Devin Baker

@devinbaker.eth

253 Following

913 Followers

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@devinbaker.eth

Introducing Comma Partners A relational partnership investing at the frontier of technology, culture, & capital https://paragraph.xyz/@comma/comma-partners

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@devinbaker.eth

Still stacking Today was a big day

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@devinbaker.eth

https://warpcast.com/devinbaker.eth/0x0ba751f6

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What in god's name do we call this pattern?

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Update 10-year will force everyone's hand Fed, Treasury, & Trump

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@devinbaker.eth

One of the main reasons: volatility increases as a result of emotions driving more & faster change As barriers trade lower, we can act on the smallest of whims Two things are true: 1. Short-run: markets can be more irrational 2. Long-run: markets can be more accurate

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As capital markets get freer, faster, and cheaper Long-term thinking becomes even rarer

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Unlike what we see touted most places these days, I think both are true: - American Exceptionalism is still alive and well - In the next 10 years, there will be less capital invested in the US than there has been in the prior 10 years

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Call me crazy but I think chances are higher than 12% that we get a rate cut in June

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Adventure is divine Full essay ⬇️ https://www.comma.org/p/adventure

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@devinbaker.eth

The way Trump works breaks people's framework He makes "experts" and forecasts irrelevant To understand him, zoom out way beyond forecasts Look to the second derivative and, counterintuitively, think longer-term

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This jump is crazy, and shows that even "experts" don't really know

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My favorite YouTube channels for vibey music while working: https://www.youtube.com/@onemusicmedia1mm/featured https://www.youtube.com/@putyouon.bystevecardigan

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@devinbaker.eth

A short story of human history separate church + state ⬇️ church & state ⬇️ separate church + state ---- separate money + state ⬇️ money & state (we are here) ⬇️ separate money + state This is why crypto matters

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@devinbaker.eth

Joyful, relentless, adventurous excellence

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We may never get the chance to buy BTC below $100K again

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Comma Partners, April 2025 update Steadier - for now Gold is showing us the way --- In last month’s update, published April 5th, I noted that crypto was holding strong - and that it was too early to say with confidence that this strength was here to stay. It’s still early - sitting only about a month out - but that strength has generally held. I still hold the believe that each time we’re faced with sudden, dramatic change that’s imposed by someone that’s in charge, the world moves one step closer to realizing the value of a neutral, independent, and non-sovereign system that exists outside of our traditional ones. --- https://paragraph.com/@comma/comma-partners-april-2025

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Innovation is empowerment. Capitalism is freedom. Crypto is innovative capitalism. Capitalistic innovation. Crypto is human.

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"...we've seen a decoupling of BTC and SPY over the last few weeks of trading, as 30d rolling correlation has dropped from 0.848 to 0.624"

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