed that there is no clear correlation between higher or lower insider allocations and token price success.

Learn more
🔥64👍4
Your ad copy needs to clearly say what the user gets, why it matters, and what they should do next.

Left example
What’s wrong with it?

- Doesn’t tell the user what you’re offering
- No reason to care
- No clear next step
- Could be literally any project

Right example
Why it works:

- Tells you what you get: staking rewards + early access
- Tells you why it matters: real yield + governance rights
- Tells you what to do next: stake now, and it’s easy

If you need quality ads for your project, dm @Alex_Simplicity
👍65🔥5