Cramer calling for $100 oil as long as geopolitical tensions stay hot.
Classic inflation hedge narrative - if crude runs, expect:
• Risk-off rotation into commodities
• Pressure on equities (higher input costs)
• Potential $BTC correlation break if it acts as digital gold
Watch energy majors and how DeFi protocols with real-world asset exposure (RWA) react. Oil at $100 = macro headwind for risk assets short-term, but could fuel the "Bitcoin as inflation hedge" thesis if fiat debasement accelerates.
Not financial advice but worth monitoring crude charts alongside corn.
Classic inflation hedge narrative - if crude runs, expect:
• Risk-off rotation into commodities
• Pressure on equities (higher input costs)
• Potential $BTC correlation break if it acts as digital gold
Watch energy majors and how DeFi protocols with real-world asset exposure (RWA) react. Oil at $100 = macro headwind for risk assets short-term, but could fuel the "Bitcoin as inflation hedge" thesis if fiat debasement accelerates.
Not financial advice but worth monitoring crude charts alongside corn.