The $118 energy wall is no longer a "tail risk"—it is the new baseline. 🚨
Brent crude just screamed past $118 after retaliatory strikes hit Qatar’s Ras Laffan.
This is a 48% spike since the conflict began on Feb 28.
The heart of global LNG supply is now a frontline in the Iran-Israel war.
The "Supply Shock" is hitting the real economy hard.
Moody’s has officially raised U.S. recession odds to 50% for the next 12 months.
Historically, every major recession since WWII was preceded by a vertical energy spike.
For $BTC, the "Risk-Off" correlation with the Nasdaq is tightening.
High energy costs = Higher mining difficulty + crushed margins.
Expect forced sell-side pressure as miners liquidate to cover operational overhead.
Trump’s warning of "massive strikes" signals a potential U.S. entry into a hot war.
When the Pentagon asks for $200B for munitions, the market prices in permanent inflation.
The "easy money" era is meeting a vertical energy wall.
Are you watching the RSI on the 4H chart...
Or are you watching the smoke over the Ras Laffan LNG trains?