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.

https://www.simplicitygroup.xyz
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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:
β€’ AI needs real-time data, but blockchains move too slowly.
β€’ AI is already resource-heavy, and adding blockchain increases costs.
β€’ 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 πŸ˜‰
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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:

πŸ”Ή Test | +585% | $152M Market Cap
πŸ”Ή Berachain | +455% | $587M Market Cap
πŸ”Ή BinaryX | +383% | $326M Market Cap
πŸ”Ή Aragon | +173% | $119M Market Cap
πŸ”Ή 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:

πŸ”ΈMore 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.

πŸ”Έ Altcoins and Ethereum are losing market share. Liquidity is shifting away from riskier assets, reflecting investor caution and reduced confidence in speculative plays.

πŸ”Έ 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.

πŸ”Ή Does it provide real savings or benefits?

πŸ”Ή Is there sustainable demand beyond speculation?

πŸ”Ή 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!

πŸ“… Wednesday, Feb 19
πŸ•’ 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

πŸŽ™ 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 widerπŸ“Š 

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 β˜•

Building a project? Here’s why focusing only on token holders can be a trap.

Imagine a coffee shop with free WiFi:

βœ… Some come for coffee (your product)

βœ… 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.

➑️If your product doesn’t provide intrinsic value, your project won’t survive long-term.
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Top raises of the week from February 7 to 13 πŸ’°
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Bitcoin transfer volume is up, but retail is missing.

πŸ’²Smaller 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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πŸ“Œ$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
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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.
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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 transfersβ€”1M+ $SOL ($208M) to Kraken this yearβ€”**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 UTCπŸ”₯

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

πŸŽ™ 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 
πŸ”Ή $1.3T in hyper value trades ($50K+) on Solana DEXs (Dec–Jan)
πŸ”Ή 20% of total volume now comes from whales & large players

Retail-friendly ecosystem 
πŸ”Ή 27% of all trades range between $100–$5K
πŸ”Ή Small trades (<$100) still make up 20.5% of total volume

Memecoins β†’
πŸ”Ή @pumpdotfun alone fueled 62.3% of all Solana DEX transactions
πŸ”Ή The $TRUMP token launch brought in new high-net-worth trader
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πŸš€ Join our Space now! https://x.com/i/spaces/1vAGRDnbrNZxl

Got some saucy questions πŸ‘€
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Ignore his tweet, but take a look at that data: sell $11M, but only receive $407k. That is the immediate evidence to how crucial liquidity is for assessing the real value of a project.
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Token holders β‰  users πŸ‘₯

One of the biggest mistakes in crypto is assuming that token holders and users are the same. They’re not.

πŸ”Ή Token holders care about price, staking yields, and liquidity.

πŸ”Ή Users care about the actual product and its utility.

Sometimes, they overlap - but designing tokenomics without understanding this distinction is a fatal mistake.

If your token only attracts speculators and not real users, your project is just a hype cycle waiting to crash.
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