BTC and Energy Stocks Are the Only Two Trades That Matter Right Now
The Strait of Hormuz is basically a parking lot, Trump's Powell playbook got torched in court, and Bitcoin is quietly waiting for its regulatory glow-up
Three tickers are dominating the social feed this week and somehow they all connect back to the same chaotic geopolitical knot. $BTC is the sleeper story — Reddit's crypto corners and IBD's YouTube channel are both pointing out that Bitcoin's current drawdown is not about regulatory fear. It's about macro jitters: a possible new Fed chair and the classic four-year cycle anxiety. The Digital Asset Market Clarity Act is quietly moving forward with bipartisan support from Republicans, Democrats, banks, and the crypto industry — which, in 2026, is basically a miracle of consensus.
Meanwhile, energy is the loudest trade in the room. $LNG operator sentiment is cratering after Qatar shut down roughly 20% of global LNG supply, and Brent crude cracking $103 is doing the opposite of nothing to inflation — Core PCE already hit 3.1% annually. The Strait of Hormuz is down to a handful of tankers per day, Iran is letting its own VLCCs through while blocking everyone else, and even a full reopening tomorrow wouldn't fix the backlog overnight.
And then there's the Fed soap opera: a federal judge blocked DOJ subpoenas against Jerome Powell, citing a "mountain of evidence" of political motivation — and literally opened the opinion with a Trump Truth Social post. The S&P is down ~3% year-to-date, rate cut hopes are flickering, and the next Fed chair situation is so messy that Senator Tillis is using Kevin Warsh's confirmation as a hostage. Truly, we are living in the timeline.