Solana is still leading in MAUs (monthly active users) at 61.2M but their lead is shrinking (-34% in 6 months)
NEAR has grown (+8%) to 51M MAUs, but BNB Chain surged considerably (+27%), now at 44.9M users
Image source
NEAR has grown (+8%) to 51M MAUs, but BNB Chain surged considerably (+27%), now at 44.9M users
Image source
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β March 2024: Stablecoins pass Visa in adjusted transfer volume
β January 2025: $2.8T 30D transfer volume
Stablecoins are becoming much more than on-chain fiat. With current traction and regulatory approvals, are stablecoins going mainstream?
Read our latest article: https://x.com/SimplicityWeb3/status/1962430485138731274
Image source
β January 2025: $2.8T 30D transfer volume
Stablecoins are becoming much more than on-chain fiat. With current traction and regulatory approvals, are stablecoins going mainstream?
Read our latest article: https://x.com/SimplicityWeb3/status/1962430485138731274
Image source
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Simplicity Group Alpha
β March 2024: Stablecoins pass Visa in adjusted transfer volume β January 2025: $2.8T 30D transfer volume Stablecoins are becoming much more than on-chain fiat. With current traction and regulatory approvals, are stablecoins going mainstream? Read our latestβ¦
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Why does everyone suddenly love stablecoins?
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π‘New research: Measuring Tokensβ Fundamentals with Ratios Across Narratives
In traditional finance, valuations rely on clear metrics like P/E, P/S, or EBITDA. In crypto, itβs different - projects are often (wrongly) valued by their token. What really matters? Liquidity, trading volume, and fees.
In this research, we blend traditional finance logic with crypto-native metrics to uncover which projects actually have strong fundamentals, and which are propped up by hype.
Read our new article:
https://x.com/SimplicityWeb3/status/1965002364189835628
In traditional finance, valuations rely on clear metrics like P/E, P/S, or EBITDA. In crypto, itβs different - projects are often (wrongly) valued by their token. What really matters? Liquidity, trading volume, and fees.
In this research, we blend traditional finance logic with crypto-native metrics to uncover which projects actually have strong fundamentals, and which are propped up by hype.
Read our new article:
https://x.com/SimplicityWeb3/status/1965002364189835628
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π¨ Big milestone for our tokenomics client Portal to Bitcoin ($530M FDV). They faced Binance Alpha sell pressure and held strong, thanks to a treasury buyback strategy and tokenomics rebuilt by us that reduce emissions and support long-term sustainability.
π Tokenomics fully rebuilt by Simplicity with a bespoke emissions model.
β CMO, Portal to Bitcoin.
This is the type of case study weβre proud to stand behind and you heard it from the team themselves, Simplicity is your best investment
βWorking with Simplicity is one of the best possible uses of any projects capital.β
β CMO, Portal to Bitcoin.
This is the type of case study weβre proud to stand behind and you heard it from the team themselves, Simplicity is your best investment
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12π₯5β‘4β€4π2π€―2
For Portal to Bitcoin (FDV $620M), we built a custom emissions calculator from scratch.
It shows exactly how emissions behave based on different inputs, such as:
πΉhow many tokens are distributed per user
πΉhow quickly rewards dry up
πΉwhen the model becomes outright unprofitable
πΉevery starting and ending transaction
πΉhow much gas is earned per tx
πΉhow much is minted and when
πΉhow TX fees compare to TX values
πΉhow much validators should stake
πΉhow long the hype loop actually lasts before tokens run out
And thatβs just part of it. The calculator is color-coded, visual, and clear.
Our client just needs to plug in real data, tweak the levers, and see the outcomes.
This is the kind of work we do at Simplicity - and the results our clients get.
It shows exactly how emissions behave based on different inputs, such as:
πΉhow many tokens are distributed per user
πΉhow quickly rewards dry up
πΉwhen the model becomes outright unprofitable
πΉevery starting and ending transaction
πΉhow much gas is earned per tx
πΉhow much is minted and when
πΉhow TX fees compare to TX values
πΉhow much validators should stake
πΉhow long the hype loop actually lasts before tokens run out
And thatβs just part of it. The calculator is color-coded, visual, and clear.
Our client just needs to plug in real data, tweak the levers, and see the outcomes.
This is the kind of work we do at Simplicity - and the results our clients get.
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Do you think massive trading volume is a good sign for a new token?
Then youβre missing the larger picture and here's what the charts don't show you.
Then youβre missing the larger picture and here's what the charts don't show you.
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Utilities, Economy, Tokenomics: Watch the Releaf Client Example
For our client Releaf, we designed their full token economy, supported the development of token systems, shaped key policy layers, and of course, built out the tokenomics.
In this video walkthrough, we break down:
βΆοΈ How to design utilities that actually align users and token holders.
βΆοΈ How to build an economy that scales without being gamed.
βΆοΈ How to structure tokenomics that investors, users, and exchanges actually trust.
Watch now:
https://youtu.be/ElOxLxN9OZY?si=LwIHUkO6Rq_JbNxC
For our client Releaf, we designed their full token economy, supported the development of token systems, shaped key policy layers, and of course, built out the tokenomics.
In this video walkthrough, we break down:
Watch now:
https://youtu.be/ElOxLxN9OZY?si=LwIHUkO6Rq_JbNxC
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YouTube
Utilities, Economy, Tokenomics: Real Client Example
Most founders massively underestimate how hard it is to design utilities, policies, and tokenomics.
In this walkthrough, we show you a real client example, a remittance Layer 1 protocol, and break down step by step:
1. How to design utilities that actuallyβ¦
In this walkthrough, we show you a real client example, a remittance Layer 1 protocol, and break down step by step:
1. How to design utilities that actuallyβ¦
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Binance carried 34% of all new token spot volumes in 2025 (with $133B YTD), but biggest volume doesnβt equate to best returns
Their volume dominance seems like a bullish indicator for new tokens... if you don't look at the charts.
Source
Their volume dominance seems like a bullish indicator for new tokens... if you don't look at the charts.
Source
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Is Solana really beating Bitcoin and Ethereum in 2025?
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How we helped a client cut cost per conversion by 3.2x
In this video, we share some tips and spill the tea on how we run ads for our marketing clients. Watch now to learn:
β Why Google Discovery Ads are the hidden gem
β How to use AI + keyword themes to guide Google
β How to filter out garbage traffic and double down on high-intent users
β Ad policy hacks: how to get campaigns approved
And more.
https://youtu.be/VNjXn2TTR8I?si=lzk6oIoLvpUJ7bAe
In this video, we share some tips and spill the tea on how we run ads for our marketing clients. Watch now to learn:
β Why Google Discovery Ads are the hidden gem
β How to use AI + keyword themes to guide Google
β How to filter out garbage traffic and double down on high-intent users
β Ad policy hacks: how to get campaigns approved
And more.
https://youtu.be/VNjXn2TTR8I?si=lzk6oIoLvpUJ7bAe
YouTube
How to Run Web3 (Crypto) Ads in 2025
Most people think keyword research is dead in 2025 but thatβs not true.
In this video, weβll share some tips and spill the tea on how we run ads for our marketing clients. Based on experience running campaigns for 120+ Web3 projects that raised $89M+, droveβ¦
In this video, weβll share some tips and spill the tea on how we run ads for our marketing clients. Based on experience running campaigns for 120+ Web3 projects that raised $89M+, droveβ¦
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