Here's an interesting one: Venezuela sits on the world's largest proven oil reserves, yet crude production has been collapsing for years. The real question—can a policy shift actually turn that around?

The energy sector dynamics matter more than you might think. Oil price swings don't just move energy stocks; they ripple through inflation expectations, central bank decisions, and ultimately market sentiment across risk assets. We've seen this play out before.

So what happens if production actually stabilizes or rebounds? It would ease supply constraints, potentially moderate energy inflation, shift Fed policy calculus, and create entirely different macro conditions than what we're pricing in now.

Worth watching how this unfolds over the next 12-18 months. Energy policy isn't crypto's direct problem, but the macro backdrop it creates absolutely is.