Recently, interesting changes have occurred in the global energy landscape. Dozens of oil-laden supertankers collectively shut down their positioning systems and silently pass through various blockades—an event unfolding on the high seas that directly shook the nerves of the global commodity markets.

The sudden variability in the oil supply chain is driving underlying currents in energy prices. Whenever such geopolitical events occur, the reaction in capital markets is very consistent: seeking safe havens. Have you noticed the recent trends in BTC and gold? The performance of these two assets just confirms that the traditional financial world is re-pricing risk.

The logic is actually quite clear: fluctuations in the energy supply chain → adjustments in global liquidity expectations → pressure on traditional assets → funds start seeking non-sovereign assets as hedges → the value proposition of cryptocurrencies becomes increasingly prominent.

The more complex the traditional geopolitical landscape, the greater the appeal of crypto assets as stores of value and liquidity tools. This is not a new discovery but a repeatedly validated pattern. When macro risks rise, forward-looking capital often preemptively positions itself—not chasing the trend, but preparing for the next cycle.

What are your thoughts on how this geopolitical situation might impact the crypto market?