Energy stocks are rallying hard right now. Here's why: U.S. leadership is signaling that American companies could gain significant control over Venezuela's massive oil reserves—a move that could fundamentally reshape the global energy landscape.

J.P. Morgan's take is interesting here. They're projecting that if the U.S. does gain more influence over Venezuela's oil production, it could trigger a major power shift in global energy markets. The potential flood of additional oil supply could keep long-term oil prices from spiking, which has obvious ripple effects across commodities and broader market sentiment.

Why should this matter to you? Energy prices are macro anchors for inflation expectations, which directly influence Fed policy and, by extension, crypto volatility. Lower sustained oil prices could mean softer inflation data—something that typically supports risk-on sentiment in Web3 markets. Energy stocks are currently benefiting from this narrative, but the real question is whether these geopolitical moves will actually materialize and how quickly markets will price in the implications.