So here's the thing – Trump's claiming Venezuela will hand over 30 to 50 million barrels of oil to the US. Whether this actually happens or not, it's worth paying attention to if you're thinking about macro trends. Oil supply shocks have historically moved markets in unpredictable ways. Increased US oil access could ease energy costs and potentially dial back inflation concerns, which would ripple through everything from macro strategy to how traders position themselves across assets. Energy prices and geopolitics don't usually get mentioned in crypto circles, but they absolutely matter when you're looking at the bigger economic picture.