Trump just waived key Russia sanctions and is threatening 100% tariffs on anyone buying Russian oil/gas—right before they were supposed to kick in.

Timing is wild. This could completely reshape global energy flows and send oil prices in either direction.

If Russian oil gets choked off or rerouted, expect volatility in energy markets. Inflation plays are back on the table.

Watch $BTC and risk assets—energy shocks always ripple through macro.