Devin Baker
@devinbaker.eth
Pinned
Comma Partners, October 2025 update
Vibes are bad. Prices haven’t looked great either. Bears are everywhere. The chop has been brutal.
Is it all over?
No.
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“We do not receive wisdom, we must discover it for ourselves, after a journey through the wilderness which no one else can make for us, which no one can spare us, for our wisdom is the point of view from which we come at last to regard the world.”
- Marcel Proust
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SightBringer
@_The_Prophet__
2mo
⚡️The generational wealth split is the central organizing force of the next twenty years of American politics, macro, and asset selection.
Here is the real geometry.
1. The US is not just unequal. It is locked.
People think this is:
•“old people are rich”
•“young people
Will Manidis
@WillManidis
2mo
its a broader point, but the Founding is probably the most understudied and under appreciated event of the modern era. at least in my view, its as close to a documented miracle as you can get.
good reflections from McCullough's "The Course of Human Events" (thx @elliotcohen) https://t.co/TAX1ayV81n
Why?
Why crypto?
Why Comma?
Because:
- World-changing technologies look like toys when they're just starting out. People thought "why does my pizza shop need to put its menu online" in 2000. In 2025, it changed the world. We're in the year 2000 for crypto.
- Crypto isn't just interesting, or a good investment. It te...
"Trading is a zero sum game inside a larger positive sum game.
Though every trade has a winner and offsetting losers, markets as a whole direct resources across space and time and help civilizations grow. The emergent objective of complex systems is usually only visible in hindsight.
If you get too cynical about the ...
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They run the same playbook. Every time.
Art of the Deal.
Send it.
Rapid Response 47
@RapidResponse47
3mo
.@SecScottBessent on China: "President Trump gave me a great deal of negotiating leverage with the threat of 100% tariffs on November 1st — and I believe we've reached a very substantial framework that will avoid that and allow us to discuss many other things with the Chinese." https://t.co/mUz1k9kZpu
huge edge still for people using Polymarket as their main source of truth vs. other media
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Comma Partners, September 2025 update
Much of crypto twitter still thinks that we're either in a bursting bubble or a crashing recession.
We don't.
We think we're in goldilocks. Strong growth, stable inflation, and rising liquidity.
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The world has always been a market.
A chaotic system where humans bring what value we have to bear to move life and society forward.
The internet has been our best tool for facilitating the world market.
Global, instant, frictionless. It's the ultimate market for human attention.
But huge gatekeepers take a massive ch...
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The call to excellence is one of the most human parts of us
And it's deeply uncomfortable
Up or out
I choose up
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