Simplicity Group Alpha
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https://www.simplicitygroup.xyz
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Tokenomics.pdf
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Tokenomics

The supply side of the token is governed by its distribution and vesting schedule. These things, and other data (such as token prices, valuations, total supply, etc.), can be found within the project's tokenomics.

We believe tokenomics should be grounded in economics, and are proud of our holistic approach to this complex aspect of the token architecture.

๐Ÿง Discover Simplicity's thought process in creating sustainable tokenomics.

๐Ÿ”ฅ We put together this one-pager to showcase what we know.
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Macro Monday 3rd April.pdf
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Hi guys! The macro economy has remained hectic, with the BRICS+ countries expanding their influence. This week's Macro Monday covers:

1. US PCE and FED's response
2. US treasury yields
3. BRICS+ continue to rally
4. Global trade in Chinese Yuan
5. $BTC Technical Analysis
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Everyone loved the 2023 Conference List the first time around!

We've now updated it with even more events, so make sure to check it out. We can't wait to see some of you at these conferences in the near future!


Click Here For The Event List
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Pitch Decks 101.pdf
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Pitch Decks

They are the door between a project and an investor. Sadly, most are awful. We created a guide for projects to understand what content to write and how to structure it.
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Macro Monday 10th April.pdf
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Hi guys! A relatively slow week for the markets, but nonetheless we're here to provide you the scoop.

1. Fed balance sheet and borrowing
2. US banking crisis eases
3. US labour market wows
4. OPEC upsets US?
5. $BTC Technical Analysis
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Token Standards.pdf
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ETH Token Standards

Clients often ask us what token standard they should they use. There are a few cool ERCs on Ethereum that could suit your project better than fundamental ERC-20 or ERC-721; check out this 1-pager for the most interesting ones we've found.
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Tokenized RWA Report - SG.pdf
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Real World Assets Report

Tokenising RWAs is a huge step for Web3 and mainstream adoption. We delved into the narrative and compiled this report to help you understand the why, how, and who of the industry, alongside its implications and projections.
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Macro Monday 17th April.pdf
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Hi guys! Last week's macro news was closely watched, here's a rundown of the crucial developments.

1. US CPI
2. FOMC meeting
3. FED balance sheet
4. US banking crisis developments
5. $BTC Technical Analysis
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Hey guys, hope the week's going well!

Wanted to let our community know that we post bite-sized alpha on our Twitter, and started hosting weekly Spaces!

This week we're cohosting with Arcanum Ventures - talking about equity vs tokens, fundraising, valuations, and more.

Listen and join in here!
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Thrilling news!๐Ÿฅณ We've closed our pre-seed round to accelerate Simplicity's growth, with a focus on our innovative due diligence and research platform, wedyor.com ๐Ÿš€๐ŸŒ

A huge thank you to FunFair Ventures for joining us on this journey. We can't wait to share all the massive things that are yet to come!

Read more
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Macro Monday 24th April.pdf
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Hi guys! This week's evening edition of Macro Monday reviews some interesting developments.

1. Fed balance sheet
2. US financial institution borrowing
3. US credit default swaps
4. US unemployment and housing
5. $BTC Technical Analysis
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Layered Money Summary.pdf
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Layered Money Summary

Nik Bhatia presents a clear and comprehensive perspective on the history of money and its transformation into the current flawed monetary system by visualising it as a layered debt framework. Additionally, he explores the role of Bitcoin and its potential revolutionary impact.

๐Ÿ”ฎThis book is a must read, but we made a summary as we know how busy everyone is.
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Oracles - SG.pdf
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Oracles

Trustless and autonomous systems require data - this is where oracles come in. We delved into this sector to give you a comprehensive overview on the backbone of decentralisation.
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Macro Monday 8th May.pdf
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Hi guys! This week's Macro Monday looks at some key macro events and possible BTC retracement.

1. FRB seized and regional damage
2. Fed raised interest rates
3. Fed's decreased balance sheet
4. US debt ceiling reached by June 1st?
5. $BTC Technical Analysis
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Venture Capital Activity Q1 2023 - SG.pdf
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Venture Capital Activity Q1 2023

We conducted research into the activity of investors during the first quarter of 2023 to find emergent patterns of capital flow and to sharpen our investment thesis. Check it out here!
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A16Z Summary.pdf
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A16Z State Of Crypto Report Summary

Recently, A16Z published a report on the current state of crypto that included a lot of key alpha; we compiled the best info and summarised the report so you donโ€™t have to read it.
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Macro Monday 22nd May.pdf
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Hi all! This week's Macro Monday gears you up for some interesting events that are on the horizon.

1. Debt Ceiling Negotiations and Potential Consequences
2. US Consumer Debt Reaches New Heights
3. US Retail Sales Show Mixed Performance
4. US Housing Market Remains Weak
5. US Jobless Claims Present Mixed Picture
6. $BTC Technical Analysis
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Zero To One Summary.pdf
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Zero to One Summary

Peter Thiel wrote a captivating and instructive read that challenges readers to rethink their approach to entrepreneurship. Zero to One serves as a guidebook for those who aspire to build transformative companies that leave a lasting impact on the world.

๐Ÿ”ฎThis book is a must read, but we made a summary as we know how busy everyone is.
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Macro Monday 5th June.pdf
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Hi guys! This week's Macro Monday reviews some interesting developments.

1. Debt ceiling conclusion
2. US unemployment
3. FED balance sheet and updates
4. $BTC Technical Analysis
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Contents

โžก๏ธ2024 Conference List Click here
โžก๏ธCrypto Resources List Click here

๐Ÿ’ŽToken Tuesdays
โ€ข How to correctly value tokens Read
โ€ข Token utilities Read
โ€ข Token economies Read
โ€ข Tokenomics Read
โ€ข Governance Read
โ€ข Staking Read
โ€ข Token holders are not users Read
โ€ข Dual-token economies Read
โ€ข Ethereum token standards Read

๐Ÿ’ŽEconomy Spotlights
โ€ข GMX Read
โ€ข Filecoin Read
โ€ข Boson Read

๐Ÿ’ŽCrypto Discussions
โ€ข Do market makers kill projects Read
โ€ข Communities are just exit liquidity Read
โ€ข SEC vs Ripple Read
โ€ข The 4D DeFi paradigm Read
โ€ข When will crypto grow up Read
โ€ข From bricks to bits Read
โ€ข Proof of Stake is bad Read
โ€ข AMMs 101 Read
โ€ข Decentralisation Read
โ€ข ICOs are great, you've been fooled Read

๐Ÿ’ŽMacro Mondays
โ€ข Dollar milkshake theory Read
โ€ข How is QE different to money printing Read
โ€ข How is money created Read
โ€ข Can China kickstart the bull run Read
โ€ข The FEDs Dilemma Read
โ€ข What BTC ETFs mean for crypto Read

๐Ÿ’ŽInvestor Insights
โ€ข Fat protocol thesis is losing weight Read
โ€ข How we conduct DD Read

๐Ÿ’ŽStartup Saturday
โ€ข Fundraising with tokens and equity is flawed Read
โ€ข IDO supply + price Read
โ€ข Unused fundraising method Read

_______________________________

๐Ÿ” Industry Research
โ€ข Venture Capital Activity Click here
โ€ข Oracles Report Click here
โ€ข Tokenized RWA Report Click here

๐Ÿ“ˆ Investment Reports
โ€ข September Investment Click here
โ€ข October Investment Click here
โ€ข November Investment Click here
โ€ข December Investment Click here

__________________________

๐Ÿ’กMisc
โ€ข YC Combinator Guide Read
โ€ข Pitch Decks Read
โ€ข Arbitrum's Airdrop Read

๐Ÿ’กGreat books
โ€ข Zero to One Read
โ€ข Thinking Fast and Slow Read
โ€ข Layered Money Summary Read
โ€ข The Lean Startup Read
โ€ข Hard Things About Hard Things Read
โ€ข Scaling Up Read
โ€ข The Innovators Dilemma Read

๐ŸŽ™Podcasts
โ€ข Boom Room 6: Rugpulls Watch
โ€ข Decent Reviews: Good tokenomics Watch (old)
โ€ข Voice of Crypto: Crypto adoption Watch (old)
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Meaning of Decentralization.pdf
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Meaning of Decentralization

As a common word in the space, decentralization is understood by many to mean the notion of removing middlemen. However, what's often understated is its varying forms and their implications.

๐Ÿชถ We summarised Vitalik Buterin's article that dove deeply into this topic.
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