The article models how a prolonged oil price spike from the US/Israel-Iran conflict, potentially pushing Brent from $73 toward $100–$150, could add significant inflation pressure and force the Federal Reserve to delay or cancel expected rate cuts, with Bitcoin facing drawdowns of up to 45%. It highlights research that sees a disruption lasting beyond about four to seven weeks as the point where an oil shock shifts from temporary risk premium to a sustained inflation problem that central banks must address. The analysis links higher energy costs and tighter monetary policy to both weaker Bitcoin valuations and pressure on miner profitability.