Simon Dedic

@dara_venture Not even the new AP x Swatch Royal Pop?!??

There is not one single thing on earth I would Queue for.

@davernandez 🙏🏼🙏🏼

Destiny rewards patience We overestimate our progress over 2 years, but underestimate ourselves under 10 The Clarity Act, ETFs, and tokenization are just the beginning

@davernandez Sounds like a winner to me

@sjdedic We’re in it for the long haul

Crypto will create more wealth in the next 10 years than it did in the last 10. But this time it’ll go to the people who deserve it, to those with real conviction and patience. Not to the mercenaries and farmers who confused being early with being smart.

@yrschrade Don’t tell the ZEC bros

@sjdedic Crypto will create more privacy in the next 10 years than it did in the last 10.

$MEGA vs $MON

Something interesting is happening with the Hyperliquid ecosystem. About a year ago, shortly after HYPE did its TGE, I had quite a few projects reaching out for funding building on Hyper. Almost all of them were just trying to chase the hype: lack of innovation, low-effort copycats with low-conviction founders. I didn’t take most of them seriously and, unsurprisingly, none of them are around anymore. That’s slowly but surely shifting. Recently a significant portion of our deal flow is actually decent founders coming up with genuinely interesting ideas on top of Hyperliquid, some even with existing products, real traction, and legitimate funding needs. The quality has completely changed. And it makes perfect sense. Hyperliquid did what every other chain tried and failed to do: they shipped a product so good that people actually wanted to use it. That attracted users. Users attracted liquidity. Liquidity attracted builders. Builders are now attracting capital. Meanwhile every other L1 and L2 is trying to buy their ecosystem into existence from the bottom up and wondering why nothing sticks. Hyperliquid built it top down. Product first. Ecosystem second. And it’s working. No grants program or desperate foundations throwing millions at mercenary devs. Just a great product and an organic flywheel doing the rest. Maybe more chains should try building something people actually want before spending billions convincing developers to pretend they care. Anyways, Hyperliquid, I guess.

The best thing happening in crypto right now that nobody talks about: Airdrops are dying. The fact that we spent years paying people to pretend to be users and then wondered why every token dumped -90% after TGE will be one of those ridiculous things where people look back in hindsight shaking their heads. Now projects are finally forced to stop optimizing for their token and actually focus on building a product that people want. This gives us real users, real demand, real retention. Even if some metrics on paper might not look as exciting as they did a few years ago based on fake data, this is probably the most bullish shift this industry has made in years, because it’s real. And the best part: we’re finally getting rid of all the pseudo builders and fake users who were only here to extract as much as they could. That alone should create a positive feedback loop that lifts the entire industry long-term. The industry is healing, even if it just doesn’t look like it on a chart yet.

In case you’re wondering why CEXs aren’t stopping the massive and painfully obvious scam pump and dump of $LAB: OKX, Gate, KuCoin, Mirana (venture arm of Bybit), GSR as their market maker: they’re all part of it. They’re sitting on a 323x of their early investment right now. So they have every incentive to look the other way, or worse, to actively contribute. These are the institutions that should be leading this industry forward. Instead they’re squeezing it dry every single day and wondering why there’s nothing left to grow.

The CLARITY Act just took a massive step forward and is now advancing to the full Senate. At this point, one of the biggest crypto catalysts ever increasingly feels like a matter of when, not if, it gets passed. As brutal and bearish as the past few years have been, I genuinely believe the final approval of CLARITY could send us into an equally powerful bull environment for several years straight. You can probably count on one hand how many times in the last decade I’ve truly felt like I was in the right place at the right time. This is definitely one of those moments.

@KobeissiLetter Crypto has never been more bullish

BREAKING: Bitcoin surges above $82,000 after the Senate Banking Committee advances the Crypto Clarity Act.

@WendlerTill 🙏🏼

@sjdedic Big ideas only work when people are willing to believe early. Grateful for the support from day one!

Leveraging crypto rails to create new assets and entirely new markets has been one of our core theses at Moonrock Capital. Watching peaq turn physical machines and robots into real world yield bearing onchain assets is genuinely exciting, as it’s one of the main reasons we backed them in the first place. Seeing this ambitious vision slowly but steadily come to life after all these years, and now tapping into a distribution platform like CoinList with millions of users, is pretty satisfying, not gonna lie. Similar to how TCGs and collectibles evolved into a massive new onchain category, I believe machines and robots will become an entirely new and exciting class of RWAs onchain. Mark my words.

@JasonYanowitz Full send it Yano

Calling it: Beginning of a new bull market Small signs here and there of life. Will become more obvious as the year progresses. Giddy up.

@telescopefi Big things coming

WE ARE NOW TELESCOPE! In January, we deprecated LobbyFi. While the protocol functioned exactly as designed, operating it exposed a structural flaw in DeFi: pure governance tokens are unproductive capital. You cannot effectively financialise an asset that lacks intrinsic economic gravity. The era of the zero-yield governance token is ending. Vote-escrow models solve this capital inefficiency by directly linking long-term liquidity commitments with verifiable protocol revenue. Influence in these systems is backed by continuous cash flows. Today, we rebrand to Telescope. Our focus has shifted to optimising capital efficiency across vote-escrow economies. We are building symbiotic liquid wrappers, beginning with the $AERO ecosystem on Base. Our architecture is structurally aligned with the protocols it supports. Instead of fragmenting governance, our infrastructure unlocks utility for locked positions while directly reinforcing the ecosystem's baseline economic security. We are moving away from abstract influence markets to focus on quantifiable, cash-flowing assets. Details to follow.

This is very interesting for several reasons: 1) A massive win for USDC in capturing the Hyperliquid market over USDT. Very bullish for Circle. 2) I was actually expecting the Coinbase x Circle marriage to fall apart sooner rather than later and turn into some kind of mess. But for now, they still seem very much aligned and continue to deepen their partnership. Bullish for both Circle and Coinbase imo. 3) USDH and Native Markets are going to be sunset over time because of this. Once again, this shows that there is nothing such as native ecosystem alignment anymore, not even in a community driven ecosystem such as Hyperliquid. In the end, users care about liquidity, distribution and the network effects that come with them. We’ll continue to see the crypto landscape consolidate like that. 4) Hyperliquid.

@MehdiFarooq2 It’s a bit questionable that you keep defending $LAB like this lol Happy for your 300x angel ticket, congrats Personally, I am just sick and tired of these stupid games.

@sjdedic Bro's a bit salty he missed out on a 300× angel ticket. For the sake of our industry, let's not share private DMs. A lot of VCs ask for unlocks, advisory tokens, and similar

A founder in my portfolio just told me something that made me smile: Every single competitor in their space is either already dead or about to die, as they’re running out of money. Meanwhile they’re profitable and growing, even if their token looks dead af. This is what bear markets are designed to do. Kill the weak and hand the entire sector to whoever survives. The next cycle will be won by the last ones standing. And the irony is that most of them are standing right now while you’re scrolling past their tokens at all time lows.