Simplicity Group Alpha
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The markets are experiencing significant rallies this week, with top performers emerging from various narratives. Are we back?
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Are futures good for your token?

We dove into the price performance of 20 tokens over time to see how their futures listings impacted the price. Comparing to Bitcoin in particular, we found only 18% were up after three months. Interesting.

Full article: https://thoughts.simplicitygroup.xyz/p/futures
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If you need the money, you wont get it.

If you want the money, in order to scale faster, you will get it.

If your ship is going down without VC capital then you probably have a bad ship.
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Some major project launches happened this week, with ByBit listings dominating the market performance.
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High level summary of modelling token economies.

Message us if you want to run your economy through a model to see if it actually makes sense ๐Ÿซก
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Top 5 ongoing IDOs this week, keep watch.
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This world doesn't owe you anything.

In particular, VCs don't owe you money just because it's their job to invest.

If you have a bad business, Watch Y Combinator videos. Launch companies. Fail fast. Learn from your mistakes. Come back stronger.

Eventually you'll be investment-ready:

โœ“ You'll know what your users want.
โœ“ You'll be able to identify good GTMs.
โœ“ You'll understand key metrics to track.
โœ“ You'll know what to spend your time on.
โœ“ But most of all, you won't need VCs.

And that, our friends, is when the VCs are interested.
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๐ŸŒŸ Partnership Announcement ๐ŸŒŸ

Simplicity is joining forces with Solus Group, true experts in marketing, fundraising, and consulting for tier 1 Web 3.0 businesses like 1inch, Hacken, Trust Wallet, and more.

This partnership is about uniting our strengths to offer our clients a complete service for their fundamental marketing, token, and fundraising needs. We're committed to nothing less than providing our projects with the upmost quality of needed services.
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We've seen some7-8 figure raises over the last week. Seems that VCs are beginning to deploy again.
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Burning tokens rewards investors but may hurt actual users. How?

Burn tokens โ†’ Supply decreases โ†’ Reduced liquidity โ†’ Higher slippage & borrowing costs

Focus on rewarding real value, and real users: redistribute instead.
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Memecoins are back in business, with the Zero-Knowledge Proofs and Infrastructure sectors also experiencing a fair share of gains.
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You can't copy & paste tokenomics

We've identified 26 individual data points to consider when designing tokenomics. All of these data points are bespoke to each project, and they all impact the tokenomics in a serious way. Don't kill your token like the four example projects did.

Full article: https://thoughts.simplicitygroup.xyz/p/tokenomics-c-p
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Impact of futures listings on token prices (against BTC). Only 3/17 were positive after three months.

Full article
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High level summary about Crypto AI.
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Project Spotlight: Gateway.fm

Build your blockchain in minutes. Interesting infra-as-a-service project with great existing clients like Wirex.
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Several high-market-cap projects were launched this week with varying returns.
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Useful for any founders trying to raise:  https://openvc.app/blog/vc-list
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Several IDOs scheduled for this week.
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Some decent raises this week.
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One of our clients is solving the problem of RWA investments being too expensive, and offers tiered platform access via liquid staking.

The issue is that they naturally price out their target user from being able to get more platform benefits.

We recommend to have the staking tiers, but offer discounts on staking requirement if the user also locks the tokens.

This aligns incentives, and ensures real, dedicated users aren't priced out.
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This token isn't doing too well, but it belongs to a great project with a solid product.

How would we go about reviving it?

Check out this thread: https://x.com/SimplicityWeb3/status/1818248012935975206
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