An institutional perspective worth considering: CIBC's oil market analyst Rebecca Babin makes the case that current crude supply fundamentally outpaces demand. This kind of macroeconomic signal matters more than people realize—when traditional commodities face structural oversupply, it often reshapes capital flows and inflation expectations across multiple asset classes. For anyone tracking how global energy dynamics influence crypto markets and yield strategies, this supply-demand imbalance could shape medium-term inflation narratives. The broader point? Institutional traders are already pricing in these supply pressures, and it's rippling through risk asset conversations.