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
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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!
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 donโt 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 donโt 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
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.
๐ฎThis 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.
๐ฎThis 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
โก๏ธ 2024 Conference List Click here
โก๏ธ Crypto Resources List Click here
๐ Token Tuesdays
โข How to correctly value tokens Read
โข Token utilities Read
โข Token economies Read
โข Tokenomics Read
โข Governance Read
โข Staking Read
โข Token holders are not users Read
โข Dual-token economies Read
โข Ethereum token standards Read
๐ Economy Spotlights
โข GMX Read
โข Filecoin Read
โข Boson Read
๐ Crypto Discussions
โข Do market makers kill projects Read
โข Communities are just exit liquidity Read
โข SEC vs Ripple Read
โข The 4D DeFi paradigm Read
โข When will crypto grow up Read
โข From bricks to bits Read
โข Proof of Stake is bad Read
โข AMMs 101 Read
โข Decentralisation Read
โข ICOs are great, you've been fooled Read
๐ Macro Mondays
โข Dollar milkshake theory Read
โข How is QE different to money printing Read
โข How is money created Read
โข Can China kickstart the bull run Read
โข The FEDs Dilemma Read
โข What BTC ETFs mean for crypto Read
๐ Investor Insights
โข Fat protocol thesis is losing weight Read
โข How we conduct DD Read
๐ Startup Saturday
โข Fundraising with tokens and equity is flawed Read
โข IDO supply + price Read
โข Unused fundraising method Read
_______________________________
๐ Industry Research
โข Venture Capital Activity Click here
โข Oracles Report Click here
โข Tokenized RWA Report Click here
๐ Investment Reports
โข September Investment Click here
โข October Investment Click here
โข November Investment Click here
โข December Investment Click here
__________________________
๐ก Misc
โข YC Combinator Guide Read
โข Pitch Decks Read
โข Arbitrum's Airdrop Read
๐ก Great books
โข Zero to One Read
โข Thinking Fast and Slow Read
โข Layered Money Summary Read
โข The Lean Startup Read
โข Hard Things About Hard Things Read
โข Scaling Up Read
โข The Innovators Dilemma Read
๐ Podcasts
โข Boom Room 6: Rugpulls Watch
โข Decent Reviews: Good tokenomics Watch (old)
โข Voice of Crypto: Crypto adoption Watch (old)
โข How to correctly value tokens Read
โข Token utilities Read
โข Token economies Read
โข Tokenomics Read
โข Governance Read
โข Staking Read
โข Token holders are not users Read
โข Dual-token economies Read
โข Ethereum token standards Read
โข GMX Read
โข Filecoin Read
โข Boson Read
โข Do market makers kill projects Read
โข Communities are just exit liquidity Read
โข SEC vs Ripple Read
โข The 4D DeFi paradigm Read
โข When will crypto grow up Read
โข From bricks to bits Read
โข Proof of Stake is bad Read
โข AMMs 101 Read
โข Decentralisation Read
โข ICOs are great, you've been fooled Read
โข Dollar milkshake theory Read
โข How is QE different to money printing Read
โข How is money created Read
โข Can China kickstart the bull run Read
โข The FEDs Dilemma Read
โข What BTC ETFs mean for crypto Read
โข Fat protocol thesis is losing weight Read
โข How we conduct DD Read
โข Fundraising with tokens and equity is flawed Read
โข IDO supply + price Read
โข Unused fundraising method Read
_______________________________
โข Venture Capital Activity Click here
โข Oracles Report Click here
โข Tokenized RWA Report Click here
๐ Investment Reports
โข September Investment Click here
โข October Investment Click here
โข November Investment Click here
โข December Investment Click here
__________________________
โข YC Combinator Guide Read
โข Pitch Decks Read
โข Arbitrum's Airdrop Read
โข Zero to One Read
โข Thinking Fast and Slow Read
โข Layered Money Summary Read
โข The Lean Startup Read
โข Hard Things About Hard Things Read
โข Scaling Up Read
โข The Innovators Dilemma Read
โข Boom Room 6: Rugpulls Watch
โข Decent Reviews: Good tokenomics Watch (old)
โข Voice of Crypto: Crypto adoption Watch (old)
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Telegram
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!
๐ 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!
๐ Check it out below, and feel free to share to everyone!
Click here for Event List
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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.
๐ชถ 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.
๐ชถ We summarised Vitalik Buterin's article that dove deeply into this topic.
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Network Security in PoS vs PoW.pdf
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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
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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
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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
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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
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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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๐จAnnouncement๐จ
We're thrilled to launch๐ Simplicity Group Thoughts, our newsletter where we'll be exploring the hard truths of crypto to propel our industry forward๐
To kick things off, we've collaborated with Sibylline to bring you an insightful article on Demystifying CBDCs.
Check it out below!
https://thoughts.simplicitygroup.xyz/cbdcs/
We're thrilled to launch
To kick things off, we've collaborated with Sibylline to bring you an insightful article on Demystifying CBDCs.
Check it out below!
https://thoughts.simplicitygroup.xyz/cbdcs/
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Crypto and Europe.pdf
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Crypto and Europe
Europe has been in the limelight lately regarding its progress with crypto - be that from the regulatory or financial perspective.
Check out this visual 1-pager with some key statistics.
Europe has been in the limelight lately regarding its progress with crypto - be that from the regulatory or financial perspective.
Check out this visual 1-pager with some key statistics.
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What do BTC ETFs mean for crypto
We delved into the implications of Bitcoin Exchange-Traded Funds (ETFs) and their potential impact on the next bull run with our partners Blockchain Sensei.
Click here for the full article
We delved into the implications of Bitcoin Exchange-Traded Funds (ETFs) and their potential impact on the next bull run with our partners Blockchain Sensei.
Click here for the full article
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The Innovators Dilemna.pdf
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Join us as we explore "The Innovator's Dilemma" by Clayton M. Christensen, a ground breaking book on disruptive innovation.
Christensen delves into the challenges faced by established companies when disruptive technologies emerge, offering valuable insights and strategies for navigating this complex landscape. Through compelling research and real-world examples, he uncovers the choices that determine the fate of businesses in an ever-evolving industry.
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Macro Monday 10th July.pdf
428.4 KB
Hola amigos! The markets are gearing up for a big move. Make sure you're prepared by reading this week's Macro Monday๐
1. US labour market
2. US Fed minutes
3. US FOMC target rate
4. $BTC Technical Analysis
1. US labour market
2. US Fed minutes
3. US FOMC target rate
4. $BTC Technical Analysis
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