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Devin Baker

@devinbaker.eth

249 Following
851 Followers
Devin Baker pfp
Devin Baker
@devinbaker.eth
Introducing Comma Partners A relational partnership investing at the frontier of technology, culture, & capital https://paragraph.xyz/@comma/comma-partners
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Devin Baker
@devinbaker.eth
Strong
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Devin Baker
@devinbaker.eth
This is just so strong Brilliant https://x.com/saylor/status/1899965363376579070
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Devin Baker
@devinbaker.eth
big if true https://x.com/KobeissiLetter/status/1900212298301452515
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Devin Baker pfp
Devin Baker
@devinbaker.eth
February 2025 update for Comma Partners Fear? Overblown --- I believe the most probable scenario is that we’ve seen the majority of this wash out as the market has reacted with fear to the bold change (and resulting uncertainty) that Trump and his team have brought into office. Looking ahead, I think we chop around these levels for the next 1-3 months or so (1 if things move expeditiously, 3 if less so), until we get greater policy clarity and stability. https://paragraph.xyz/@comma/comma-partners-february-2025
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Devin Baker pfp
Devin Baker
@devinbaker.eth
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Devin Baker pfp
Devin Baker
@devinbaker.eth
higher that is all
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Devin Baker pfp
Devin Baker
@devinbaker.eth
Perfection goes so much deeper than fear of failure It’s a denial of the fact that risk is inherent to the aliveness of being human In moments of the intense frozenness, fogginess, & complacency of perfectionism, the anger builds Anger at denying the aliveness of what it is to be human And fuels the action (& courage) to do something about it To risk To act To live
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Devin Baker
@devinbaker.eth
Seeing David Sacks share more context behind the crypto work on the All-In pod inspires a TON of confidence We're in great hands
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Devin Baker
@devinbaker.eth
Call me crazy but I think this is an over-reaction I think the chances that GDP CONTRACTS by 2%-3% in Q1 is incredibly low
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Devin Baker
@devinbaker.eth
On to the next level https://x.com/davidsacks47/status/1897802280738734236?s=46
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Devin Baker
@devinbaker.eth
The European mind can’t comprehend
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Devin Baker pfp
Devin Baker
@devinbaker.eth
I re-visit this probably once a month So inspiring https://x.com/dan_pantera/status/1861817783266197963
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Devin Baker
@devinbaker.eth
Really into whatever this new genre of upbeat dj set at coffee shop vibes is All over my algo https://youtu.be/OjBQd6nUJ1c?si=kKRRoLm0UULuA4ou
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Devin Baker
@devinbaker.eth
BTC vs. all others A tale of two worlds Institutions are constantly bidding BTC. Funds, ETFs, etc. provide consistent demand All others are held by individuals. Relative to BTC, all others are going to perform much weaker in moments of weakness Given poor sentiment combined with some of the weaker business expectation macro data, I imagine we could see another couple weeks-ish of weakness before turning around due to some of the slower-moving impacts of liquidity (which is increasing again) https://x.com/Matt_Hougan/status/1887868981962527087
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Devin Baker
@devinbaker.eth
the warmest 38 degrees has ever been is an NYC February morning
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Devin Baker
@devinbaker.eth
Unphased https://x.com/DV_Memetics/status/1893030088028864931
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Devin Baker
@devinbaker.eth
The smaller the team, the more they'll use AI (perhaps not a surprising take) But not for the reason you think Not because they want more leverage (per se) Because there are less people around for the convo to sharpen an idea I'm a solo GP I use AI to pressure test everything
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Devin Baker
@devinbaker.eth
I just keep coming back to this xeet from @joshcrnls I think it's such an elegant description of why crypto tokens matter https://x.com/joshcrnls/status/1853496328137122236
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Devin Baker
@devinbaker.eth
texts suck voice notes are GOAT that's it that's the cast
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