Although the Strait of Hormuz and $200 oil scenarios have driven the market's fear of a bottom to its peak, the other side of the coin could be very different. The U.S. government's coordinated move to release 400 million barrels of reserves, along with a record production of 13.6 million barrels and alternative supply channels, suggests that this fire may not be permanent. This extreme increase in energy prices will eventually cut consumption like a knife, producing its own antidote and giving way to a sharp economic slowdown. This scenario could cause the Fed, which has taken a hawkish stance due to inflation fears, to shift to a dovish position much faster than markets expect in the coming months. In other words, interest rate cuts that seem impossible today could become the market's biggest rally story tomorrow. If the Fed is forced to cut rates during this process, it would serve as enormous fuel for risky assets, especially Bitcoin and technology stocks. A drop in oil prices means a rise in digital assets.