@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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