Happy New Yearπ Hereβs to a prosperous and thriving 2025 β may it be a bullish one for us all.
As we step into the new year, hereβs a sneak peek at what's to come from Simplicity:
1. Invite Only Tokenomics Chat for Projects and VCs: Weβre launching a dedicated chat for tokenomics discussions. Weβll 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. Weβre excited about what lies ahead.
As we step into the new year, hereβs a sneak peek at what's to come from Simplicity:
1. Invite Only Tokenomics Chat for Projects and VCs: Weβre launching a dedicated chat for tokenomics discussions. Weβll 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. Weβre excited about what lies ahead.
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π Partnership Announcement π
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.
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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Airdrops are more than just free tokensβthey'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
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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π€Pleasure to be working with Zekretπ€
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.
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.
π 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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π€We're excited to be working with Renatusπ€
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.
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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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.
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π€We're excited to be working with SyFuπ€
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.
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.
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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.
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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.
β’ You donβt have 340k DAU.
β’ You donβt have their marketing strategy.
β’ You arenβt getting listed on their CEXs.
β’ You donβt have their market maker.
Thus, your token price will look like this.
Copy-pasting tokenomics without understanding the contextβlike user base, marketing strategy, CEX quality, and market dynamicsβcan wreck your project.
π At Simplicity Group, we design custom tokenomics tailored to your projectβs unique needs. From market analysis to value retention, we ensure every element aligns for long-term success.
π‘ Donβt leave your projectβs future to chance, msg @Alex_Simplicity
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.
β’ You donβt have 340k DAU.
β’ You donβt have their marketing strategy.
β’ You arenβt getting listed on their CEXs.
β’ You donβt have their market maker.
Thus, your token price will look like this.
Copy-pasting tokenomics without understanding the contextβlike user base, marketing strategy, CEX quality, and market dynamicsβcan wreck your project.
π At Simplicity Group, we design custom tokenomics tailored to your projectβs unique needs. From market analysis to value retention, we ensure every element aligns for long-term success.
π‘ Donβt leave your projectβs future to chance, msg @Alex_Simplicity
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Here are the top IDOs/ICOs/IEOs (Jan 18 β 24):
πΈSearchpad leads with 2.41x ROI, raising $415K
πΈOndo AI follows at 2.31x, MIDDLE at 2.28x with $1.43M raised, and BNB Agents hits 2.22x
πΈChainAware.ai clocks in at 1.62x
πΈ35 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.
πΈSearchpad leads with 2.41x ROI, raising $415K
πΈOndo AI follows at 2.31x, MIDDLE at 2.28x with $1.43M raised, and BNB Agents hits 2.22x
πΈChainAware.ai clocks in at 1.62x
πΈ35 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
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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π€ We're excited to be working with Playside (PLAY3) π€
PLAY3 is a no-code AI infrastructure empowering brands to create AI Agents in open worlds like Roblox. It monetizes untapped compute power from 380M+ users, offering brands dynamic tools to engage and grow.
Why we're bullish
PLAY3 bridges AI innovation and open-world ecosystems, with clients like Samsung and Canon and partnerships with Aptos, NEAR, and Time Magazine. Its no-code platform and AI Agent Marketplace set a new standard for brand-driven AI experiences in Web3.
Check out PLAY3 on X
PLAY3 is a no-code AI infrastructure empowering brands to create AI Agents in open worlds like Roblox. It monetizes untapped compute power from 380M+ users, offering brands dynamic tools to engage and grow.
Why we're bullish
PLAY3 bridges AI innovation and open-world ecosystems, with clients like Samsung and Canon and partnerships with Aptos, NEAR, and Time Magazine. Its no-code platform and AI Agent Marketplace set a new standard for brand-driven AI experiences in Web3.
Check out PLAY3 on X
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We took a closer look at Usual, a multi-chain DeFi protocol that aggregates tokenized RWAs from BlackRock, Ondo, Mountain Protocol, and more.
Hereβs what makes Usual stand out:
πΉ $USD0 β A stablecoin backed 1:1 by tokenized U.S. Treasury Bills
πΉ $USD0++ β A staking token that earns yield, like a T-Bill savings account
πΉ $USUAL β A governance token backed by real revenue & protocol growth
In short, Usual is bridging stablecoins, on-chain RWAs, and decentralized governance into one seamless system.
Take a look at the full X thread to see what we can learn from themβ¬οΈ
Hereβs what makes Usual stand out:
πΉ $USD0 β A stablecoin backed 1:1 by tokenized U.S. Treasury Bills
πΉ $USD0++ β A staking token that earns yield, like a T-Bill savings account
πΉ $USUAL β A governance token backed by real revenue & protocol growth
In short, Usual is bridging stablecoins, on-chain RWAs, and decentralized governance into one seamless system.
Take a look at the full X thread to see what we can learn from them
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Simplicity Group (@SimplicityWeb3) on X
What if stablecoins could do more than just hold value?
Enter Usual Protocol @usualmoney, a multi-chain DeFi platform turning tokenized Real-World Assets (RWAs) into composable financial tools.
Backed by entities like @BlackRock, @OndoFinance, and @MountainUSDMβ¦
Enter Usual Protocol @usualmoney, a multi-chain DeFi platform turning tokenized Real-World Assets (RWAs) into composable financial tools.
Backed by entities like @BlackRock, @OndoFinance, and @MountainUSDMβ¦
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TON: Opportunities, Pain Points, and [Trump] β join our X space!
Today, weβre diving into The Open Network β why itβs gaining momentum among developers, its integration with Telegram, and how recent news and developments are shaping its trajectory.
Date: January 29π¨ [TODAY]
Time: 3 PM UTC
π₯Speakers include:
STON.fi
TAC
Talentgram
TON Society
π Set a reminder now: https://x.com/i/spaces/1dRKZdYEMyzJB
Today, weβre diving into The Open Network β why itβs gaining momentum among developers, its integration with Telegram, and how recent news and developments are shaping its trajectory.
Date: January 29
Time: 3 PM UTC
π₯Speakers include:
STON.fi
TAC
Talentgram
TON Society
π Set a reminder now: https://x.com/i/spaces/1dRKZdYEMyzJB
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