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Devin Baker
@devinbaker.eth
And the June update here: https://paragraph.com/@comma/comma-partners-june-2025 To recap: - We have a fiscal situation with only one way out: growth - We have a strong macro backdrop with the hard data that leads assets (particularly crypto) improving - We have positioning still offsides as soft data and FUD is clouding investors’ judgement - We have monetary policy in a place that could accelerate into easing Don’t fight it. Nothing stops this train. It’s time to take the hint. It’s time to own crypto. It’s time for Comma.
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