Comma Partners, September 2025 update --- Much of crypto twitter still thinks that we're either in a bursting bubble or a crashing recession. We don't. We think we're in goldilocks. Strong growth, stable inflation, and rising liquidity. Link to the full update in the reply.

https://t.co/jmsSSUq8qj

https://t.co/u9NFyBZ4UL

I’ve made a short film. Look at the things around you: doors, bins, staircases, furniture, railings, doorhandles, windows. Do you like how they look, or not? Modern design has become boring, but it doesn’t have to be this way. The word “beautiful” is overused. We don’t need

Christian writers have long talking about “thin places” where the boundary between heaven and earth collapses and the presence of God feels visceral. A few years ago I met a guy from rural South Africa who said: “Where I’m from, the idea of not believing in God doesn’t even

The world has always been a market. A chaotic system where humans bring what value we have to bear to move life and society forward. The internet has been our best tool for facilitating the world market. Global, instant, frictionless. It's the ultimate market for human

credit card points are fake fiat money made of fake fiat money

LOOK AT THIS IMAGE

The call to excellence is one of the most human parts of us And it's deeply uncomfortable Up or out I choose up

crypto's endgame will be that it fundamentally evolves the most impactful human invention of all time: capitalism we said crypto was Web 3.0, but that undermines it it is actually capitalism 2.0 what does capitalism need to succeed? - decentralized information flow

So this is the playbook for the Fed tonight and how it plays out over coming weeks Fed cut 25bps (quite possibly 50bps) Market chops as we all look at the dots and forecasts forgetting that the previous dots were wrong and quite useless Then JPow speaks He’ll note a softer

BTC ETH SOL SUI HYPE ENA AAVE TAO PUMP DOGE

It’s totally natural to lose faith in humanity, it’s your job to make that loss as momentary as possible

No matter how bad things get I won't lose faith in humanity

Full August update ⬇️ https://t.co/TfT2TWzlEm

Comma Partners, August 2025 update --- Much of crypto twitter thinks the top is in We don't The Fed is cutting rates into an accelerating economy Things still look good Link to the full update in the reply

https://t.co/HU8YIJnf5N

- Saylor probably starts bidding consistently again (Q424 was one of his best periods and he recently revised his limits) - Solana DATs have raised 2B+ in cash ready to deploy (there is no way this is fully priced in looking at the chart) - Think the two largest ETH DATs get

vibes for today https://t.co/5e4gdVxNTV

If I were Hyperliquid, I'd demand that anyone competing to issue my stablecoin give up almost everything to get the deal: 100% of their economics, branding control, maybe even future marriage rights to the founder's first born. Why not? Hype has a killer product that relies on a