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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⚠️ Macro trends point to a bullish window for crypto through 2026

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etc.), because it involves calculus and is too complex - they all have V2, which is inaccurate, nor useful, because its outdated.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.
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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_
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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
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Solana has generated more fees than Ethereum over the past 180 days

→ $313M vs $227M

But since May, Ethereum has quietly reclaimed the lead in weekly fees

Still, with all network upgrades, we may never see a return to 2021 levels when Ethereum was stacking in ~$400M per week
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The House-approved CLARITY Act (Senate pending) could bring many crypto fund managers under CFTC oversight

By redefining ‘Commodity Pool’ and ‘Trading Advisor’ to include digital commodities, which could potentially require NFA registration and audits
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Some major project launches happened last week.
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What will GENIUS mean for launching a compliant stablecoin in the US?

- Reserve Backing: 1:1 reserves in high-quality assets

- Monthly Reserve Reports: via 3rd-parties

- Compliance: AML, KYC

- Operational Limits: issuing & redeeming the stablecoin, and managing the reserves
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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
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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! 🤝
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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
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NOW ⚠️ Join us on X Spaces for a session on Web3 GTM!

How do successful Web3 projects break through the noise and build sustainable market traction?

What separates winning GTM strategies from failed launches?

Listen to Alex and other amazing speakers.

▶️▶️https://x.com/i/spaces/1LyGBWWQEXrJN
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Tune in! Token Talks with Denarii Labs

Our co-founder Daniel Malinovski joins leading tokenomics experts to break down what makes great token design.

🎧 Listen now: https://x.com/i/spaces/1djGXVroknzxZ
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Should staking be used to acquire users or for user retention?

For non-PoS projects, staking rewards can be a way to acquire new users. Offering yield just for buying and staking the token, you drive demand and soak up liquidity, which can help with short-term price performance.

But relying on staking as your main growth lever is short-sighted. From a user’s point of view, yield is yield. They don’t care how it’s implemented. And that raises four questions you need to answer

- Who are you rewarding?
- Where are the rewards coming from?
- What is your contingency plan for supply shocks?
- Are you bordering on security laws?


In our research article, we are providing a framework for what you should think about prior to implementing staking.

Check it out: https://www.simplicitygroup.xyz/blog/token-utilities-staking
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Conference season is coming: some tips if you’re doing events this year.


A real-world event with real people signals legitimacy and positions you as a serious player.

In-person meetings move investment conversations forward way faster than Telegram groups.

But also...

Free drinks ≠ conversions. You need to collect leads, nurture them, and close deals.

Provide VALUE > “Come hear us pitch ourselves for 3 hours”
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Hello Bali friends! We’re joining the Solana Startup Village for a collaborative workshop.

Meet the minds behind some of the most exciting projects in Web3 including Solana, Depitch Academy, Foundation Ventures, Pyth Network, Zeus Network, Infia Corp, CLI, and more.

We’ll be sharing insights, policies, and practical guidance on how to build with the system, not just around it.

Only at Startup Village Bali:
🗓 August 14–20, 2025
📍 Samadiya Canggu, Bali
More info: https://x.com/SuperteamINDO
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Who's actually voting on your DAO proposals?
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