U.S. policy shifts toward Venezuela are reshaping global oil market dynamics—and Beijing's energy security calculus just got more complicated. With tighter restrictions on Venezuelan crude exports, China faces mounting pressure on its oil supply chain, a situation that reverberates across commodity markets and energy-dependent economies. This geopolitical jockeying doesn't just affect oil prices; it's shifting macro narratives around inflation, currency stability, and capital flows. For crypto markets, these supply-side shocks to traditional commodities often trigger broader portfolio rebalancing and alter the appeal of alternative assets. The ripple effects? Traders watching macro trends should factor in energy supply chain vulnerabilities as a systemic risk factor in their asset allocation strategies.