Energy markets just signaled a potential shift. Following geopolitical developments in the Western Hemisphere, crude prices retreated sharply—WTI sliding roughly 2% while Brent dipped into the low $60s range. What's driving this? Market participants are pricing in anticipated supply expansion, which carries meaningful implications across asset classes.

Here's where it connects: if crude oversupply actually materializes, inflationary pressures ease. That's the narrative favoring risk assets right now, and Bitcoin has been riding that wave as a macro hedge. The correlation isn't accidental—when energy inflation softens, investors rotate back into higher-beta positions.

Key date to monitor: OPEC+ meets February 1st. Their production decisions could either validate or reshape current market expectations. Watch closely—this collision of energy geopolitics and monetary conditions tends to move crypto.