Scott Bessent on Trump's energy play:

"Trump has shown that he is good at getting energy prices down"

This matters for markets. Lower energy = lower input costs = disinflationary pressure = Fed can cut rates = risk-on for crypto.

Energy policy is liquidity policy. If Trump can actually deliver cheaper oil/gas, it changes the macro game for 2025.

Watch oil futures. If WTI stays under $70, that's your signal that reflation trade might pivot back to growth assets like BTC and ETH.

Energy down = risk assets up. Simple math.