Simplicity Group Alpha

GTM Engineering: Data Enrichment A single data provider verifies an email for 55 to 70% of a B2B list. Chaining three or four in sequence takes that to 92%. So how do you build a contact database that reaches your whole market? We explore: ∙ Why the build starts with the ICP definition, not the list. ∙ What waterfall enrichment actually costs, per email and per phone number. ∙ Why coverage is regional, and how fast contact data decays. Read the full article here: https://x.com/SimplicityWeb3/status/2087875055241805914

The GTM Engineering Tech Stack, Layer by Layer A working GTM engineering stack costs from $300 to $1,500 a month. An enterprise version of the same six functions costs more than $200,000 a year. So what explains the gap, and which tools actually belong in each layer? We explore: ∙ The six layers of a GTM engineering stack, and the tools that dominate each one. ∙ Real August 2026 pricing, and the drawback every tool tries to hide. ∙ Three working stacks, from bootstrap to enterprise. Read the full article here: http://x.com/SimplicityWeb3/status/2087196283916198219

GTM Engineering Explained GTM engineer is a role that did not exist in 2022. Now LinkedIn carries more than 3,000 open roles, up 205% in a year but what is GTM engineering? We explore: ∙ What is GTM engineering? ∙ The economic implications that allowed GTM engineering to become established. ∙ What the future holds for GTM engineering. Read the full article here: https://simplicitygroup.xyz/blog/what-is-gtm-engineering

Over 2,000 investors have invested in a crypto round since January 2025, yet only around 250 have done five or more deals. We our sharing our internal tool that we've used to help our clients raise $2M+ in the last 3 months. Our Investor Matchmaker Tool helps: 🟢 Benchmarks against 2,500+ announced rounds: median, percentiles, where your target. 🟢 Finds the 12 most suitable lead targets, funds that have priced rounds in your category, ranked by recency and size fit. 🟢 Suggests the strongest 15 follow-on targets. Try it: investor-match.simplicitygroup.xyz Full walkthrough: simplicitygroup.xyz/blog/crypto-investor-matching-tool

We built a free token modelling tool to let you simulate your token price based on some tokenomics and buy pressure inputs. It runs a Monte Carlo simulation and showcases price, revenue, buy/sell pressure, emissions, and other useful data. Try it out here: https://tokenomics.simplicitygroup.xyz/ Video how-to: https://www.youtube.com/watch?v=dy0aFYTV_lQ

Two Logos Are Not A Partnership: Crypto loves to use partnerships for marketing, but two logos blasted on a post are not a real partnership. · Three tests before any deal: do the ICPs actually overlap, is there an integration that creates new revenue rather than visibility, and does the outreach match how the other side buys Examples of Good Partnerships: · Securitize x BlackRock: BUIDL passed 2.5bn dollars in AUM and paid over 100m in on-chain dividends, and Securitize turned the relationship into a 47m round led by BlackRock. · Legion x Kraken: Kraken reserves up to 20 percent of every sale for Legion, and the first sale, Yield Basis, raised 2.5m dollars at a 200m FDV. Full article here: https://simplicitygroup.xyz/blog/two-logos-are-not-a-partnership

We outlined our GTM approach for Digital Asset Businesses: • Five phases run as a loop: discovery, market penetration strategy, brand growth strategy, then execution on both. Rush discovery and every downstream decision compounds the error • Four arenas to penetrate, each on its own timeline and stakeholder: ecosystem, partnerships, clients, and capital • Warm intros beat cold outreach by roughly 10x on reply rate, and that ratio is what makes a small team's pipeline look like a much larger team's Article Link: https://x.com/SimplicityWeb3/status/2079203209890201973

Swap your name for a competitor's in your positioning statement. If it still reads fine, you do not have a position. What our article covers ∙ Three frameworks that work in combination: Dunford maps the components, Moore writes the 17-second statement, Ries and Trout choose the category ∙ Hyperliquid, Pendle and Ondo each created a subcategory they were structurally first in rather than fighting for "best L1" or "best DEX" Article link: https://x.com/SimplicityWeb3/status/2077333894714511397

GTM Campaign Highlight: Backpack Friday Points 󠁯󠁯• Backpack pays points every Friday based on that week's trading volume, with ranks that reward frequent repeat trading over a single whale-sized trade, all pointing at a confirmed 25% community token allocation. 󠁯󠁯• 650,000+ KYC-verified users by October 2025, up from 500,000 in March 2024, and $363B in lifetime volume by January 2026. Why it worked: A weekly payout gives traders a reason to come back every seven days, so the reward builds a habit; a one-off airdrop pays once and the activity leaves with it.

Most teams do not have a customer problem; they have an ICP problem. What our article covers ∙ Forrester: a clearly defined ICP drives 68 percent higher account win rates and roughly 3x sales productivity ∙ Lenny Rachitsky's finding across 30+ B2B founders: winning ICPs use three attributes, no more (how Gong, Snyk and Canva did it) Read here: https://x.com/SimplicityWeb3/status/2076603304570757145

Bit late on this one, but what happened to Bonk is a simple case of misaligned incentives, where the protocol opted for rewarding malicious behaviour with $20M instead of penalties. Our Co-Founder Alex talks about what happened exactly, and why DAOs are bad in most cases, and why they should be designed with care in cases where they're good (like Bonk). Read here: https://x.com/Alex_Fatuliaj/status/2075994201137840498

Dollar Shave Club Launch Video: GTM Campaign Highlight 󠁯󠁯• Launched with a 90-second YouTube video that cost $4,500, mocking overpriced razor brands and pitching blades at $1 a month 󠁯󠁯• 12,000 orders in the first 48 hours; 3.2 million subscribers and a $1bn cash exit to Unilever by 2016 󠁯󠁯 It worked because the video was the positioning statement: it named the enemy, the buyer and the alternative in 90 seconds This shows that businesses should spend on sharpening the message, not amplifying it; a position that clear distributes itself.

MiCA came into law on the 1st July, meaning compliance is now a legal requirement. If you're launching a token and want to target Europeans, you need to make sure you understand all the necessary steps. What it covers 󠁯󠁯• MiCA classifies your token by what it does, not what you call it, and putting it in the wrong class (utility, ART, EMT) is a €5M mistake. • All 27 EU states and any project with EU users falls under (unless user found token by itself). • Fines run to €5M or 12.5% of turnover, whichever is higher, plus €700k per director and a ban from management. Full article here: https://simplicitygroup.xyz/blog/mica-tokenomics

Our co-founder Daniel wrote an article prediction markets, and the only bull case that matters for them. At first glance they look like nothing more than a new venue for degens to gamble on. Look closer and they are a financial instrument reshaping how businesses hedge risk; the same job handed to options, which now sit beneath $846 trillion of derivatives. Far-fetched? The parallels to the rise of options are hard to miss; history doesn't repeat, but it most certainly rhymes. Read the full article here: https://x.com/Simplicity_Dan/status/2071909529856483546

The industry matured from 'crypto' to digital assets, and a brand built for the earlier market is not fit for the one replacing it. We've been constantly building, learning, expanding, and with it so have our clientele, from crypto projects tinkering with code to publicly traded companies with millions in revenue. Our branding had to elevate, from simplicity to institutional trust.  Whilst our trusted globe was a key part of our branding, we believe the word Simplicity has enough gravitas to stand on its own. Our network spans every continent and our work has reached more than half the countries on the planet, so the mark no longer has to make that case for us. Same people, same thesis, sharper expression. From a London tokenomics shop to an international digital asset consultancy. Onwards and upwards. New website: www.simplicitygroup.xyz  Rebrand article: https://x.com/SimplicityWeb3/status/2071518726600446209?s=20 Rebranded by LKI - @marynabarysheva.

Channel photo updated

CEX listing is graduation, not growth; you have already raised, built a community, and shipped product before you even start the conversation. Negotiation begins months before TGE, and your listing manager is the 1% relationship that decides whether your token clears T1 or sits in tier-3 limbo. Upbit alone takes months of community prep, and perps are the volume lever you build pre-spot when the day-one order book is thin. Benedetto Biondi, Founder of Folks Finance, delivered a lecture on the real mechanics of CEX listings: the building model of valuation that puts CEXs at the top of the stack rather than the foundation, what exchanges charge in security deposits, token percentages, and fiat fees, and the tokenomics patterns that get projects listed today (postponed unlocks, longer cliffs, 0% TGEs, and CEX multisig holds). Watch the full lecture here: https://www.youtube.com/watch?v=Rs_XVoxJkC4

Picking a launchpad is not really a choice between launchpads; it is a choice about how you want to trade money for distribution. CEX launchpads leave the founder with 60 to 80% of what's raised; decentralised vehicles leave 93 to 97%, curated 90 to 95%. The difference is who shows up to your TGE and what you net at the end. FDVs across the board are too high, and an open auction is the only mechanism that lets the market price you honestly. Matt O'Connor, Co-Founder of Legion, delivered a lecture on the four launchpad vehicles (CEX, decentralised, curated, airdrop), why retail is more vesting-sensitive than VCs and how that should shape your round, and what moves the needle at TGE: day-one Binance plus Coinbase or Kraken, Upbit follow-up, market maker retainers, and OTC desk access. Watch the full lecture here: https://www.youtube.com/watch?v=emryqlnpCJc

Building with no exit in mind, then trying to engineer one at the last minute and discovering the acquirer was never going to buy what you built is all too common. Acquirers pay for revenue, EBITDA, users, volume, AUM, licences, and defensible tech; they will not touch ideas, moatless tech, fake users, or expired narratives. The cap table, the IP documentation, and the KPIs you set on day one are what determine the multiple, not the pitch you make on day 1,000. Harison Frye, Co-Founder of Acquire Fi, delivered a lecture on building for acquisition from day one: the real valuation ranges (2 to 10x revenue, 2 to 15x EBITDA, AUM and licence multiples), the deal structures that decide founder net (asset sale, share sale, acqui-hire, token dissolution at close), and what drives exchanges, market makers, and institutions to acquire in the first place. Watch the full lecture here: https://www.youtube.com/watch?v=k5Hnnud83Mw