
@__comma__ | A new-paradigm crypto fund investing at the frontier of community, technology, culture, and capital.
DUMBO, NY
Joined August 2021
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Pretty closely aligned with my POV/how I'm positioned
Buy and Hold good coins, my thesis for the cycle. How I'm picking cryptomoneys and money making protocols. +plus my detailed thoughts on Ethereum & Solana
0:25 the dot-com crash
3:52 the '21 cycle vs now
6:13 this is a selective market
10:52 crypto money vs everything else
24:05 coins that make money
26:37 buy the good projects and wait
Replying to @tulipking
Clearest, best encapsulation I've seen of the current moment. Bravo, will be sharing this wide and far
Devin Baker retweeted
So much interesting stuff happening in crypto rn, really feels good and optimistic. Shoutout to everyone else who stayed the course and locked in
Devin Baker retweeted
What if bond yields are going up because the market expects tremendous growth, equities to skyrocket and investors are demanding higher returns from bonds
you think you’re depressed because you possess awareness, yet that is the one thing you don’t possess. you attribute your melancholy to your depth, blindly subscribing to the “deep and troubled artist” motif and feeling better because of it. when will you realise that is a game of the devil? he’s duped you into believing that misery is a virtue. joy—he stripped you of it. joy—you don’t even know what that is. you think its food and sex and nicotine hits and matcha after-tastes. in truth it’s a human’s highest achievement and most essential birthright. when have you felt joy before? when have you felt deeply alive and connected with God? as a child? well no wonder. children are not merely happy little humans, they’re joyous angels traversing the earth cognisant of nothing but God. all is colourful. all is filled with light. remember: “truly I tell you, unless you change and become like little children, you will never enter the kingdom of heaven.” become child again. strip yourself of sin. become joyous.
Last week, BTC closed above its 50-week moving average for the first time in almost a year.
The last time it did this on the way up was March 2023.
Afterwards, held above the 50-week for 2.5 years.
BTC was +144% after 1 year, and +340% at its October 2025 peak.
The biggest takeaway from the last month:
Despite a bunch of bad news, crypto is rallying in the face of it all.
The CLARITY Act failed AND the Fed hiked 25 bps in September (rates are skyrocketing).
This is a VERY important signal - bear market over.
We are all ordinary heroes. Heroes are all around us.
Joseph Campbell (h/t @TheAnnaGat)
Replying to @cartaleoni
Spot on
People are sacrificing their aliveness to escape the "permanent underclass," all while unwittingly walking further away from the only north star that really matters - vitality
Many have written off crypto.
Almost everyone has written off its application layer.
My bet is that they will be proven badly wrong.
Crypto is a generational technology at its inflection point.
The most explosive investment opportunities are at its application layer.
App revenue is up 30x from last bear market. Prices are not.
A memo to the skeptics from our founder @devbakes.
Replying to @BlackRock
AI needs crypto
xitter.cf/devbakes/status/209308…
Devin Baker retweeted

Will@WClementeSep 22
North America
North AmericaConnected via North America App StoreAccount-level information, not a live location or per-post device.
Blackrock excited about AI agents <> digital assets 👀
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
BOTH the crypto and AI trades will work in tandem over the long term
Frontier tech wins
Both crypto and AI are frontier tech
They need each other

















