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!
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!🥳 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 🚀🌍
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
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
600.3 KB
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
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
116.9 KB
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.
🔮This book is a must read, but we made a summary as we know how busy everyone is.
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.
🔮This book is a must read, but we made a summary as we know how busy everyone is.
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Oracles - SG.pdf
9.3 MB
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.
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
417.2 KB
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
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
6 MB
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!
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
1.2 MB
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 don’t have to read it.
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 don’t have to read it.
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Macro Monday 22nd May.pdf
402.6 KB
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
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
117.4 KB
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.
🔮This book is a must read, but we made a summary as we know how busy everyone is.
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.
🔮This 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
357.3 KB
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
1. Debt ceiling conclusion
2. US unemployment
3. FED balance sheet and updates
4. $BTC Technical Analysis
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Contents
➡️ 2024 Conference List Click here
➡️ Crypto Resources List Click here
💎 Token Tuesdays
• How to correctly value tokens Read
• Token utilities Read
• Token economies Read
• Tokenomics Read
• Governance Read
• Staking Read
• Token holders are not users Read
• Dual-token economies Read
• Ethereum token standards Read
💎 Economy Spotlights
• GMX Read
• Filecoin Read
• Boson Read
💎 Crypto Discussions
• Do market makers kill projects Read
• Communities are just exit liquidity Read
• SEC vs Ripple Read
• The 4D DeFi paradigm Read
• When will crypto grow up Read
• From bricks to bits Read
• Proof of Stake is bad Read
• AMMs 101 Read
• Decentralisation Read
• ICOs are great, you've been fooled Read
💎 Macro Mondays
• Dollar milkshake theory Read
• How is QE different to money printing Read
• How is money created Read
• Can China kickstart the bull run Read
• The FEDs Dilemma Read
• What BTC ETFs mean for crypto Read
💎 Investor Insights
• Fat protocol thesis is losing weight Read
• How we conduct DD Read
💎 Startup Saturday
• Fundraising with tokens and equity is flawed Read
• IDO supply + price Read
• Unused fundraising method Read
_______________________________
🔍 Industry Research
• Venture Capital Activity Click here
• Oracles Report Click here
• Tokenized RWA Report Click here
📈 Investment Reports
• September Investment Click here
• October Investment Click here
• November Investment Click here
• December Investment Click here
__________________________
💡 Misc
• YC Combinator Guide Read
• Pitch Decks Read
• Arbitrum's Airdrop Read
💡 Great books
• Zero to One Read
• Thinking Fast and Slow Read
• Layered Money Summary Read
• The Lean Startup Read
• Hard Things About Hard Things Read
• Scaling Up Read
• The Innovators Dilemma Read
🎙 Podcasts
• Boom Room 6: Rugpulls Watch
• Decent Reviews: Good tokenomics Watch (old)
• Voice of Crypto: Crypto adoption Watch (old)
• How to correctly value tokens Read
• Token utilities Read
• Token economies Read
• Tokenomics Read
• Governance Read
• Staking Read
• Token holders are not users Read
• Dual-token economies Read
• Ethereum token standards Read
• GMX Read
• Filecoin Read
• Boson Read
• Do market makers kill projects Read
• Communities are just exit liquidity Read
• SEC vs Ripple Read
• The 4D DeFi paradigm Read
• When will crypto grow up Read
• From bricks to bits Read
• Proof of Stake is bad Read
• AMMs 101 Read
• Decentralisation Read
• ICOs are great, you've been fooled Read
• Dollar milkshake theory Read
• How is QE different to money printing Read
• How is money created Read
• Can China kickstart the bull run Read
• The FEDs Dilemma Read
• What BTC ETFs mean for crypto Read
• Fat protocol thesis is losing weight Read
• How we conduct DD Read
• Fundraising with tokens and equity is flawed Read
• IDO supply + price Read
• Unused fundraising method Read
_______________________________
• Venture Capital Activity Click here
• Oracles Report Click here
• Tokenized RWA Report Click here
📈 Investment Reports
• September Investment Click here
• October Investment Click here
• November Investment Click here
• December Investment Click here
__________________________
• YC Combinator Guide Read
• Pitch Decks Read
• Arbitrum's Airdrop Read
• Zero to One Read
• Thinking Fast and Slow Read
• Layered Money Summary Read
• The Lean Startup Read
• Hard Things About Hard Things Read
• Scaling Up Read
• The Innovators Dilemma Read
• Boom Room 6: Rugpulls Watch
• Decent Reviews: Good tokenomics Watch (old)
• Voice of Crypto: Crypto adoption Watch (old)
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Simplicity Group Alpha
2024 Conference List
Everyone loved the first one so much we had to do it twice. We created a comprehensive list of all the upcoming conferences in 2024!
🌍 Check it out below, and feel free to share to everyone!
Click here for Event List
Everyone loved the first one so much we had to do it twice. We created a comprehensive list of all the upcoming conferences in 2024!
🌍 Check it out below, and feel free to share to everyone!
Click here for Event List
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Meaning of Decentralization.pdf
241.9 KB
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.
🪶 We summarised Vitalik Buterin's article that dove deeply into this topic.
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.
🪶 We summarised Vitalik Buterin's article that dove deeply into this topic.
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Network Security in PoS vs PoW.pdf
119 KB
PoS vs PoW: Network Security
Security is a topic often debated. Proof of Stake benefits from greater economic disincentives of malicious behaviour, however, Proof of Work has some aces up its sleeve that are seldom discussed.
We hope this 1-pager can spark further conversations about PoS vs PoW.
Security is a topic often debated. Proof of Stake benefits from greater economic disincentives of malicious behaviour, however, Proof of Work has some aces up its sleeve that are seldom discussed.
We hope this 1-pager can spark further conversations about PoS vs PoW.
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The Lean Startup Summary.pdf
124.1 KB
To kick start Startup Saturday, we summarised "The Lean Startup", a great book that introduces a methodology designed to navigate the uncertain landscape of building a new business.
A must read for anyone in the start-up world.
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Nansen Arbitrum Airdrop Summary.pdf
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Nansen 'A Look into Arbitrum After the Airdrop' Summary
A recurring inquiry we hear from projects revolves around the decision to incorporate airdrops during their token launch. Although the answer to this question is not straightforward, Nansen's recent analysis of the Arbitrum airdrop highlights several potential benefits associated with utilising airdrops.
A recurring inquiry we hear from projects revolves around the decision to incorporate airdrops during their token launch. Although the answer to this question is not straightforward, Nansen's recent analysis of the Arbitrum airdrop highlights several potential benefits associated with utilising airdrops.
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The Hard Thing About Hard Things Summary.pdf
108.7 KB
On this weeks Startup Saturday we provide a overview of "The Hard Thing About Hard Things" written by Ben Horowitz, esteemed co-founder of A16Z.
This exceptional literary book delves into Ben's personal journey as a founder, emphasizing his experiential insights rather than offering a prescriptive methodology for aspiring entrepreneurs.
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Macro Monday 26th June.pdf
625.7 KB
Hi guys! Macro Monday returns, this week we explored
1. FED sentiment
2. US manufacturing
3. US labour & housing market
4. UK CPI & interest rate hikes
5. $BTC Technical Analysis
1. FED sentiment
2. US manufacturing
3. US labour & housing market
4. UK CPI & interest rate hikes
5. $BTC Technical Analysis
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Concave vs Convex Decisions.pdf
291.1 KB
Concave vs Convex Decisions
In a multi-dimensional world, we often find ourselves needing to make a choice between two or more options. Should you look for the middle ground, or exclusively choose one of the paths? The answer can be visualised as a concave or convex disposition, and this one-pager explains this notion in more depth.
In a multi-dimensional world, we often find ourselves needing to make a choice between two or more options. Should you look for the middle ground, or exclusively choose one of the paths? The answer can be visualised as a concave or convex disposition, and this one-pager explains this notion in more depth.
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Scaling Up Summary.pdf
107.2 KB
On this week's Startup Saturday, we present an overview of "Scaling Up: Mastering the Rockefeller Habits 2.0" by Verne Harnish, a renowned entrepreneur and business growth expert.
In this influential book, Harnish shares his wealth of experience and knowledge, focusing on the challenges and strategies involved in scaling a business successfully. Rather than providing a step-by-step formula, he offers invaluable insights and principles to help entrepreneurs navigate the complexities of rapid growth.
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Macro Monday 3rd July.pdf
501.1 KB
Hi guys! Last week was volatile but the coming weeks should be more interesting.
1. US economy defies expectations
2. US PCE
3. US jobless claims
4. US durable goods
5. Fed stress tests banks
6. $BTC Technical Analysis
1. US economy defies expectations
2. US PCE
3. US jobless claims
4. US durable goods
5. Fed stress tests banks
6. $BTC Technical Analysis
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