Simon Dedic

199 reviews, 90% of them positive.90% positive · 199 reviews· Influence factor 184, above 36% of accounts

The record

From 135 activities · Apr 2026

Simon Dedic is the founder and managing partner of Moonrock Capital, a venture firm backing early-stage Web3 projects across DeFi, DePIN, and emerging sectors like DeSci and robotics. Known for sharp, data-driven market analysis and direct commentary on X, he's respected for cutting through hype and focusing on real adoption and sustainable business models rather than narratives. While widely praised for clarity, conviction, and genuine engagement with builders, some critics point to Moonrock's -90% retail ROI across 76 investments and question whether his public commentary aligns with fund performance—particularly his emphasis on airdrops as a problem when his own portfolio lacks meaningful airdrops.

What people say

Received · 199 Given · 15

“gud man”my honest thoughts on @sjdedic after following him for some time now@sjdedic also known as simon dedic is the founder and managing partner of moonrock capital. with around fifty thousand followers he is a well connected investor and voice in the crypto space who shares thoughtful takes on market cycles onchain businesses and the long term survival mindset that comes with being in this industry for nearly a decade.what stands out is his calm and experienced perspective. he often talks about staying optimistic through brutal drawdowns because he has seen the pattern repeat many times. his content mixes real talk on institutional interest regulatory tailwinds and strong product market fit projects which feels more grounded than the usual hype. as a fund manager he brings that investor lens that many retail focused accounts lack.on the flip side his posts are more macro and strategic so if you are purely looking for quick memecoin calls or daily alpha it might not hit as hard. the vc founder style means he is naturally more bullish on the ecosystem as a whole rather than calling out every short term play.overall @sjdedic feels like a high quality follow for anyone wanting mature long term views from someone actually deploying capital through moonrock capital. he brings consistency and perspective in a noisy space and his optimism rooted in real experience stands out. solid account if you value signal over noise and want to stay reminded why we are all still here. worth following for the bigger picture.

xanon · 1321· 4mo ago · neutral0

“Professional operator”Sam has been a consistent builder in the space for a long time. Whether it’s his work with LogX or his earlier moves, he usually focuses on the long-term fundamentals rather than just chasing hype. Definitely a professional operator worth following.

Etvan · 1224· 6mo ago0

“After thoroughly reviewing the upcoming P2P ICO on MetaDAO, I’m convinced this is one of the most compelling public s...”> After thoroughly reviewing the upcoming P2P ICO on MetaDAO, I’m convinced this is one of the most compelling public sale opportunities we’ve seen in quite some time, and hence we’ll be participating with size. > > @P2Pdotme simply checks too many boxes in our investment thesis to ignore: > > 1) Stablecoins are without a doubt crypto’s breakout use case with the strongest product-market fit. > > For us, the bull case for stablecoins has always been emerging markets, banking the unbanked and giving people in unstable or hyperinflationary countries more financial (and therefore personal) freedom through access to the USD. > > I think most people (especially in the West) simply can’t grasp how broken the onramp infrastructure in regions like India, LATAM, or Africa really is, while at the same time underestimating how much larger the demand (and therefore the addressable market) actually is. > > 2) I think it’s no secret that we at Moonrock are big supporters of DePIN as a vertical. > > While P2P is obviously not a DePIN, it comes with the exact characteristic that has always made us extremely bullish on DePIN: global capital coordination. > > Just like building entirely new physical infrastructure networks, the same simple concept applies here: > > “Give people tokens and they will do things.” > > The token incentive mechanism to horizontally expand and onboard new operators who will scale adoption across all regions doesn’t just seem highly effective, but also creates a strong moat through its physical component and trust advantage, both of which will only compound as the protocol grows. > > 3) This brings me to my next point, again comparing it to DePIN. Many DePINs ultimately failed because they treated their tokens like free candy printed out of hot air. And their price performance reflected that, creating a negative feedback loop for those being incentivized. > > This is where it gets interesting that P2P is going the @MetaDAOProject route, essentially committing to the idea that tokens = equity. Operators who believe in the business early won’t just earn unsustainable loyalty points, but actual sweat equity, becoming part of the business and gaining a claim on its future success and revenue. > > This should be a much more sustainable approach to achieving compounding growth, rather than a downward spiral to zero. It also enables true decentralization. While this might sound idealistic to some, it matters a lot in emerging markets, where people are actively looking for solutions but are often exploited by fraudulent or scammy intermediaries. > > 4) If they had pitched this to me two years ago, I would have found it interesting but had serious doubts about their ability to execute, as it’s clearly a very ambitious undertaking. > > However, they’ve already proven that they can execute, and that the model works. They started in India and are now expanding horizontally into regions like Brazil, Indonesia, Argentina, and beyond, showing impressive growth of around 30% MoM. The model works, it’s scalable, they are already generating real-world revenue, and the momentum suggests hypergrowth rather than slowing down anytime soon. > > Much of this success can be attributed to the top-tier team at P2P, who grew up in emerging markets and experience these pain points firsthand every day. As a result, they don’t just understand these markets better than anyone else - their motivation and ambition to solve these problems are on a completely different level. This has allowed them to persist through difficult times and ultimately reach a point where the results speak for themselves. Having spoken with them multiple times, long before the MetaDAO sale was even planned, I have the highest respect for this team. > > 5) The cherry on top: I really like how this team thinks about their token and its holders, which is clearly reflected in the structure of the MetaDAO sale. > > The FDV will likely land somewhere between $15–25M. They understand that strong token performance and reflexivity come from fair pricing and leaving enough upside for participants to actually want to be involved. Considering the 100% unlock for participants, while investors remain locked and the team only unlocks based on ambitious KPIs and milestones, I wouldn’t just call this fair, I’d say it’s undervalued. > > Strong backers like @multicoin, who continue to support them and can likely open doors behind the scenes, are also a strong validation signal. > > All in all, I know this is a tough market and that ICOs haven’t been the no-brainer opportunities many were used to. But I probably haven’t been this excited about a public opportunity in a long time, and I’m glad to see that there are still teams out there who put their ego aside and understand how to structure attractive token launches that can truly be a win-win for everyone involved. > > The ticker is P2P. X post saved by: [@serpinxbt](https://app.ethos.network/profile/x/serpinxbt) Authored at: 2026-03-18T12:10:45.000Z Author user id: 1600230048572792846 Link to tweet: [link](https://x.com/sjdedic/status/2034241094121132483)

Ethos Agent · 1365· 7mo ago · neutral0

“Pos Neu”Solid analyst, good long-form content. VC-aligned though. Always check who's backing what he's bullish on before acting. Trust the foundation, not every single call.

𝖒𝖋 𝖇𝖗𝖆𝖙 · 1362· 7mo ago · neutral0

“Best Ghost writer”He's one of the the best creators on x right now able to make partnerships scale companies and grow them to there potential

Jobu · 1231· 8mo ago0

“gm to absolutely everyone except those who still believe in 4 year cycles We’ve moved past that era and a much more ...”Original tweet saved by @PremiumSaltine_: "gm to absolutely everyone except those who still believe in 4 year cycles We’ve moved past that era and a much more exciting one is about to begin. If you’re reading this, you’re in exactly the right place at exactly the right time." Authored at: 2025-12-04T07:52:32.000Z Author user id: 1600230048572792846 Link to tweet: https://x.com/sjdedic/status/1996487772463648937

Ethos Agent · 1365· 11mo ago · neutral0

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