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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For Portal to Bitcoin (FDV $620M), we built a custom emissions calculator from scratch.

It shows exactly how emissions behave based on different inputs, such as:

🔹how many tokens are distributed per user
🔹how quickly rewards dry up
🔹when the model becomes outright unprofitable
🔹every starting and ending transaction
🔹how much gas is earned per tx
🔹how much is minted and when
🔹how TX fees compare to TX values
🔹how much validators should stake
🔹how long the hype loop actually lasts before tokens run out

And that’s just part of it. The calculator is color-coded, visual, and clear.

Our client just needs to plug in real data, tweak the levers, and see the outcomes.

This is the kind of work we do at Simplicity - and the results our clients get.
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Are small teams the secret to crypto’s biggest revenues?

The top 5 protocols run efficiently:

- Hyperliquid does $1.3B annualized revenue with just 11 people

- Circle needs ~990 employees to hit $2.2B

Other protocols raise $100M+ and have big teams to generate $24/day
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Do you think massive trading volume is a good sign for a new token?

Then you’re missing the larger picture and here's what the charts don't show you.
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BTC treasuries are considerably larger compared to ETH

The largest individual BTC holder is MicroStrategy with $71B+, while the largest individual ETH holder is BitMine Immersion with $8B+ worth of ETH

Supply owned by the top holder:

- BTC: ~3.2%

- ETH: ~1.5%
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Utilities, Economy, Tokenomics: Watch the Releaf Client Example

For our client Releaf, we designed their full token economy, supported the development of token systems, shaped key policy layers, and of course, built out the tokenomics.


In this video walkthrough, we break down:

▶️How to design utilities that actually align users and token holders.

▶️How to build an economy that scales without being gamed.

▶️How to structure tokenomics that investors, users, and exchanges actually trust.


Watch now:
https://youtu.be/ElOxLxN9OZY?si=LwIHUkO6Rq_JbNxC
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Binance carried 34% of all new token spot volumes in 2025 (with $133B YTD), but biggest volume doesn’t equate to best returns

Their volume dominance seems like a bullish indicator for new tokens... if you don't look at the charts.

Source
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Ethereum’s validator exit queue hit a record 2.65M ETH (~$11.5B) on September 11th

The surge came mostly from Kiln (4.5% of all staked ETH, ~1.6M ETH/50k validators) exiting its validators after an infra security scare

Kiln is a major staker, the exit queue is doing its job
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Fidelity ($6.4T AUM) launched a tokenized treasury fund ($FDIT) on Ethereum

The larger picture? BlackRock vs Fidelity, one of TradFi’s greatest rivalries, is now also happening on-chain

First it was BlackRock with BUIDL. Now, FDIT quickly surpassed $200M in value
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Is Solana really beating Bitcoin and Ethereum in 2025?
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What happens on Binance matters. After all, it accounts for ~39% of all crypto monthly exchange volume (Aug 2025)

This chart is interesting:

- Top 1/3: more green = inflows > outflows (potential sell pressure)

- Bottom 1/3: more red = outflows > inflows (investors accumulating)
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Bitcoin Miner outflows (7d MA) just hit their lowest level this year, back to November 2024 levels

Miners are sending less BTC to exchanges = reduced selling pressure

Could signal strong confidence with miners in accumulation mode as adoption continues to accelerate
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How we helped a client cut cost per conversion by 3.2x

In this video, we share some tips and spill the tea on how we run ads for our marketing clients. Watch now to learn:

Why Google Discovery Ads are the hidden gem
How to use AI + keyword themes to guide Google
How to filter out garbage traffic and double down on high-intent users
Ad policy hacks: how to get campaigns approved
And more.

https://youtu.be/VNjXn2TTR8I?si=lzk6oIoLvpUJ7bAe
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Yala's stablecoin, YU, depegged on September 14th following a protocol exploit

It struggled to retain the peg for more than 4 days, hitting lows of $0.1

The protocol ensured user funds safety, but the attacker managed to bridge $7M+ to Ethereum and Solana
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We’re pleased to announce Acquire.Fi as an Event Partner for the Stablecoin Soirée | Stablecoin Summit 2025 at TOKEN2049 Singapore!

Acquire.Fi gives retail investors access to Web3 opportunities and provides startups with liquidity through M&A and fundraising. Stablecoins move further into the center of capital markets, and Acquire.Fi is building critical infrastructure connecting investors and projects.


This is a private, curated event. Message us if you are interested in joining - @Daniel_Simplicity
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Live Today: AMA on the Plutus Reward System ($PLU / PLUS)

We’re going to walk you through the Plutus Dual-Token Financial Model we designed, and answer your questions in real time.

📌 Link: https://x.com/i/spaces/1yNGabMonDNJj

Don't forget to set a reminder.
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Our client World of Dypians is delivering spectacular results!

Since the Alpha launch on Binance, the team has been executing relentlessly - from product rollouts and ecosystem activations to recognition by BNB Chain and global exchange traction.

And now there’s more good news: Binance has announced The Blockchain 100 nominees.

It would mean a lot if you could take 3 minutes to nominate World of Dypians:

https://www.binance.com/en/square/blockchain-100-2025

Let’s help WoD get the recognition it deserves!
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Happy to have Maads joining us as an Event Partner for the Stablecoin Soirée at TOKEN2049 Singapore!

Maads is helping brands reach users in Web3 with advertising technology designed for wallets, AI, and emerging digital economies. In the era of stablecoins, Maads offers a perspective on the infrastructure needed to connect ecosystems and customers.


Our event is invite only. Message us if you’re interested - @Daniel_Simplicity
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How to design effective token-economy policies for validators? 🖥️

Some points worth keeping in mind:


- Be specific about what you’re rewarding.

- Test extremes: what happens if rewards are too high (inflation, misaligned incentives) or too low (no participation)?

- Benchmark against similar projects if unsure on where to start.

- Use formulas and calculators to simulate outcomes over time. This ensures you can scale incentives sustainably without running out of tokens.


Watch our new video now!
https://youtu.be/_oFN-Vpip7E?si=iq_nqxwXB7oAM-gD
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Crypto fundraising slowed in September: $1.9B across 83 rounds vs $2.05B across 113 in August

Early-stage deals dipped, but there were some prominent deals such as:

- Figure’s $787M IPO

- Forward Industries’ $1.65B raise (cash + stablecoin commitments)
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We’re bringing together some of the most influential voices in Web3 and finance for the Stablecoin Soirée at TOKEN2049 Singapore.


Confirmed speakers include:

▪️John Cahill, COO Asia at Galaxy

▪️Evan Auyang, Group President at Animoca Brands

▪️Adrian Fritz, VP & Global Head of Research at 21Shares

▪️Harrison Frye, Co-Founder & Chief Growth Officer at Acquire.Fi


This is a private, curated event focused on stablecoins, liquidity, and the infrastructure shaping digital economies.
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RWA issuers have brought $7.2B of real world assets on-chain, but the top 4 control 70%+ of deployed capital

The leaders:

- BlackRock | 28% share

- Ondo | 17.4%

- Superstate | 15.2%

- Tradable | 11.3%


Source
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