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.

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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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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
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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
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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
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Free Tokenomics Master Template 🌍

This is the exact tokenomics template we use at Simplicity Group to design the token economy for our clients.

This covers:

Allocations
Vesting schedules
Valuations
Emissions modelling
Investor ROI calculator
22 charts and graphs
V3 (and V2) Liquidity model
TGE Price impact simulations
Financials (PnL)
Equity valuations (for equity rounds)

Get it for free here: https://forms.gle/x1AcgBAabwhbj5XP8
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After building token models for 100+ teams, seeing firsthand what passes for “tokenomics” in this space (and the consequences that follow), we figured it was time to do something about it.

So we’re sharing the exact tokenomics template we use at Simplicity.

It’s the same structure that’s helped founders close $10M+ rounds, design emissions schedules, and pressure-test liquidity assumptions before launch.

Now we’re making it public. Because this space needs better token design and gatekeeping helps no one.

If you're designing your own token, or just want to understand what actually matters in supply-side mechanics, grab the template and check the walkthrough video.

Hope it helps. And if it saves you from one overpriced advisor call, even better 🌍



📍Watch the full video now:

https://youtu.be/RgGBxm7XSvY?si=HbJVqzQ3QdaBxrI3
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Don't confuse supply side 'tokenomics' with the full token economy, this is what (a fraction of) full economy design looks like.

Our template is purely for the supply side.
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