@devinbaker.eth
Crypto has been weak, and consensus has become cautious.
Billions flowed out of crypto ETFs as capital rotated into the largest tech IPOs in history: SpaceX, OpenAI, and Anthropic.
The market is watching for sticky inflation and slowing growth.
We’re seeing a potential turning point, where the odds for a goldilocks regime are higher than anyone is pricing as inflation stays in check while growth accelerates.
Turning points rarely announce themselves.
For investors with a long time horizon, these are rare buying opportunities.
Read our May memo from Comma Partners ⬇️
https://joincomma.co/partners/memos/may-2026
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