šØ I hold Bitcoin. So why am I watching oil?
Because Russiaās war in Ukraine, the U.S.āIran 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.
Macronās infrastructure warnings and NATOās 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.
BTCās limited supply doesnāt stop someone from being forced to sell it.
Iām building my portfolio from a salary. Every contribution takes work. Thatās why I care about what happens beyond the chart.
Iām watching oil, Treasury yields and actual shipping through Hormuz. A lasting reopening or real de-escalation would change the picture too.
š If energy stays expensive, would you keep accumulating BTC, hold more cash or add energy stocksāand why?
@GastonCanda
#bitcoin #oil #Geopolitics
$BTC $BZ
Because Russiaās war in Ukraine, the U.S.āIran 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.
Macronās infrastructure warnings and NATOās 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.
BTCās limited supply doesnāt stop someone from being forced to sell it.
Iām building my portfolio from a salary. Every contribution takes work. Thatās why I care about what happens beyond the chart.
Iām watching oil, Treasury yields and actual shipping through Hormuz. A lasting reopening or real de-escalation would change the picture too.
š If energy stays expensive, would you keep accumulating BTC, hold more cash or add energy stocksāand why?
@GastonCanda
#bitcoin #oil #Geopolitics
$BTC $BZ
