Founder & Managing Partner @MoonrockCapital
- Tweets 13,342
- Following 2,515
- Followers 50,780
- Likes 84,947
Pinned Tweet
This is not just a new profile pic.
It's a strategic move as much as a symbolic one, as it means the end of an era for me.
Degen culture wasn't wrong. It was the most fun I've had in the crypto career I started in 2017, and it built everything we're standing on. Hence, it will always be part of our identity over at Moonrock Capital.
However, the next decade doesn't get won with pseudo-anon accounts and comic pfps. It gets won with fundamentals, real track records and real people willing to sign their name under their conviction.
It's time to grow up, say goodbye to an incredible era and start embracing what's ahead. Time to play serious games with serious people, and double down on what actually creates value and compounds.
Costume's off. Fundamentals up.
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Simon Dedic retweeted
Just finished accumulating a bigger solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS position on the open market.
Very bullish on the overall trend of tokenized equities, and I genuinely believe the supply here grows another 100x from here, led by @solana.
I've been thinking a lot about how to best position for this. I'm a big fan of what Backpack, Securitize and co are doing, but I'm still hesitant on the business model and monetizability of the issuers, especially at these valuations.
Much more interesting to me are the businesses and protocols actually built on top of that layer, the ones that benefit massively from this secular trend.
DEXs are the obvious play here, but what has excited me far more is @kamino.
I'm usually not overly excited about lending businesses, but they made the move into tokenized equity lending early and have been dominating market share ever since. As I expect this market to grow orders of magnitude from here, there's a realistic path for Kamino to massively expand their business in a positive-sum way, and a real shot at rivaling Morpho. Especially since I expect tokenized equities to keep being led by Solana, which Kamino has already proven it can dominate.
Beyond that, the recent hire of @WeiszM is massive, and in my opinion still overlooked. If you want to dominate the upcoming institutional adoption and the influx of trillions in capital as an onchain financial business, you need someone at the top who not only speaks the TradFi language, but has the background and network to actually get the right things moving and open the right doors.
Let's see how this evolves, but definitely one of the more interestingly positioned DeFi protocols right ahead of a massive DeFi supercycle.
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Unpopular opinion:
Former DePINs might be some of the most undervalued AI plays right now.
Yes, DePIN had a lot of issues, and hence a very underwhelming token performance. The negative association is definitely understandable.
But what most people don't realize is that thanks to those token incentives, most of these projects are now sitting on incredible data pools. Exactly the kind of data pools the biggest frontier AI labs have insatiable demand for, since data is their single biggest bottleneck in winning the most important tech race humanity has ever seen.
Just to name a few:
@silencioNetwork - $SLC
@OVRtheReality - $OVR
@NATIXNetwork - $NATIX
@grass - $GRASS
And probably a bunch of exciting ones I don't even have on my radar yet (if so, please DM).
I know in fact that these are already working with leading AI labs or well-known big tech companies as actual paying clients, generating serious offchain revenue. More than most of your favorite shitcoins do. And if you do your research, you'll understand that it takes time for that offchain revenue to accrue, but there's strong commitment to route it back to their tokens.
I know it's hard, but instead of chasing memecoins or bidding the same 5 hyped onchain businesses everyone already knows, I can only strongly recommend digging deeper here.
Generational opportunities to be found in DePIN, or whatever you might want to call it nowadays.
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Just finished accumulating a bigger solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS position on the open market.
Very bullish on the overall trend of tokenized equities, and I genuinely believe the supply here grows another 100x from here, led by @solana.
I've been thinking a lot about how to best position for this. I'm a big fan of what Backpack, Securitize and co are doing, but I'm still hesitant on the business model and monetizability of the issuers, especially at these valuations.
Much more interesting to me are the businesses and protocols actually built on top of that layer, the ones that benefit massively from this secular trend.
DEXs are the obvious play here, but what has excited me far more is @kamino.
I'm usually not overly excited about lending businesses, but they made the move into tokenized equity lending early and have been dominating market share ever since. As I expect this market to grow orders of magnitude from here, there's a realistic path for Kamino to massively expand their business in a positive-sum way, and a real shot at rivaling Morpho. Especially since I expect tokenized equities to keep being led by Solana, which Kamino has already proven it can dominate.
Beyond that, the recent hire of @WeiszM is massive, and in my opinion still overlooked. If you want to dominate the upcoming institutional adoption and the influx of trillions in capital as an onchain financial business, you need someone at the top who not only speaks the TradFi language, but has the background and network to actually get the right things moving and open the right doors.
Let's see how this evolves, but definitely one of the more interestingly positioned DeFi protocols right ahead of a massive DeFi supercycle.
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hope one or the other listened to me a month ago or at least had a proper look at what @peaq was cooking
beautiful chart that meets even more beautiful fundamentals
a fun few months ahead for ethereum:0x1eef208926667594e5136e89d0e9dd6907959197 and onchain robotics
Time to talk about @peaq again.
As one of their bigger investors, I was probably known as THE loudest peaq supporter on the timeline for a long time. The vision back then was genuinely one of the most exciting in the space, and I stood behind it fully.
But then two things happened:
1) I lost belief in the economic viability of new L1s / chains
2) I wasn't really happy with the execution of the team
I had many discussions with the team about it and told them exactly how I felt. And while I kept my bag, I also couldn't keep being max bullish every day in good conscience.
So I went quiet.
But that has now changed, and here's why I'm genuinely hyped again.
They made the single most important decision they could have made: they stopped trying to be another L1. Instead they refocused on what they're actually uniquely good at, turning every machine and robot in the world into a full financial actor and asset. Omnichain, and in collaboration with some of the best ecosystems out there rather than competing with them.
That shift changes everything. Instead of fighting the impossible chicken-and-egg battle of bootstrapping an L1 from scratch against @solana and @base, they now plug into every chain and go straight after an insane market that hardly anyone else is positioned for.
They paired it with a clean new economic model that finally makes the flywheel obvious and clearly ties the value they are creating to their token: every machine or robot onboarded onchain directly increases demand for $PEAQ, while compounding the network effects of peaqOS and widening their moat.
Real usage driving real value, not narrative. And this change will be visible very soon.
It got quiet around them, and the team did that on purpose. They chose to laser focus and start underpromising but overdelivering. What they've quietly built over the last 6-12 months is genuinely impressive, and the first dominoes are now starting to fall. There are a lot of strong news and announcements in the pipeline, and I'd be surprised if they didn't pull off a spectacular comeback as those get released one by one over the coming months.
Huge credit to leaders like @WendlerTill and @MartinElKhouri for the execution it took to get here. The markets didn't necessarily make this an easy pivot, but they made it with clearer eyes and a stronger vision than ever before.
Without a doubt still one of the most interesting plays at the intersection of crypto x the agentic / machine economy x robotics, which is arguably one of the most exciting intersections to bet on right now.
Expect me to be a lot louder around peaq again.
money & machines.
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After all, Binance listing Hyperliquid.
Is this the top of a legendary $HYPE run?
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In 2024, the US government was running an all-out witch hunt against all crypto companies, trying to regulate them out of existence.
Today, that same government is weighing a plan to actively promote US dollar stablecoins around the world, treating them as a strategic tool to defend the dollar's reserve status.
from public enemy to financial infrastructure of national importance, in less than 2 years
most people can't even comprehend how far we have come, and how much further we will go.
NEW: The Trump administration is exploring an initiative to promote dollar-backed stablecoins abroad, according to Bloomberg.
The US government is looking at supporting stablecoin projects through joint ventures with private firms to reinforce the dollar's dominance and boost demand for US Treasuries.
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This is absolute insanity. onchain TCGs are heating up again, and like never before, as it’s also the marketplaces that are picking up traction in a big way.
First @Collector_Crypt broke the onchain record with a $600k Charizard sale.
Then they immediately topped it, with a $64k Lugia sale and yet another record Charizard sale at $825k.
and now let this sink in:
Just a few hours later, @Beezie didn't just break the onchain record, but the world record.
$1M for a 1st edition Charizard from 1999.
Everything fully transparent onchain, ridiculously low fees, and settled instantly without needing to trust a middleman.
Congrats to the chad seller @dcfgod.
I want you to realize that this has always been the bull case for these platforms. the gachas were just the gamified way to attract collectors, and now they're realizing how vastly superior these marketplaces are to eBay, Goldin and co.
Soon there will be billions settled on these marketplaces.
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Top is not in before @LoganPaul hasn’t done a 8-figure purchase onchain btw
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btw world record has been settled on @base, you better appreciate this guys @brian_armstrong @jessepollak @cobie
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nonsense is dead.
long live onchain businesses.
welcome to the new era, the last and biggest one to date.
Been true for 2+ years... still true... will always be true. Stop letting the "Four Horsemen of Incompetence" (Exchanges, VCs, Market makers and the media) gaslight you into thinking the nonsense L1, L2 and memecoins have economic value.
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Currently rebalancing our liquid book and adding 1-2 positions to be perfectly positioned for what's ahead.
People really don't get how many incredibly exciting onchain businesses are out there right now, still overlooked and massively undervalued.
Never thought my biggest problem would be having too many exciting options on my radar. Spoiled for choice instead of scraping the barrel.
There's truly a golden age ahead for those being positioned today instead of waiting for it to be obvious.
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People are freaking out over the Grass announcement, realizing that revenue can also be offchain and still be real.
Realizing that some of what we called "DePINs" a few years ago are now actually some of the most interesting data startups out there, working with leading frontier AI labs.
Realizing that not all token founders are scammers, and that if you do the right diligence, you can actually find heavily overlooked tokens trading at ridiculous multiples to their business, while being in hypergrowth and accruing 100% of that value.
$GRASS is up 20% on this announcement, and nothing has even changed. Just people waking up, thanks to great investor communication and transparency.
This is exactly why I'm so excited about $SLC and @silencioNetwork. They literally check every single box above, except that given their low FDV, the ratio is even much better, and people are even less aware.
Who knows for how long that will still be true.
Grass DataCo Ltd., a wholly owned subsidiary of Grass Foundation, provides data infrastructure to leading AI labs training frontier models.
We're publishing an independent attestation of its revenue through Q2 2026, conducted by Regen Financial.
Full report: grass.io/resources/grass-att…
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Do you realize how huge this could become for smaller onchain tokens?
550 million monthly X users being able to discover and buy assets directly from the app they already use and trust every day.
right now it might still route through brokerages, but the moment this goes truly native and onchain, the friction disappears entirely.
no shady CEX account first.
no shitty wallet to download and fund with gas before you can buy something on an AMM you've never heard of.
this could multiply today’s number of onchain users without them ever even realizing they're onchain.
just in time for the biggest cycle ahead.
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Fiat onchain.
Equities onchain.
Commodities onchain.
yeah I mean even freaking Pokemon cards, watches, comics, luxury goods and dinosaur skeletons onchain.
has it ever been more obvious that bringing the entire financial system and every asset class onchain is about to become reality?
incredible to see the vision we've been fighting for for almost a decade now playing out in real time, going nowhere but up and to the right in full hypergrowth mode.
and yet, we're still so early.
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Pretty excited to see Beezie bringing luxury as a new asset class to collectible capital markets on Solana, together with The Luxury Closet as a trusted distribution partner already serving millions of users across 80+ countries.
I think most people still don't understand how much this new pie has left to grow, both vertically and horizontally, before we even see the beginnings of real competition among the top onchain collectible platforms.
100x growth ahead of us.
The Luxury Drop.
500 boxes.
$500 each.
1 authenticated luxury piece in every box.
reveal it. redeem it. or get an instant SWAP offer.
Sept 24 · 9AM ET
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Let's have a moment of silence for everyone who left crypto over the last 12 months.
for all the convictionless VCs and investors who decided to chase AI or defense instead.
for all the "genius" builders who stopped building the second it wasn't easy quick money to launch a token anymore.
for all the KOLs whose entire business model was engagement farming on the timeline.
and for all the retail who gave up at the absolute bottom because they couldn't keep their emotions in check.
no sympathy for any of you. you quit at the worst possible time, and your exit is one of the reasons the ones with actual conviction are winning right now.
just getting started.
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Simon Dedic retweeted
What we need asap - please share:
1. Wolof-Speaking Crypto Community
2. Arabic-Speaking Crypto Communities - all Arabic-speaking countries.
@silencioNetwork Silencians please share! We have ongoing projects that will need support and receive payments now!
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