#2026年比特币行情展望 The reshaping of the energy landscape, changes in capital allocation

The global energy power map is being reshuffled. Once the North American energy supply pattern adjusts, the cooperation between the US dollar and Saudi Arabia will inevitably become closer, which will directly affect the global oil price discourse.

The reality is:

🔹Russia's energy exports account for over 60% of GDP, and any fluctuations on the supply side will impact its economic fundamentals
🔹Once the global energy supply structure changes, inflation expectations will be re-priced
🔹The US dollar's status as the energy settlement currency remains the core support of the financial system

The lesson from history is clear: every energy crisis is not an isolated event. It triggers chain reactions in gold, stocks, bonds, and ultimately radiates to the entire alternative asset class.

What does the crypto market think? It depends on your understanding of the following judgments:

Are energy prices and the appreciation of the US dollar moving in the same direction? During liquidity tightening, will investors bottom fish for safe-haven assets or sell risk assets? Can the volatility of traditional finance be transformed into on-chain capital inflows?

Different expectations lead to different strategies—some choose to hold core assets long-term to retain exposure, some focus on the on-chain performance of the energy sector, and others try to hedge to lock in risks.

The key is not which direction you choose, but whether you can understand the causal chain behind it.