Simon Dedic
@sjdedic
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Founder & Managing Partner @MoonrockCapital
Joined December 2022
Memecoin volume down, tokenized stock volume up. Slowly but surely we may finally have reasons to take pride in our industry again.
Solana hit an all-time high of $29M in daily PreStocks volume yesterday. OPENAI drove 69% of volume, followed by SPACEX (12.6%) and ANDURIL (9.1%). Trading pre-IPO companies is quietly gaining traction and still feels underdiscussed.
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Love the energy amongst early stage VCs right now. Chests out, showing their conviction on crypto founders while the rest of CT larpers is debating whether crypto is over. Cycles come and go. But the people deploying at moments like this are the ones who actively shape the next
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This might be the craziest thing I’ve ever read on X. It was already painfully obvious that anything in crypto the Trump family touched was shady at best, but reading this just leaves you speechless. That’s an insane call out, I honestly can’t tell if it’s brave or just stupid.
I am a Web3 Ambassador at World Liberty Financial. There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance." 600,000 wallets bought our memecoin. They lost $3.87 billion. The family
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Love the energy amongst early stage VCs right now. Chests out, showing their conviction on crypto founders while the rest of CT larpers is debating whether crypto is over. Cycles come and go. But the people deploying at moments like this are the ones who actively shape the next
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Moonrock is one of the few cockroaches that will simply never give up on this industry. Est. 2019
The data from @dantwany tells the story pretty simply. The number of VCs deploying: 2022: 5,300+ 2026: <400 Down 90%+ As I noted in pre-seed/seed its worse. I got to ~30 below based on the QTs and from speaking with peers. Here is the list of who is still deploying for those
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Imagine paying horrendous valuations to invest in OpenAI because they were the obvious winner of the AI race. Then watching Anthropic quietly eat their lunch while your generational bet spends its time buying podcasts. There is no such thing as an obvious bet.
Anthropic's valuation just surged past OpenAI's in private markets Anthropic: $863,60B OpenAI: $846,11B
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A take on VCs, from a VC: Most crypto VCs will not survive the next 3 years. And honestly, good riddance. This industry has matured more in the last 12 months than in the previous decade. Real regulation. Real institutional adoption. Real revenue-generating products. Real
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A take on VCs, from a VC: Most crypto VCs will not survive the next 3 years. And honestly, good riddance. This industry has matured more in the last 12 months than in the previous decade. Real regulation. Real institutional adoption. Real revenue-generating products. Real
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Unpopular opinion: Crypto will outperform AI from here. AI is the consensus trade by now. Almost every single dollar today flows into it at peak hype and absurd valuations. At the same time, crypto is being priced like it's going extinct, while its fundamentals look stronger
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Reasons aside, this just shows me once again that there’s no such thing as ecosystem alignment, and that nothing really prevents ecosystem projects from simply migrating away. A very dark day for Bittensor and $TAO holders.
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„I am happy to bet $1 billion USD that: I am officially divorced.“ How are we supposed to be ever taken serious as an industry with stupid shit like this.
I typically ignore all these false claims attacks. But... You can apologize now. I am officially divorced. I won't post any legal docs online, as I respect privacy of my ex-wife, and I appreciate the time we spent together. I am happy to bet $1 billion USD (or any number you
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With all these experiments, we often can’t see the forest for the trees. But in reality, it’s really that simple: Use crypto rails and tokenization to make all of finance accessible 24/7 to anyone, anywhere in the world. Quadrillions.
tbh i see the vision for tokenized stocks now. you could have bought Anthropic preStocks and got the freest layup i've seen in my life. this is literally free money it seems clear to me that the ones most jaded about crypto, are crypto - whereas tradfi is seeing this and
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RIP to another few million employees. Just another Wednesday.
Introducing Claude Managed Agents: everything you need to build and deploy agents at scale. It pairs an agent harness tuned for performance with production infrastructure, so you can go from prototype to launch in days. Now in public beta on the Claude Platform.
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Since the Iran war started: ETH up 17% BTC up 9% SP500 down -0.5% Gold down -10% The asset class most people gave up on has not only decorrelated, but also started outperforming. Guess what comes next.
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The next 100x won't go to the person who found it first. It'll go to the person who held it longest. And that's why most of you will miss it. Again.
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News from the past few days: Iran reportedly accepting BTC payments for transit through Hormuz France requiring individuals with over €5k in crypto holdings to report to tax authorities Germany discussing restrictions on travel for military-age men The world is getting more
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Platinum is BACK. We went out and hunted down grails. The Claw is loaded. Starting with Aura Clash 👇
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Collector fundamentals vs $CARDS chart. Not sure I've ever seen an opportunity in crypto this obvious.
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