Simplicity Group Alpha
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NOT FINANCIAL ADVICE. The information in this channel is provided for education and informational purposes only, without any express or implied warranty of any kind.

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The investment volume has nearly doubled among the top five investments this week compared to last.
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IDO returns have significantly decreased by 54.96% from last week, comparing the top five launches of each respective week.
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As the market cooled down during the holiday season, we continued to see some decent returns on IDOs.
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Happy New Year๐ŸŽ„ Hereโ€™s to a prosperous and thriving 2025 โ€” may it be a bullish one for us all.

As we step into the new year, hereโ€™s a sneak peek at what's to come from Simplicity:

1. Invite Only Tokenomics Chat for Projects and VCs: Weโ€™re launching a dedicated chat for tokenomics discussions. Weโ€™ll share our in-depth internal research and create a space for projects/VCs to ask us questions and engage in meaningful conversations about tokenomics.

2. Podcast Launch: Insightful interviews and debates on our upcoming podcast.

3. Syndicate Back Up: Our syndicate will be back in full swing and we're thrilled to bring you the more exclusive deals.

4. Research Reports: Detailed deep dives into ecosystems like TON & Monad, statistical analysis into the topics like the impact of FDMC on price performance, and much more.

5. Conference Attendance: We will be attending Consensus Hong Kong, Token2049 in Dubai and Singapore, Paris Blockchain Week, Bitcoin 2025, and ETHCC.

Thank you for being a part of our community. Weโ€™re excited about what lies ahead.
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A shorter list of confirmed IDOs this week. Can we expect high interest in IDO deals as the new year starts?
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Only a few minor dumps across the market's Top 300 tokens starting the new year.
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This week's top gainers include a variety of tokens from various narratives, both newly introduced tokens and revived older ones.
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๐ŸŒŸ Partnership Announcement ๐ŸŒŸ

We're pleased to announce our partnership with Fidesium, one of the best and most reasonably priced smart contract security and audit firm.

This partnership allows us to introduce our clients to a high quality yet very affordable auditing firm, bringing everyone one step closer to safe launches. We fully vouch for these guys, and will recommend to message @Bockus to get your code checked for a fraction of the cost.
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VC Investment volume has seen a slight decrease over the last two weeks.
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IEOs have made a major impact in the first week of 2025 seeing some fantastic returns.
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Airdrops are more than just free tokensโ€”they're strategic tools for blockchain projects to increase awareness and user engagement.

We analysed 22 popular airdrops to explore how projects performed after providing insights on how to best structure airdrops.

Check out the full article here:
www.simplicitygroup.xyz/blog/airdrop-performance
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๐ŸคPleasure to be working with Zekret๐Ÿค

Zekret is an EVM-compatible blockchain that inherently facilitates regulatory compliance for DeFi applications by using a smart system of varying nodes.

Why we're bullish
Its board of advisors is incredibly connected in the regulatory space, and it already has $300M TVL committed for its test net from varying projects.

Regulation is already here, and it wont be long before most projects are shut down / under fire. Zekret is able to prevent that without impacting privacy.

If you want an intro, feel free to message @Alex_Simplicity.
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The higher your valuation, the more money you can raise, but also the more buy pressure you need to prevent price from falling. Supply and demand may be simple on paper, but founders often fail to grasp its implications.

๐Ÿš€ This clip is from our workshop Startup Booster organised by GetFunded.Network, where we reviewed and gave advice on the tokenomics of different projects. They help projects in many different ways, and you can message @vzlondon directly.
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๐ŸคWe're excited to be working with Renatus๐Ÿค

Renatus is a hub for projects to obtain their new custom AI Agents. They offer a drag and drop no-code AI Agent builder, with a marketplace to buy, sell, trade agents and work flows, allowing everyone to leverage the power of AI.

Why we're bullish
From the team behind Octavia that reached $380M FDV, Renatus is right on the money with capturing value in the AI race, building something they have great experience in.
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Decided to merge all of the graphics into one to not spam the alpha channel. To get them on a daily basis, check out our Twitter.
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๐Ÿ“ฑ Comprehensive Overview of the TON Ecosystem

This report explores the various components of the TON ecosystem, covering its technical framework, ecosystem, and future expectations.

It also spotlights 56 of the ecosystem's standout projects that are growing TONs adoption in the space.

๐ŸŒFull report: https://docsend.com/view/4d4f9htnrp3jq6nm

โœ–๏ธ Highlights thread
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๐ŸคWe're excited to be working with SyFu๐Ÿค

SyFu is a new Web3 lifestyle app that transforms payment data into digital assets. Users can earn tokens and NFTs through a Tamagotchi-like experience by nurturing the iconic Japanese "Lucky Cat" NFT using their daily payment data.

Why we're bullish
This platform manages real-world spending and economic contributions on a decentralized network, creating an entirely new consumer experience and Web3 universal credentials. Looking into the future, we see projects like this becoming very popular to set a new precedent in a digital world.
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On a lead call:

SG: How much do you want to raise?
Lead: $50M

SG: How many users do you have?
Lead: 12M

SG: When did you launch your app?
Lead: It's not live yet.

SG: How do you have those users?
Lead: The KOLs we're speaking to have total 12M followers.

๐Ÿค”
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Imagine a project with 340k DAU and a carefully planned marketing strategy: release certain new features straight after launch.

Their public valuation of $75M, with a 10% airdrop allocation unlocked 100% at TGE, can be completely absorbed by their users. This is especially true given their listing on OKX and the use of a great market maker.

You, on the other hand, simply copied their $75M public valuation with 100% unlocked 10% airdrop allocation.

โ€ข You donโ€™t have 340k DAU.
โ€ข You donโ€™t have their marketing strategy.
โ€ข You arenโ€™t getting listed on their CEXs.
โ€ข You donโ€™t have their market maker.

Thus, your token price will look like this.

Copy-pasting tokenomics without understanding the contextโ€”like user base, marketing strategy, CEX quality, and market dynamicsโ€”can wreck your project.

๐Ÿ“Š At Simplicity Group, we design custom tokenomics tailored to your projectโ€™s unique needs. From market analysis to value retention, we ensure every element aligns for long-term success.

๐Ÿ’ก Donโ€™t leave your projectโ€™s future to chance, msg
@Alex_Simplicity
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Here are the top IDOs/ICOs/IEOs (Jan 18 โ€“ 24):

๐Ÿ”ธSearchpad leads with 2.41x ROI, raising $415K
๐Ÿ”ธOndo AI follows at 2.31x, MIDDLE at 2.28x with $1.43M raised, and BNB Agents hits 2.22x
๐Ÿ”ธChainAware.ai clocks in at 1.62x
๐Ÿ”ธ35 total IDOs this week with an average 1.15x ROI

Why should you know this?

It helps you spot emerging projects before they take off, see where investor capital is flowing, and identify which ventures are attracting the largest potential user bases.
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We looked into Aerodrome's governance to explore how it works and its levels of decentralisation.

Top finding: top 20 wallets hold 62% of veAERO governance tokens.

But is this that bad? Check out the full thread: https://x.com/SimplicityWeb3/status/1883880709732892729
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