2026-01-03 10:20:10

The international situation changes and pushes up oil prices. What does this mean for your crypto assets?

When geopolitical events occur, energy costs rise, and inflation expectations increase. #数字资产动态追踪 $ETH and other risk assets' purchasing power may face pressure—that is, your wallet could shrink.

Many people only see the surface political news but don't realize there is a clear transmission chain in the middle: geopolitical conflict → rise in commodities → market price adjustments → pressure on crypto assets. This logic has been repeatedly validated in previous energy crises.

So the key is not the event itself, but how the market prices it and whether your asset allocation needs a slight adjustment.

BTC0,89%

ETH0,52%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

20 Likes

Reward
20
10
Repost
Share

Comment

0/400

PensionDestroyer

· 01-05 21:12

Coming back to this again? Every time geopolitical tensions tighten, they say the coins will drop, but what’s the result... Wait, does rising oil prices really directly cause a sell-off, or is it just another seemingly reasonable narrative? Remember how BTC rose during the energy crisis two years ago, did you forget? Instead of pondering the transmission chain, better ask yourself if you've been cut again.

View OriginalReply0

GasFeeSobber

· 01-05 10:28

Coming back with this again? Every time there's geopolitical tension, you say cryptocurrencies will fall, but in the end, they still rebound. Don't just focus on oil prices; the Federal Reserve's moves are the real key. This logic has been repeated a thousand and eight times; the question is who can precisely time the entry. Instead of obsessing over inflation, it's better to see what institutions are accumulating. It's still too early to say it's under pressure; wait for the data before commenting. Adjusting allocations is meaningless; the real question is whether you're optimistic or not.

View OriginalReply0

CommunityJanitor

· 01-05 01:23

Another set of conduction chain theories, I've heard them so many times. But this time, the surge in oil prices is real, and my bag is indeed shrinking. --- Basically, inflation is here, and all coins have to kneel. Instead of obsessing over geopolitical situations, it's better to watch the Federal Reserve's moves. --- What am I fine-tuning? I don't even have money to add to my position haha. --- This logic isn't wrong, but the problem is that ordinary retail investors can't react in time. By the time they do, everything's fallen to the dogs. --- I just want to know, how long can this round of oil price increase last? How low can BTC fall before hitting the bottom? --- Every time there's a geopolitical event, it scares people like this, and in the end, it rebounds again. I'm exhausted. --- Asset allocation? Bro, right now he's just thinking about how not to get liquidated.

View OriginalReply0

ResearchChadButBroke

· 01-04 16:42

Coming back with this again? Every time it's about transmission chains and pressure, but BTC still rises... First, check if it really dropped in previous instances before complaining.

View OriginalReply0

AirdropF5Bro

· 01-03 10:49

Are you using the same transmission chain argument again? I remember the last time oil prices surged, these folks said the same thing, but in the end, BTC actually went up... --- Honestly, this kind of macro analysis is just for listening; the real game is how institutions operate. --- Every time there's a geopolitical conflict, it’s about the purchasing power shrinking. So why haven't I gone broke holding coins for five years? --- The energy crisis is indeed a variable, but now the crypto market has the Federal Reserve as a new factor... Both bulls and bears can spin stories. --- Exactly, you need to focus on market pricing rather than news headlines.

View OriginalReply0

MetaverseVagabond

· 01-03 10:48

Here comes the conduction chain theory again, but the real situation is often more complicated. Sometimes a surge in oil prices actually benefits certain crypto projects... --- I'm used to wallet shrinkage already; the key is how to fine-tune to profit against the trend. --- Geopolitical conflicts driving up oil prices—there's no problem with that logic, but will this time be different? --- Instead of obsessing over the conduction chain, it's better to see how big players are moving; their allocations are signals. --- Basically, risk assets all have to take a hit; there's no way around it. --- Inflation is coming, but somehow some coins seem more resilient? Feels like the severity has been exaggerated. --- No need for fine-tuning, just go all-in on the sidelines; trying to follow the trend and adjust now is too slow.

View OriginalReply0

SerumSquirrel

· 01-03 10:43

Coming back with the same routine? When oil prices rise, you have to sell coins. I'm tired of this logic. The transmission chain sounds impressive, but in reality, the crypto world is always a game of oneself. Wait, is this time really different? The idea of a shrinking wallet hits so close to home. Those who follow the trend and rebalance are all regretting it. I choose to keep lying flat.

View OriginalReply0

LiquiditySurfer

· 01-03 10:39

Here we go again with this? When oil prices rise, you have to cut positions. It sounds easy but is actually hard to execute. Honestly, this transmission chain is too idealized; market sentiment is the real ruler. Fine-tuning the configuration is easy, but it's the trembling hands during the bottom-fishing that truly matter.

View OriginalReply0

RealYieldWizard

· 01-03 10:37

Coming with the same routine again? I think it's just that whenever the macro situation changes, someone comes out to talk about the transmission chain, making it sound like a scientific law. To be honest, is there really such a direct link between oil price increases and coin price drops? Sometimes it just feels like armchair quarterbacking after the fact. But on the other hand, this time we really need to pay attention to the holdings. Instead of waiting for a dump, it's better to adjust in advance. I understand this principle. Currently, it's impossible to price accurately; the risk is too high. Let's just wait and see what happens. After all, history tends to repeat itself.

View OriginalReply0

ZKProofster

· 01-03 10:27

tbh the transmission mechanism here is almost too obvious... like, people still act shocked when commodities spike and risk assets bleed? the math doesn't lie—geopolitical events → energy costs → inflation expectations → btc/eth getting repriced lower. it's not rocket science, it's just how markets actually work.

Reply0