Energy markets are sending interesting signals. Oil is down 5% compared to two decades ago—think about that for a moment. Twenty years of economic cycles, geopolitical shifts, technological advances, and yet we're trading below those historical levels.
What does this tell us about long-term energy valuations? Are we seeing structural changes in demand, or is this a cyclical trough? The commodity supercycle narrative keeps getting challenged. For investors tracking macro trends and asset allocation—whether traditional or crypto portfolios—energy prices matter as a barometer of risk appetite and real economic expectations.
Worth monitoring how this plays out over the next quarter.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
6 Likes
Reward
6
3
Repost
Share
Comment
0/400
DaoResearcher
· 5h ago
Wait, oil prices haven't risen in 20 years and have actually fallen? We need to look at this data carefully—has the energy demand structure really changed, or is it just a cyclical low? From the perspective of macro asset allocation and Token economics, energy prices actually reflect the valuation signals of the entire risk asset market, including cryptocurrencies. We need to focus on tracking this in the next quarter.
View OriginalReply0
ForkPrince
· 5h ago
It's been 20 years and still hasn't returned to the original price... How pessimistic is that, really?
View OriginalReply0
WhaleSurfer
· 5h ago
Oil prices haven't increased in twenty years. How pessimistic must one be to achieve that... or are new energy sources really making a difference?
Energy markets are sending interesting signals. Oil is down 5% compared to two decades ago—think about that for a moment. Twenty years of economic cycles, geopolitical shifts, technological advances, and yet we're trading below those historical levels.
What does this tell us about long-term energy valuations? Are we seeing structural changes in demand, or is this a cyclical trough? The commodity supercycle narrative keeps getting challenged. For investors tracking macro trends and asset allocation—whether traditional or crypto portfolios—energy prices matter as a barometer of risk appetite and real economic expectations.
Worth monitoring how this plays out over the next quarter.