Comma Partners, February 2026 update --- The Straight of Hormuz is still closed. Oil is up. The dollar is up. Yields are up. Inflation expectations are up. And yet - crypto is up too. We’re still bullish for the year, but increasingly wary in the short-term. https://paragraph.com/@comma/comma-partners-february-2026?referrer=0x442174a8A008286649682DFf72DF6EC0C10BA87F