📉 VC funding took a hit this week, down 61% to $92M across 18 deals. But key players are still securing capital:
Cipher Mining – $50M (SoftBank)
Taproot Wizards – $30M (Standard Crypto)
VitalVEDA – $20M (Rollman Management)
Reservoir – $14M (Union Square Ventures)
Olas – $13.8M (1kx)
Cipher Mining – $50M (SoftBank)
Taproot Wizards – $30M (Standard Crypto)
VitalVEDA – $20M (Rollman Management)
Reservoir – $14M (Union Square Ventures)
Olas – $13.8M (1kx)
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What makes a token valuable?
At Simplicity, we break token value into five key types:
1️⃣ Monetary:
Represents financial benefits or economic activity.
2️⃣ Political:
Grants decision-making power and sovereignty.
3️⃣ Social:
Builds reputation, influence, and community standing.
4️⃣ Informational:
Holds, transfers, or restricts access to data.
5️⃣ Speculative:
Reflects its potential future value.
The more ways a token can be used, the more value it holds.
At Simplicity, we break token value into five key types:
1️⃣ Monetary:
Represents financial benefits or economic activity.
2️⃣ Political:
Grants decision-making power and sovereignty.
3️⃣ Social:
Builds reputation, influence, and community standing.
4️⃣ Informational:
Holds, transfers, or restricts access to data.
5️⃣ Speculative:
Reflects its potential future value.
The more ways a token can be used, the more value it holds.
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📉 Yes, the market is down. But where is the money actually flowing?
BTC exchange reserves are at all-time lows, USDT inflows are soaring, and liquidity is moving in unexpected ways.
The data tells a different story - let’s follow the money.
➡️ Check out our comprehensive new research piece:
https://www.simplicitygroup.xyz/blog/flow-of-value-in-crypto
BTC exchange reserves are at all-time lows, USDT inflows are soaring, and liquidity is moving in unexpected ways.
The data tells a different story - let’s follow the money.
➡️ Check out our comprehensive new research piece:
https://www.simplicitygroup.xyz/blog/flow-of-value-in-crypto
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"Do your own research!" But how?
When evaluating a long-term investment, always start with the fundamentals. A project can pivot if its idea is weak, but a bad team is a guaranteed failure.
To assess a team, check their LinkedIn and Twitter and look for three key things:
1️⃣ Have they built in Web3 before? Web2 knowledge doesn’t always translate.
2️⃣ Do they have expertise in the sector they’re building in?
A retail exec launching a blockchain supply chain project likely lacks the technical knowledge to succeed.
3️⃣ Are they actually qualified for their position?
A lifelong accountant suddenly acting as CTO signals major risks—bad code, poor dev management, and eventual failure.
DYOR is a skill. Learn it, and you’ll avoid 99% of bad investments.
When evaluating a long-term investment, always start with the fundamentals. A project can pivot if its idea is weak, but a bad team is a guaranteed failure.
To assess a team, check their LinkedIn and Twitter and look for three key things:
1️⃣ Have they built in Web3 before? Web2 knowledge doesn’t always translate.
2️⃣ Do they have expertise in the sector they’re building in?
A retail exec launching a blockchain supply chain project likely lacks the technical knowledge to succeed.
3️⃣ Are they actually qualified for their position?
A lifelong accountant suddenly acting as CTO signals major risks—bad code, poor dev management, and eventual failure.
DYOR is a skill. Learn it, and you’ll avoid 99% of bad investments.
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🤝 We're excited to be working with Sui Hub!
Sui Hub is the official home for Sui builders, powered by Ghaf Capital and Sui Foundation. It provides Web3 teams with the infrastructure and support they need to scale, fostering a thriving ecosystem of innovative blockchain applications.
Through this partnership, we’re providing tokenomics expertise to Sui Hub projects while connecting early-stage teams to a strong and growing ecosystem.
Sui Hub is the official home for Sui builders, powered by Ghaf Capital and Sui Foundation. It provides Web3 teams with the infrastructure and support they need to scale, fostering a thriving ecosystem of innovative blockchain applications.
Through this partnership, we’re providing tokenomics expertise to Sui Hub projects while connecting early-stage teams to a strong and growing ecosystem.
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Bitcoin exchange reserves at all-time lows. A bullish signal?
A steady decline in Bitcoin exchange reserves means fewer $BTC are available for immediate sale. Investors are moving funds on-chain for long-term holding rather than trading 💼
Historically, this behavior has preceded bull runs, as seen in late 2022 when accumulation marked the end of the bear market.
👉 $ETH follows a similar trend, but with less aggressive outflows, suggesting weaker conviction compared to BTC.
👉 $XRP reserves remain unchanged, indicating a different investor profile - likely less crypto-native retail users or those with lower long-term confidence.
👉 $USDT reserves have surged from $7B to $27B. Liquidity is sitting on exchanges, either waiting to be deployed into crypto or used for off-ramping.
Learn more
A steady decline in Bitcoin exchange reserves means fewer $BTC are available for immediate sale. Investors are moving funds on-chain for long-term holding rather than trading 💼
Historically, this behavior has preceded bull runs, as seen in late 2022 when accumulation marked the end of the bear market.
👉 $ETH follows a similar trend, but with less aggressive outflows, suggesting weaker conviction compared to BTC.
👉 $XRP reserves remain unchanged, indicating a different investor profile - likely less crypto-native retail users or those with lower long-term confidence.
👉 $USDT reserves have surged from $7B to $27B. Liquidity is sitting on exchanges, either waiting to be deployed into crypto or used for off-ramping.
Learn more
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AI is centralized, controlled by a few. Blockchain is decentralized, built for open access. Their intersection could redefine how intelligence, data, and compute are distributed.
But major challenges remain:
• AI needs real-time data, but blockchains move too slowly.
• AI is already resource-heavy, and adding blockchain increases costs.
• AI requires vast datasets, but blockchain transparency creates privacy risks.
🤝 The true efficiency of integrating AI and blockchain is debatable and complex, but with the right innovation, their synergy could unlock significant value.
We’ll be initiating a discussion with leading AI x blockchain builders soon.
Stay tuned 😉
But major challenges remain:
• AI needs real-time data, but blockchains move too slowly.
• AI is already resource-heavy, and adding blockchain increases costs.
• AI requires vast datasets, but blockchain transparency creates privacy risks.
🤝 The true efficiency of integrating AI and blockchain is debatable and complex, but with the right innovation, their synergy could unlock significant value.
We’ll be initiating a discussion with leading AI x blockchain builders soon.
Stay tuned 😉
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Top gainers of the week (Feb 6 - Feb 12)
Despite a -2.3% dip in total market cap, some tokens defied the trend with massive gains:
🔹 Test | +585% | $152M Market Cap
🔹 Berachain | +455% | $587M Market Cap
🔹 BinaryX | +383% | $326M Market Cap
🔹 Aragon | +173% | $119M Market Cap
🔹 Terra Classic USD | +58% | $101M Market Cap
Even in a red market, opportunities exist :)
Despite a -2.3% dip in total market cap, some tokens defied the trend with massive gains:
🔹 Test | +585% | $152M Market Cap
🔹 Berachain | +455% | $587M Market Cap
🔹 BinaryX | +383% | $326M Market Cap
🔹 Aragon | +173% | $119M Market Cap
🔹 Terra Classic USD | +58% | $101M Market Cap
Even in a red market, opportunities exist :)
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Bitcoin’s market dominance is growing - here’s what it means:
🔸More capital is flowing into BTC, its dominance is rising, signaling strong accumulation. Investors see it as both a safe-haven and a speculative asset, even in bullish conditions.
🔸 Altcoins and Ethereum are losing market share. Liquidity is shifting away from riskier assets, reflecting investor caution and reduced confidence in speculative plays.
🔸 USDT reserves are shrinking, but that capital isn’t flowing into alts. Instead, Bitcoin is absorbing the majority of re-entering funds, consolidating its leadership in the market.
Bitcoin is strengthening its position, with institutional players and long-term holders driving demand. Meanwhile, altcoins remain on the sidelines as risk appetite cools.
Full article
🔸More capital is flowing into BTC, its dominance is rising, signaling strong accumulation. Investors see it as both a safe-haven and a speculative asset, even in bullish conditions.
🔸 Altcoins and Ethereum are losing market share. Liquidity is shifting away from riskier assets, reflecting investor caution and reduced confidence in speculative plays.
🔸 USDT reserves are shrinking, but that capital isn’t flowing into alts. Instead, Bitcoin is absorbing the majority of re-entering funds, consolidating its leadership in the market.
Bitcoin is strengthening its position, with institutional players and long-term holders driving demand. Meanwhile, altcoins remain on the sidelines as risk appetite cools.
Full article
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If you’re investing in tokens for the long term, focus on what the token actually does.
🔹 Does it provide real savings or benefits?
🔹 Is there sustainable demand beyond speculation?
🔹 How does liquidity impact price movements?
Because at the end of the day, value > speculation.
🔹 Does it provide real savings or benefits?
🔹 Is there sustainable demand beyond speculation?
🔹 How does liquidity impact price movements?
Because at the end of the day, value > speculation.
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Join our X Space: The Future of Web3 AI 🌐
AI is reshaping industries. Blockchain is redefining trust. How can they work together in the most efficient way?
Let’s get real alpha from top builders!
📅 Wednesday, Feb 19
🕒 3:00 PM UTC
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
AI is reshaping industries. Blockchain is redefining trust. How can they work together in the most efficient way?
Let’s get real alpha from top builders!
📅 Wednesday, Feb 19
🕒 3:00 PM UTC
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
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The gap between BTC’s market cap and altcoins (excluding ETH & stablecoins) is getting wider📊
More money is flowing into Bitcoin as investors prioritize safety over speculation. Institutions and long-term holders are stacking BTC, while altcoins fight for liquidity. Unlike past cycles, they aren’t seeing the same hype or inflows.
Read more
More money is flowing into Bitcoin as investors prioritize safety over speculation. Institutions and long-term holders are stacking BTC, while altcoins fight for liquidity. Unlike past cycles, they aren’t seeing the same hype or inflows.
Read more
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The coffee shop trap ☕
Building a project? Here’s why focusing only on token holders can be a trap.
Imagine a coffee shop with free WiFi:
✅ Some come for coffee (your product)
✅ Others come for free WiFi (staking/APY)
The shop gets crowded. Looks successful. Until...
A new shop opens with better WiFi - everyone leaves.
Why? Because they were never there for the coffee in the first place🌐
This is what happens when projects over-prioritize token holders and ignore real users. Speculators will always move on to the next high-yield opportunity.
➡️If your product doesn’t provide intrinsic value, your project won’t survive long-term.
Building a project? Here’s why focusing only on token holders can be a trap.
Imagine a coffee shop with free WiFi:
✅ Some come for coffee (your product)
✅ Others come for free WiFi (staking/APY)
The shop gets crowded. Looks successful. Until...
A new shop opens with better WiFi - everyone leaves.
Why? Because they were never there for the coffee in the first place🌐
This is what happens when projects over-prioritize token holders and ignore real users. Speculators will always move on to the next high-yield opportunity.
➡️If your product doesn’t provide intrinsic value, your project won’t survive long-term.
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Bitcoin transfer volume is up, but retail is missing.
💲Smaller wallets (<$10K) are moving less $BTC than in 2021, even as overall transactions and prices rise. Instead, big players are driving the market, signaling growing institutional demand.
Thoughts?
💲Smaller wallets (<$10K) are moving less $BTC than in 2021, even as overall transactions and prices rise. Instead, big players are driving the market, signaling growing institutional demand.
Thoughts?
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📌$BTC inflows are dominated by big money.
In January 2025, wallets holding $100K–$10M led BTC buying, while smaller retail wallets ($100–$10K) remained sidelined.
Learn more
In January 2025, wallets holding $100K–$10M led BTC buying, while smaller retail wallets ($100–$10K) remained sidelined.
Learn more
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🤝 We're excited to be working with MemeMarket!
MemeMarket is a meme coin super app where users can win, earn, and engage with their favorite meme coins through a fun, gamified experience.
Why we’re bullish
MemeMarket goes beyond speculation by adding structured rewards, deflationary mechanics, and smart incentives. With a sustainable token economy and an engaging user experience, it’s helping build a stronger, more active meme coin ecosystem.
MemeMarket is a meme coin super app where users can win, earn, and engage with their favorite meme coins through a fun, gamified experience.
Why we’re bullish
MemeMarket goes beyond speculation by adding structured rewards, deflationary mechanics, and smart incentives. With a sustainable token economy and an engaging user experience, it’s helping build a stronger, more active meme coin ecosystem.
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Love it or hate it, pump.fun has been a key force behind Solana’s dominance over the past year.
🧨The platform has raked in 2M+ SOL ($398M) and accounted for 62.3% of all Solana DEX transactions in late 2024.
However, its **massive CEX transfers—1M+ $SOL ($208M) to Kraken this year—**have raised concerns about its impact on Solana’s price.
That said, its bonding curve model locks liquidity, reducing circulating supply and offsetting some of the sell pressure.
Full article
🧨The platform has raked in 2M+ SOL ($398M) and accounted for 62.3% of all Solana DEX transactions in late 2024.
However, its **massive CEX transfers—1M+ $SOL ($208M) to Kraken this year—**have raised concerns about its impact on Solana’s price.
That said, its bonding curve model locks liquidity, reducing circulating supply and offsetting some of the sell pressure.
Full article
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Reminder: Our X Space is Today!
The Future of Web3 AI kicks off today at 3:00 PM UTC🔥
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
The Future of Web3 AI kicks off today at 3:00 PM UTC🔥
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
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In our research on value flows, we broke down what’s fueling Solana’s dominance in the DEX market.
Institutional inflows
🔹 $1.3T in hyper value trades ($50K+) on Solana DEXs (Dec–Jan)
🔹 20% of total volume now comes from whales & large players
Retail-friendly ecosystem
🔹 27% of all trades range between $100–$5K
🔹 Small trades (<$100) still make up 20.5% of total volume
Memecoins →
🔹 @pumpdotfun alone fueled 62.3% of all Solana DEX transactions
🔹 The $TRUMP token launch brought in new high-net-worth trader
Institutional inflows
🔹 $1.3T in hyper value trades ($50K+) on Solana DEXs (Dec–Jan)
🔹 20% of total volume now comes from whales & large players
Retail-friendly ecosystem
🔹 27% of all trades range between $100–$5K
🔹 Small trades (<$100) still make up 20.5% of total volume
Memecoins →
🔹 @pumpdotfun alone fueled 62.3% of all Solana DEX transactions
🔹 The $TRUMP token launch brought in new high-net-worth trader
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