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.
Our template is purely for the supply side.
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Another serious milestone for our client MetaWealth! 🍾
Invited to speak at NASDAQ Trade Talks in New York, on a panel alongside Coinbase, Circle, and Credit Suisse.
Congrats to Darren and the team!
Invited to speak at NASDAQ Trade Talks in New York, on a panel alongside Coinbase, Circle, and Credit Suisse.
Congrats to Darren and the team!
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Your content should match your team's personality
That's what we learned from the best-performing projects in 2025. If the founding team is serious, your Twitter should be serious. If you're degens, lean into it.
Walrus, despite being a heavy infrastructure project with $140M backing, leaned into humour authentically and saw its token jump 357% one month after TGE (still +192% since).
Hyperlane went the other way. Their posts avoided hype and stuck to matter-of-fact updates only, which aligned with their brand the most.
HYPER shot up by 533% in the first week post launch, evidencing that merely posting playful / high energy posts isn’t indicative of community perception of the project’s token.
That's what we learned from the best-performing projects in 2025. If the founding team is serious, your Twitter should be serious. If you're degens, lean into it.
Walrus, despite being a heavy infrastructure project with $140M backing, leaned into humour authentically and saw its token jump 357% one month after TGE (still +192% since).
Hyperlane went the other way. Their posts avoided hype and stuck to matter-of-fact updates only, which aligned with their brand the most.
HYPER shot up by 533% in the first week post launch, evidencing that merely posting playful / high energy posts isn’t indicative of community perception of the project’s token.
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Why you shouldn't over-optimize token unlocks
Our research analyzed 40 token launches and tested this hypothesis.
Here’s what we found:
- No statistical relationship between how fast a token unlocks and its price performance.
- Whether a project unlocked more or less than the median, there was no significant difference in returns (p = 0.299).
- Even after removing outliers and using robust regression models, the effect remained statistically irrelevant.
Some fast-unlocking tokens performed better than slow ones but the difference was not reliable or consistent.
What does it mean?
Trying to micromanage unlock schedules for price control is largely pointless.
What drives price is what those tokens represent.
Read more
Our research analyzed 40 token launches and tested this hypothesis.
Here’s what we found:
- No statistical relationship between how fast a token unlocks and its price performance.
- Whether a project unlocked more or less than the median, there was no significant difference in returns (p = 0.299).
- Even after removing outliers and using robust regression models, the effect remained statistically irrelevant.
Some fast-unlocking tokens performed better than slow ones but the difference was not reliable or consistent.
What does it mean?
Trying to micromanage unlock schedules for price control is largely pointless.
What drives price is what those tokens represent.
Read more
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Despite $13.5B burned since 2021, Ethereum’s supply is still growing at +0.8% per year
The pump and ETH burn has been great, but issuance continues.
ETH is up 40%+ the last month, crossing $3,600 (bullish)
Since 2021, Ethereum has burned 4.6M ETH worth ~$13.5B (extra bullish)
But here’s a core fact that most ignore and is why ETH supply is growing despite the burn:
Scarcity depends on network activity:
→ High fees = deflationary ETH
→ Low fees = supply grows
It’s dynamic, not fixed.
But network activity is high, why aren’t fees high too?
Because of:
→ Dencun upgrade (lowered L1 transaction fees)
→ L2 activity inherently shifting volume (and fees) off the mainnet
This is why ETH isn’t deflationary today, but was in periods of lower activity levels.
→ High activity = more fees burned = deflation
But also consider: high activity = more txns. processed = more validator rewards = more ETH issued
ETH supply growth depends on which side outweighs the other = why supply doesn't automatically shrink just with high activity
The pump and ETH burn has been great, but issuance continues.
ETH is up 40%+ the last month, crossing $3,600 (bullish)
Since 2021, Ethereum has burned 4.6M ETH worth ~$13.5B (extra bullish)
But here’s a core fact that most ignore and is why ETH supply is growing despite the burn:
Scarcity depends on network activity:
→ High fees = deflationary ETH
→ Low fees = supply grows
It’s dynamic, not fixed.
But network activity is high, why aren’t fees high too?
Because of:
→ Dencun upgrade (lowered L1 transaction fees)
→ L2 activity inherently shifting volume (and fees) off the mainnet
This is why ETH isn’t deflationary today, but was in periods of lower activity levels.
→ High activity = more fees burned = deflation
But also consider: high activity = more txns. processed = more validator rewards = more ETH issued
ETH supply growth depends on which side outweighs the other = why supply doesn't automatically shrink just with high activity
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In a new video, Daniel covers:
- How Trump went from crypto hater to crypto king
- Why interest rates are key to Bitcoin’s next pump
- The $850M Trump family made from memecoins
- What happens when politics and personal net worth collide
- Why inflation = higher asset prices (including BTC)
Watch now: https://www.youtube.com/watch?v=5WBqMet4v64&t=3s
Like, subscribe, reshare for good karma
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7 reasons why our tokenomics template is objectively superior
1️⃣ V3 DEX model. No other template has the concentrated liquidity model for DEXs (used in Uniswap, Raydium, Pancakeswap, etc.), because it involves calculus and is too complex - they all have V2, which is inaccurate, nor useful, because its outdated.
2️⃣ One main table. Most templates split up investor and other tranches into two or even three parts: it's useless and confusing. We have it in one.
3️⃣ No unnecessary elements. We work with top VCs, CEXs, MMs, LPads, lawyers. We know what they want to see.
4️⃣ Conditional formatting to show when investors become profitable.
5️⃣ Super easy to fill out. Cell with gold border = fill it in. Plus instructions sheet, YouTube video explainer, and links to key articles that teach you how to design your own tokenomics.
6️⃣ More detailed. Not just pie chart and emissions, but 13 charts, conditional formatting, TGE price impact calculator. Everything VCs want to see, and what will help you strategise.
7️⃣ Financials + equity valuation. We added a simple financials template and discounted cash flow valuation calculator.
👉 Download here
🎥 Watch the video explainer here
Knowledge is meant to be shared - send it to anyone who’s in the build stage and might need it.
1️⃣ V3 DEX model. No other template has the concentrated liquidity model for DEXs (used in Uniswap, Raydium, Pancakeswap, etc.), because it involves calculus and is too complex - they all have V2, which is inaccurate, nor useful, because its outdated.
2️⃣ One main table. Most templates split up investor and other tranches into two or even three parts: it's useless and confusing. We have it in one.
3️⃣ No unnecessary elements. We work with top VCs, CEXs, MMs, LPads, lawyers. We know what they want to see.
4️⃣ Conditional formatting to show when investors become profitable.
5️⃣ Super easy to fill out. Cell with gold border = fill it in. Plus instructions sheet, YouTube video explainer, and links to key articles that teach you how to design your own tokenomics.
6️⃣ More detailed. Not just pie chart and emissions, but 13 charts, conditional formatting, TGE price impact calculator. Everything VCs want to see, and what will help you strategise.
7️⃣ Financials + equity valuation. We added a simple financials template and discounted cash flow valuation calculator.
👉 Download here
🎥 Watch the video explainer here
Knowledge is meant to be shared - send it to anyone who’s in the build stage and might need it.
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Why governance as a token utility is fundamentally flawed for most crypto projects?
In a new video, Alex argues that:
1. Governance is mostly unnecessary unless required for legal structuring (e.g. DAOs/foundations instead of companies)
2. Most crypto decisions are convex, meaning they should be made quickly by informed insiders (e.g. founders)
3. Token holders don’t care about your project and strategic decisions. Voting is dominated by whales and insiders anyway.
📹 Watch now:
https://youtu.be/qCzGo-Wyxz8?si=DotU4aHtxHtFz0P_
In a new video, Alex argues that:
1. Governance is mostly unnecessary unless required for legal structuring (e.g. DAOs/foundations instead of companies)
2. Most crypto decisions are convex, meaning they should be made quickly by informed insiders (e.g. founders)
3. Token holders don’t care about your project and strategic decisions. Voting is dominated by whales and insiders anyway.
📹 Watch now:
https://youtu.be/qCzGo-Wyxz8?si=DotU4aHtxHtFz0P_
YouTube
Why Governance Tokens Are a Scam (Most of the Time)
Governance tokens are everywhere in crypto… but should they be?
In this video, we break down why governance is one of the worst token utilities for 99% of projects, unless you're doing it strictly for legal structuring or tax reasons.
You'll learn:
– Why…
In this video, we break down why governance is one of the worst token utilities for 99% of projects, unless you're doing it strictly for legal structuring or tax reasons.
You'll learn:
– Why…
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Do futures listings help or hurt token performance?
In one of our studies, we analyzed 20 tokens listed on Binance futures, comparing their price performance over time (against both USDT and BTC).
Our findings showed that most tokens drop immediately after futures go live, and only some recover long-term - mostly depending on broader fundamentals, not futures alone.
Here’s what we found 👇
1. Most tokens drop fast:
Only 10% were up after 1 week, and just 18–20% showed gains after 1 month.
2. Recovery is rare in the mid-term:
While a few (AAVE, FET, RNDR) bounced back in 2–3 months, most continued to slide.
😵
Read more
In one of our studies, we analyzed 20 tokens listed on Binance futures, comparing their price performance over time (against both USDT and BTC).
Our findings showed that most tokens drop immediately after futures go live, and only some recover long-term - mostly depending on broader fundamentals, not futures alone.
Here’s what we found 👇
1. Most tokens drop fast:
Only 10% were up after 1 week, and just 18–20% showed gains after 1 month.
2. Recovery is rare in the mid-term:
While a few (AAVE, FET, RNDR) bounced back in 2–3 months, most continued to slide.
Read more
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We looked at the teams downloading our tokenomics template. That middle 42.3% is the danger zone.
This is where founders overconfident and end up with broken supply, bloated FDV, or unsustainable emissions. Seen it more times than we can count :(
The 10.3% redoing models is that’s what happens when you design in a vacuum, or copy-paste someone else’s spreadsheet without understanding the mechanics.
If you're anywhere on this curve, use the template:
https://forms.gle/x1AcgBAabwhbj5XP8
This is where founders overconfident and end up with broken supply, bloated FDV, or unsustainable emissions. Seen it more times than we can count :(
The 10.3% redoing models is that’s what happens when you design in a vacuum, or copy-paste someone else’s spreadsheet without understanding the mechanics.
If you're anywhere on this curve, use the template:
https://forms.gle/x1AcgBAabwhbj5XP8
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Pleasure to work with Satsuma, the main DEX on the new Citrea chain offering spot and a launchpad!
The underlying BitVM-based chain, Citrea, uses Bitcoin as its settlement layer via Clementine, and Satsuma is a native DEX where users can swap assets with low fees, earn yield on their sats, and access the Bitcoin Layer 2 economy.
It's a pleasure to be advising on tokenomics, go-to-market, and several core strategic layers.
Solid team and infrastructure.
Glad to help! 🤝
The underlying BitVM-based chain, Citrea, uses Bitcoin as its settlement layer via Clementine, and Satsuma is a native DEX where users can swap assets with low fees, earn yield on their sats, and access the Bitcoin Layer 2 economy.
It's a pleasure to be advising on tokenomics, go-to-market, and several core strategic layers.
Solid team and infrastructure.
Glad to help! 🤝
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Our tokenomics template is V3 native - what does it mean?
In V2, liquidity sits across the entire price range, most of it unused.
In V3, you can concentrate liquidity where your token actually trades.
That means:
- Tighter spreads
- Less slippage
- Better depth
- Lower emissions needed for LP incentives
We’ve modeled this in our advanced tokenomics template. Not just for Uniswap, but also for Radium, PancakeSwap, and other top DEXes using AMM models.
Because CEXs use market makers who buy when you sell.
DEXs are automated, and if you don’t plan for it properly, you’ll bleed value at every trade.
We fixed that.
🔗 Drop a DM for a walkthrough @Alex_Simplicity
or
📥 Download the template
In V2, liquidity sits across the entire price range, most of it unused.
In V3, you can concentrate liquidity where your token actually trades.
That means:
- Tighter spreads
- Less slippage
- Better depth
- Lower emissions needed for LP incentives
We’ve modeled this in our advanced tokenomics template. Not just for Uniswap, but also for Radium, PancakeSwap, and other top DEXes using AMM models.
Because CEXs use market makers who buy when you sell.
DEXs are automated, and if you don’t plan for it properly, you’ll bleed value at every trade.
We fixed that.
🔗 Drop a DM for a walkthrough @Alex_Simplicity
or
📥 Download the template
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