Simon Dedic

Founder & Managing Partner @MoonrockCapital

[Simon Dedic @sjdedic]

@toly 10x capacity

100x adoption

[toly 🇺🇸 @toly]

We really just need to 10x capacity and all the other problems will become secondary

[Simon Dedic @sjdedic]

@SolNFTs very based retweet

[Simon Dedic @sjdedic]

@world_xyz @toly @rajgokal @Pedromiranda @solana @SolanaSensei @vibhu @yo_itsmatt @harkl_ @lagunacarta sounds like a nice TAM

[Simon Dedic @sjdedic]

Kind of impressive how Solana is continuously pushing their daily average transactions per second to new ATHs while market sentiment is at absolute lows.

This is particularly interesting to me as we are not talking about the memecoin bubble in 2024 here, but about today which is mainly driven by fundamentally promising initiatives like tokenized stocks, collectible RWAs etc.

I was very bullish on Base as an ecosystem the last few years too, especially as they have a strong value proposition with Coinbase and the necessary resources to make it work, but it feels like the lack of support and focus from the foundation is slowly but surely fumbling their position. At least, this is what I have heard from many founders building on Base who have subsequently migrated to Solana instead.

At this point, I don't see many reasons anymore why founders should not just build on Solana where the combination of distribution, liquidity and culture is the strongest.

Especially not aLiGnMeNt.

[Simon Dedic @sjdedic]

@world_xyz @toly @rajgokal @Pedromiranda @solana @SolanaSensei @vibhu @yo_itsmatt @harkl_ @lagunacarta no clue who tf you are, but sounds like a QRT for you

[Simon Dedic @sjdedic]

@0xSammy yeah obviously, but that's a no go still

[Simon Dedic @sjdedic]

I thought CEXs were the worst, but KAST seems to top it all.

Imagine not only losing ownership of your assets, but effectively turning a transfer into a taxable event on top of that.

This shit just raised 80M at a 600M valuation lol.

[Mike Silagadze🛡 @MikeSilagadze]

Kasthole scammer

[Simon Dedic @sjdedic]

The dual token vs equity structure is probably the single biggest problem in crypto right now, and nothing but regulatory clarity will solve it properly and for good.

In the meantime, transparency frameworks and investor relations like Blockworks‘ are the single best way to bridge the gap: making tokens more investable and rebuilding trust.

My bet is that once we finally get the regulatory clarity we need, Blockworks will have established itself as such a critical instance that even regulators won’t be able to route around them.

That’s what I call a moat.

[Blockworks @Blockworks]

It's simple: we believe tokens with dual equity/token structures but all value accrues to the equity while tokenholders get hot air is fundamentally untenable.

The sooner Clarity Act gets passed, the easier it gets to solve this. But we're gonna fix it anyway.

[Simon Dedic @sjdedic]

The last few years the whole timeline was cheering for @saylor buying infinite amounts of Bitcoin.

Today, Strategy selling $BTC is likely one of the best news everyone was just waiting for lol.

[Strategy @Strategy]

Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves.
https://t.co/BjIBxLmI3Q

[Simon Dedic @sjdedic]

@onchainmo which tokens are you excited about?

[Simon Dedic @sjdedic]

Nearly 1 million people lost a combined $3.81 billion on the $TRUMP memecoin.

Let that number actually sink in:

That’s roughly $3,800 gone per person on average. For a huge share of them, that’s likely more than they hold in their entire savings account.

It’s nearly half the size of the entire FTX collapse. FTX took years and an intricate web of fraud to blow up.

It’s larger than the total losses of most of the biggest crypto hacks in history combined. Except there was no hacker here. Just a token launched over the weekend by a sitting president.

And unlike every other scandal in this industry, nobody is getting charged, while others get prosecuted or sitting in prison.

[Cointelegraph @Cointelegraph]

🚨 LATEST: Nearly 1 million $TRUMP memecoin investors have lost a combined $3.81 billion through June, per NYT.

[Simon Dedic @sjdedic]

@serpinxbt @TuomHolmberg @mdudas @AresSprout Will you promise to do forever automatic and transparent buybacks with Ethos?

[Simon Dedic @sjdedic]

People dumping $CARDS, one of the most successful onchain businesses ever built trading at a 1.9x P/E, in order to buy a memecoin that has no fundamentals and just did like a 2000x in a week.

Imagine having survived the toughest bear market of all time just to hand it all back to the casino.

Again.

[Simon Dedic @sjdedic]

@DeFi_Dad Will we never learn?

[Simon Dedic @sjdedic]

@_0xghost_ Mentioning memecoins are stupid and that it won’t end well

Still happy for people who made money

If this is retarded then yes, am retarded af

[Simon Dedic @sjdedic]

@TuomHolmberg @mdudas @AresSprout

[Simon Dedic @sjdedic]

@ashrobin Chad

[Simon Dedic @sjdedic]

Not sure what I can share and what not to be frank

What I can share is that I haven’t come across many teams in my career that are that committed to their token

Knowing them for years and having tons of discussions with them about this, I, as an investor, feel very comfortable considering the equity worthless and the token THE vehicle for full value accrual

[Simon Dedic @sjdedic]

@AresSprout Not programmatically, but yes