A New Oil Shock? - 12.05.2026 Global reserves are shrinking rapidly, raising concerns over inflation and pressure on risk assets like crypto.

This episode connects shrinking global oil inventories, the risk of Fed rate hikes, and the resulting pressure on markets—especially crypto—explaining how physical energy constraints can force inflation and tighten liquidity.

It also explores the seeming paradox of major crypto firms and miners building new institutional products and AI infrastructure amid macro weakness, asking whether the next cycle will be driven by institutions and algorithms rather than retail traders.

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