#数字资产动态追踪 Global energy landscape is bubbling with undercurrents, and a silent contest may be unfolding $PEPE $JOE

Recent developments point to a key factor: the coordinated actions of the US and Saudi Arabia are redefining oil power. At the core of this is Venezuela—the country with the largest proven oil reserves in the world.

Imagine what it would mean if this vital global energy artery were to be controlled.

Simply put, Washington and Riyadh’s energy cooperation is essentially a battle for oil pricing power. Over 60% of Russia’s economic exports are energy-related. If the oil supply chain is reshaped, how much economic pressure will Russia face? This is not just about commodity trade; it’s a reshuffle of the world’s power structure.

Deeper impacts include: whoever controls oil also controls the pace of global inflation. Inflation expectations directly influence central bank policies, which determine liquidity, and liquidity in turn influences capital flows—cryptocurrency markets are never absent from this chain. Everyone remembers how the last energy crisis played out: when liquidity tightens, risk assets are the first to be affected.

What should investors be paying attention to now?

First, any changes in Venezuela’s production cannot be ignored, as they directly impact global supply. Second, fluctuations in discounts on Russian oil reflect the real-time state of sanctions and counter-sanctions. Third, whether energy inflation will cause a secondary shock will determine the length of the central bank’s easing cycle.

Oil has always been a strategic resource and a bargaining chip in great power games. But in today’s highly interconnected financial markets, a geopolitical conflict can be decided even before trade execution. The crypto market is seen as a liquidity indicator; when traditional finance is under pressure, the crypto space often reacts first and most broadly.

What do you think about how this energy upheaval will impact global liquidity and the future trajectory of the crypto market?