@devinbaker.eth
Comma Partners, February 2026 update
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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
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