đ¨ I hold Bitcoin. So why am I watching oil?
Because Russiaâs war in Ukraine, the U.S.âIran war and disruptions in the Strait of Hormuz can reach our portfolios through energy prices, inflation and interest rates.
Hormuz is the connection worth watching: restrictions on this crucial route can disrupt oil and LNG shipments, adding pressure to energy costs far beyond the Middle East.
Macronâs infrastructure warnings and NATOâs latest defence talks add to the picture. But every headline needs context before it becomes a trading decision.
My concern is simple: prolonged energy disruption could keep inflation stubborn and make rate cuts harder.
That matters for stocks. It matters for crypto. And even more when leverage is involved.
BTCâs limited supply doesnât stop someone from being forced to sell it.
Iâm building my portfolio from a salary. Every contribution takes work. Thatâs why I care about what happens beyond the chart.
Iâm watching oil, Treasury yields and actual shipping through Hormuz. A lasting reopening or real de-escalation would change the picture too.
đ If energy stays expensive, would you keep accumulating BTC, hold more cash or add energy stocksâand why?
@GastonCanda
#bitcoin #oil #Geopolitics
$BTC $BZ
Because Russiaâs war in Ukraine, the U.S.âIran war and disruptions in the Strait of Hormuz can reach our portfolios through energy prices, inflation and interest rates.
Hormuz is the connection worth watching: restrictions on this crucial route can disrupt oil and LNG shipments, adding pressure to energy costs far beyond the Middle East.
Macronâs infrastructure warnings and NATOâs latest defence talks add to the picture. But every headline needs context before it becomes a trading decision.
My concern is simple: prolonged energy disruption could keep inflation stubborn and make rate cuts harder.
That matters for stocks. It matters for crypto. And even more when leverage is involved.
BTCâs limited supply doesnât stop someone from being forced to sell it.
Iâm building my portfolio from a salary. Every contribution takes work. Thatâs why I care about what happens beyond the chart.
Iâm watching oil, Treasury yields and actual shipping through Hormuz. A lasting reopening or real de-escalation would change the picture too.
đ If energy stays expensive, would you keep accumulating BTC, hold more cash or add energy stocksâand why?
@GastonCanda
#bitcoin #oil #Geopolitics
$BTC $BZ
