Comma Partners

We need to remember why we’re here

Crypto is bigger than “just” fintech. It’s coordination technology for the AI age

May 3 • Devin Baker

3️⃣ Comma Partners: March 2026

Cautiously optimistic

Apr 21 • Devin Baker

2️⃣ Comma Partners: February 2026

Caution in the short-term

Mar 18 • Devin Baker

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

🔟 Comma Partners: October 2025

A choppy month in limbo, but it's looking up

Nov 5, 2025 • Devin Baker

9️⃣ Comma Partners: September 2025

Goldilocks, with liquidity pouring fuel on the fire

Oct 9, 2025 • Devin Baker

8️⃣ Comma Partners: August 2025

A Jackson Hole pivot: rate cuts into an accelerating economy

Sep 9, 2025 • Devin Baker

7️⃣ Comma Partners: July 2025

Dreamy regulation, tepid macro, but strong outlook intact

Aug 6, 2025 • Devin Baker

✍🏼 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

5️⃣ Comma Partners: May 2025

From austerity to acceleration

Jun 5, 2025 • Devin Baker

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