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Crypto is bigger than “just” fintech. It’s coordination technology for the AI age
May 3 • Devin Baker

April 2026

3️⃣ Comma Partners: March 2026
Cautiously optimistic
Apr 21 • Devin Baker

March 2026

2️⃣ Comma Partners: February 2026
Caution in the short-term
Mar 18 • Devin Baker

February 2026

1️⃣ Comma Partners: January 2026
Oversold and misunderstood. We still believe
Feb 25 • Devin Baker
Comma Partners: 2026 annual letter
Reflections on our first year, and looking ahead
Feb 6 • Devin Baker

November 2025

🔟 Comma Partners: October 2025
A choppy month in limbo, but it's looking up
Nov 5, 2025 • Devin Baker

October 2025

9️⃣ Comma Partners: September 2025
Goldilocks, with liquidity pouring fuel on the fire
Oct 9, 2025 • Devin Baker

September 2025

8️⃣ Comma Partners: August 2025
A Jackson Hole pivot: rate cuts into an accelerating economy
Sep 9, 2025 • Devin Baker

August 2025

7️⃣ Comma Partners: July 2025
Dreamy regulation, tepid macro, but strong outlook intact
Aug 6, 2025 • Devin Baker

July 2025

✍🏼 The Founding Fathers would have loved Bitcoin
Sound money sparked the American Revolution. It's time to return to our roots
Jul 12, 2025 • Devin Baker
6️⃣ Comma Partners: June 2025
Still accelerating
Jul 8, 2025 • Devin Baker

June 2025

5️⃣ Comma Partners: May 2025
From austerity to acceleration
Jun 5, 2025 • Devin Baker
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