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
π6β€5π₯4π€2
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.
β€8π₯4π€3π1
Media is too big
VIEW IN TELEGRAM
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.
Please open Telegram to view this post
VIEW IN TELEGRAM
1π₯6π5π4π1
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.
π₯4β€3π1π€1
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.
π₯5π4π€3
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.
Please open Telegram to view this post
VIEW IN TELEGRAM
413β€7π₯7π2π€2
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.
β€5π€4π₯3π1
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.
π€
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.
Please open Telegram to view this post
VIEW IN TELEGRAM
π€£29π―7π7π3π€ͺ2β€1π1
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
β€5π₯5π€4π€£2π1π―1
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.
π€5π₯4π€©3π1
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
32β€7π3π€2
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
β€5π₯°2π₯1π1
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
Please open Telegram to view this post
VIEW IN TELEGRAM
X (formerly Twitter)
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¦
π₯5β€4π€3
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
Please open Telegram to view this post
VIEW IN TELEGRAM
π5β€4π€3πΏ1
Simplicity Group Alpha
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:β¦
πJoin our X space on TON now: https://x.com/i/spaces/1dRKZdYEMyzJB
π₯4
π’ Yesterday, the Simplicity Group team presented a report on the TON ecosystem at the TON Society event in Dubai.
We aim to deliver real value and insights to the community by analyzing key data, growth drivers, and opportunities in the TON network.
A huge thank you to @russkieyevrey and everyone who participated in the discussion!
We aim to deliver real value and insights to the community by analyzing key data, growth drivers, and opportunities in the TON network.
A huge thank you to @russkieyevrey and everyone who participated in the discussion!
3π₯10β€5π3π€1
Top raises of the week: AI-powered Web3, decentralized identity & institutional crypto tools
This week's top blockchain raises highlight three major trends:
β‘ AI-powered Web3 infrastructure
π‘ Decentralized identity & credentials
π¦ Institutional crypto finance solutions
Top 5 raises this week
1οΈβ£ Bluwhale AI β $75M
π Sector: AI x Web3 Infrastructure
Bluwhale is building Web3βs intelligence layer (L3), turning data and mobile devices into AI-powered assets for on-chain intelligence.
2οΈβ£ D3 β $25M (Led by Paradigm)
π Sector: Decentralized Domains & Web3 Identity
D3 is developing the first interoperable network for real domain names, bridging Web3 with billions of traditional internet users.
3οΈβ£ Humanity Protocol β $20M (Led by Pantera Capital)
π Sector: Decentralized Identity & AI Agents
Humanity Protocol focuses on on-chain biometric identity verification, similar to Worldcoin, but aims for a more decentralized, privacy-first approach.
4οΈβ£ Sign β $16M (Led by YZi Labs, e.g., Binance Labs)
π Sector: On-Chain Token Distribution & Credential Verification
Sign provides on-chain infrastructure for token distribution, credential verification, and compliance.
5οΈβ£ Cryptio β $15M (Led by Alven)
π Sector: Institutional Crypto Accounting & Compliance
Cryptio offers an audit-ready back-office for regulated enterprises, ensuring crypto compliance and financial reporting.
Web3 trends from this weekβs raises:
π΅ AI x Web3 is leading investment flows β projects like Bluwhale AI and Sign show strong interest in on-chain AI agents, intelligent automation, and AI-powered economies.
π’ Decentralized identity & credentials are a major focus. D3 & Humanity Protocol prove that verifiable, privacy-first identity is a critical piece of the Web3 puzzle.
π£ Investments in Cryptio highlight the growing need for enterprise-grade financial tools as regulations tighten.
This week's top blockchain raises highlight three major trends:
β‘ AI-powered Web3 infrastructure
π‘ Decentralized identity & credentials
π¦ Institutional crypto finance solutions
Top 5 raises this week
1οΈβ£ Bluwhale AI β $75M
π Sector: AI x Web3 Infrastructure
Bluwhale is building Web3βs intelligence layer (L3), turning data and mobile devices into AI-powered assets for on-chain intelligence.
2οΈβ£ D3 β $25M (Led by Paradigm)
π Sector: Decentralized Domains & Web3 Identity
D3 is developing the first interoperable network for real domain names, bridging Web3 with billions of traditional internet users.
3οΈβ£ Humanity Protocol β $20M (Led by Pantera Capital)
π Sector: Decentralized Identity & AI Agents
Humanity Protocol focuses on on-chain biometric identity verification, similar to Worldcoin, but aims for a more decentralized, privacy-first approach.
4οΈβ£ Sign β $16M (Led by YZi Labs, e.g., Binance Labs)
π Sector: On-Chain Token Distribution & Credential Verification
Sign provides on-chain infrastructure for token distribution, credential verification, and compliance.
5οΈβ£ Cryptio β $15M (Led by Alven)
π Sector: Institutional Crypto Accounting & Compliance
Cryptio offers an audit-ready back-office for regulated enterprises, ensuring crypto compliance and financial reporting.
Web3 trends from this weekβs raises:
π΅ AI x Web3 is leading investment flows β projects like Bluwhale AI and Sign show strong interest in on-chain AI agents, intelligent automation, and AI-powered economies.
π’ Decentralized identity & credentials are a major focus. D3 & Humanity Protocol prove that verifiable, privacy-first identity is a critical piece of the Web3 puzzle.
π£ Investments in Cryptio highlight the growing need for enterprise-grade financial tools as regulations tighten.
π5π₯4π4
High FDV Low Float: You've Been Lied To
Crypto projects often launch with sky-high FDVs and minimal circulating supply. But does this strategy actually lead to long-term success?
Our latest research analyzes 16 token launches and reveals:
π No strong correlation between high FDV, low float, and price performance
π Short-term gains often fade within weeks
π‘ Market dynamics matter more than just token supply strategy
Read the full report now: https://www.simplicitygroup.xyz/blog/high-fdv-low-float
Crypto projects often launch with sky-high FDVs and minimal circulating supply. But does this strategy actually lead to long-term success?
Our latest research analyzes 16 token launches and reveals:
π No strong correlation between high FDV, low float, and price performance
π Short-term gains often fade within weeks
π‘ Market dynamics matter more than just token supply strategy
Read the full report now: https://www.simplicitygroup.xyz/blog/high-fdv-low-float
π₯7π4π2π1
π€ We're excited to be working with Peer2Play!
Peer2Play is a decentralized gaming hub where gamers, developers, and influencers connect, compete, and earn across multiple blockchains. Powered by Skale Network, SEI, Base & more, it ensures a seamless gaming experience.
Why weβre bullish
Peer2Play brings real ownership, on-chain tournaments, and new earning opportunities for players and creators. With decentralized infrastructure and cross-chain compatibility, it creates a more open and rewarding gaming ecosystem.
Peer2Play is a decentralized gaming hub where gamers, developers, and influencers connect, compete, and earn across multiple blockchains. Powered by Skale Network, SEI, Base & more, it ensures a seamless gaming experience.
Why weβre bullish
Peer2Play brings real ownership, on-chain tournaments, and new earning opportunities for players and creators. With decentralized infrastructure and cross-chain compatibility, it creates a more open and rewarding gaming ecosystem.
π₯4β€3π2