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
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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.
ðŪThis 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.
ðŪThis 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
âĄïļ 2024 Conference List Click here
âĄïļ Crypto Resources List Click here
ð Token Tuesdays
âĒ How to correctly value tokens Read
âĒ Token utilities Read
âĒ Token economies Read
âĒ Tokenomics Read
âĒ Governance Read
âĒ Staking Read
âĒ Token holders are not users Read
âĒ Dual-token economies Read
âĒ Ethereum token standards Read
ð Economy Spotlights
âĒ GMX Read
âĒ Filecoin Read
âĒ Boson Read
ð Crypto Discussions
âĒ Do market makers kill projects Read
âĒ Communities are just exit liquidity Read
âĒ SEC vs Ripple Read
âĒ The 4D DeFi paradigm Read
âĒ When will crypto grow up Read
âĒ From bricks to bits Read
âĒ Proof of Stake is bad Read
âĒ AMMs 101 Read
âĒ Decentralisation Read
âĒ ICOs are great, you've been fooled Read
ð Macro Mondays
âĒ Dollar milkshake theory Read
âĒ How is QE different to money printing Read
âĒ How is money created Read
âĒ Can China kickstart the bull run Read
âĒ The FEDs Dilemma Read
âĒ What BTC ETFs mean for crypto Read
ð Investor Insights
âĒ Fat protocol thesis is losing weight Read
âĒ How we conduct DD Read
ð Startup Saturday
âĒ Fundraising with tokens and equity is flawed Read
âĒ IDO supply + price Read
âĒ Unused fundraising method Read
_______________________________
ð Industry Research
âĒ Venture Capital Activity Click here
âĒ Oracles Report Click here
âĒ Tokenized RWA Report Click here
ð Investment Reports
âĒ September Investment Click here
âĒ October Investment Click here
âĒ November Investment Click here
âĒ December Investment Click here
__________________________
ðĄ Misc
âĒ YC Combinator Guide Read
âĒ Pitch Decks Read
âĒ Arbitrum's Airdrop Read
ðĄ Great books
âĒ Zero to One Read
âĒ Thinking Fast and Slow Read
âĒ Layered Money Summary Read
âĒ The Lean Startup Read
âĒ Hard Things About Hard Things Read
âĒ Scaling Up Read
âĒ The Innovators Dilemma Read
ð Podcasts
âĒ Boom Room 6: Rugpulls Watch
âĒ Decent Reviews: Good tokenomics Watch (old)
âĒ Voice of Crypto: Crypto adoption Watch (old)
âĒ How to correctly value tokens Read
âĒ Token utilities Read
âĒ Token economies Read
âĒ Tokenomics Read
âĒ Governance Read
âĒ Staking Read
âĒ Token holders are not users Read
âĒ Dual-token economies Read
âĒ Ethereum token standards Read
âĒ GMX Read
âĒ Filecoin Read
âĒ Boson Read
âĒ Do market makers kill projects Read
âĒ Communities are just exit liquidity Read
âĒ SEC vs Ripple Read
âĒ The 4D DeFi paradigm Read
âĒ When will crypto grow up Read
âĒ From bricks to bits Read
âĒ Proof of Stake is bad Read
âĒ AMMs 101 Read
âĒ Decentralisation Read
âĒ ICOs are great, you've been fooled Read
âĒ Dollar milkshake theory Read
âĒ How is QE different to money printing Read
âĒ How is money created Read
âĒ Can China kickstart the bull run Read
âĒ The FEDs Dilemma Read
âĒ What BTC ETFs mean for crypto Read
âĒ Fat protocol thesis is losing weight Read
âĒ How we conduct DD Read
âĒ Fundraising with tokens and equity is flawed Read
âĒ IDO supply + price Read
âĒ Unused fundraising method Read
_______________________________
âĒ Venture Capital Activity Click here
âĒ Oracles Report Click here
âĒ Tokenized RWA Report Click here
ð Investment Reports
âĒ September Investment Click here
âĒ October Investment Click here
âĒ November Investment Click here
âĒ December Investment Click here
__________________________
âĒ YC Combinator Guide Read
âĒ Pitch Decks Read
âĒ Arbitrum's Airdrop Read
âĒ Zero to One Read
âĒ Thinking Fast and Slow Read
âĒ Layered Money Summary Read
âĒ The Lean Startup Read
âĒ Hard Things About Hard Things Read
âĒ Scaling Up Read
âĒ The Innovators Dilemma Read
âĒ Boom Room 6: Rugpulls Watch
âĒ Decent Reviews: Good tokenomics Watch (old)
âĒ 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!
ð 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!
ð 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.
ðŠķ 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.
ðŠķ 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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ðĻAnnouncementðĻ
We're thrilled to launchð Simplicity Group Thoughts, our newsletter where we'll be exploring the hard truths of crypto to propel our industry forwardð
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
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Hola amigos! The markets are gearing up for a big move. Make sure you're prepared by reading this week's Macro Mondayð
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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Why is nobody using this fundraising method?
Projects can organise their own syndicate rounds by bringing soft commits together in order to close them. The lack of a lead investor is a problem that can be solved with perseverance, given your product is good, that is.
Click here for the full article
Projects can organise their own syndicate rounds by bringing soft commits together in order to close them. The lack of a lead investor is a problem that can be solved with perseverance, given your product is good, that is.
Click here for the full article
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From Bricksð§ą to BitsâĄïļ
For todays newsletter we teamed up with Upside.GG to discover how tokenisation is revolutionizing real estate and what it means for stakeholders.
Check out the article here to delve deeper!
Click here for full article
For todays newsletter we teamed up with Upside.GG to discover how tokenisation is revolutionizing real estate and what it means for stakeholders.
Check out the article here to delve deeper!
Click here for full article
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