Recently, the global energy supply chain has faced significant adjustments. The tightness in oil supply and the escalation of geopolitical games are quietly rewriting the global energy order. This is not just fluctuations in the oil market, but a systemic shock that affects the entire ecosystem.

Rising energy costs directly transmit to inflation expectations. Exchange rate markets, industrial supply chains, and commodity pricing power—all these links are adjusting accordingly. For the crypto market, this macro environment change is equally profound. The risk re-pricing in traditional finance often influences investors' demand for digital assets.

From historical experience, every drastic change in the global energy landscape is accompanied by capital reallocation. Some see opportunities for inflation hedging, while others see new safe-haven channels. The key is understanding the logical chain behind this round of upheaval—from energy supply constraints, to macro liquidity expectations, to the relative attractiveness of various assets.

What is your view on how this wave of change will impact crypto asset allocation? Feel free to discuss in the comments.