Simon Dedic@sjdedic · 2026/08/27政策影响Ethena and @gdog97_ are a prime example of the kind of project that will succeed over the next decade:
1) A highly committed founder / team who executes and innovates non stop
2) Actual product market fit, offering something the market is genuinely willing to pay for
3) Aligns the token with the success of the business, and treats its holders as real stakeholders rather than exit liquidity
4) Underlying fundamentals / cashflows strong enough that demand for the token structurally outpaces supply
Run this playbook and you have a very good shot at becoming a multi billion dollar company in a secularly growing industry where being genuinely good and committed is still rare enough to make you an outlier almost by default.
Ignore it and you go to zero.
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Simon Dedic@sjdedic · 2026/08/27赛道影响gotta <encrypt> ‘em all
great to see our two portfolio companies @Collector_Crypt & @Arcium joining forces to bring more privacy to collectors.
All the advantages of collecting onchain, just without the tradeoffs.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Simon Dedic@sjdedic · 2026/08/27观点输出We’ve known this for a while now, it just took time to become reality.
The bull case for crypto has always been to abstract it away and let people use it without even realizing it.
If you’re building consumer use cases today and you’re not optimizing for mobile and onboarding non-crypto people, you’re not gonna make it.
Boomers won’t download wallets and start learning crypto, and while GenZ might be more open to it, they have zero patience for desktop.
fomo and Pump are some of the best examples obviously, and I expect a plethora of great mobile apps to bring in hundreds of millions of users over the next few years.
dapps are dead, long live apps.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Simon Dedic@sjdedic · 2026/08/27赛道影响@IM_SimonAmery @TuomHolmberg I don’t see how competitors releasing tokens would be a huge risk
However, just another reason to expand beyond Web3
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Simon Dedic@sjdedic · 2026/08/26观点输出@TuomHolmberg I appreciate you ser.
Just helping people out there to connect the dots, for what’s one of the most investable assets in this industry imo.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Simon Dedic@sjdedic · 2026/08/26观点输出@kakarottoswoosh Agreed!
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Simon Dedic@sjdedic · 2026/08/26观点输出@Bluntz_Capital 🫡
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Simon Dedic@sjdedic · 2026/08/26观点输出@Bluntz_Capital Appreciate that chad 🙏🏼
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Simon Dedic@sjdedic · 2026/08/26观点输出@joeyreinberg_ Team has hinted several times that they are treating the token as equity.
As an investor at Arca, is it non negotiable for you to see buybacks? Don’t you think it’s rather hurting early stage startups in their growth?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Simon Dedic@sjdedic · 2026/08/26观点输出@Collector_Crypt Legends
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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