2026-01-05 13:16:54

Minneapolis Fed President Kashkari just weighed in on what's really worrying them about the Venezuelan situation—spoiler alert, it's not a direct shock to markets.

His take? The main transmission channel runs through oil prices. Think about it: any disruption in Venezuelan crude supply could push energy costs higher, which ripples through everything from inflation expectations to your portfolio's energy holdings.

But here's the thing—he's not seeing those effects materializing strongly just yet. That means traders might be getting ahead of themselves if they're pricing in a Venezuela-driven oil spike right now.

For crypto markets specifically, this matters. Macro volatility often spooks traditional markets, which can trigger flight-to-safety or risk-on rotations. If oil stays stable despite the geopolitical noise, it takes one pressure point off the board. If it doesn't? That's when things get interesting for risk assets.

The bottom line: keep an eye on energy prices as the barometer for real economic fallout. Kashkari's basically saying the danger zone is real but not activated yet.

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GasWaster69

· 01-07 06:02

Oil prices are the real key, everything else is虚的 --- kashkari this guy is just saying the danger hasn't truly arrived yet, let's not run around blindly --- From his tone, the situation in Venezuela isn't enough to cause a sell-off yet, let's wait and see --- Keep an eye on energy prices, other geopolitical issues are just noise --- How risk assets move still depends on oil, there shouldn't be any big problems this time --- Traders are always trying to抢跑, but kashkari directly broke the defense... it will only be troublesome if oil prices really move --- Basically, it's just a false alarm, the energy supply chain is still stable --- Inflation expectations are somewhat interesting, but in the short term, the trigger conditions haven't been met

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NoStopLossNut

· 01-07 01:01

Oil prices are the key; everything else is noise. Just wait and see how energy costs develop.

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MetaverseMigrant

· 01-05 22:45

Kashkari's recent remarks are essentially saying that oil prices are the key. It hasn't exploded yet, and the market might be overthinking it. Wait, isn't this signaling to commodity traders? When energy stabilizes, risk assets will have room to breathe. If oil prices really start to rise, it will be troublesome; the entire crypto market will have to tremble along. In simple terms—watch oil first, then watch coins. We're still in the accumulation phase. What is Kashkari hinting at... It feels like a prelude to upcoming policy adjustments. Venezuela's situation seems distant from us on the surface, but in reality, it's part of a global energy chain—it's unbelievable. Still waiting? If there's no movement on the energy front, this round of geopolitical risk is just a false alarm, directly benefiting risk assets. To put it nicely, it just means we haven't found a bottoming opportunity yet.

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NFT_Therapy_Group

· 01-05 13:46

Oil prices are the real key; it hasn't exploded yet... Let's wait and see. --- Is Kashkari hinting at a bottom-fishing signal? Feels like the market is overreacting. --- Laughing to death, it’s just another false alarm. The energy sector still needs to wait a bit. --- So, this wave of crypto is actually okay; the key depends on how oil moves... --- The danger zone hasn't been activated yet? Then it's still a bit early to buy risk assets. --- Wait a minute, isn't this saying that there's no need to panic at this stage... --- Stable oil prices = crypto assets get a breather, makes logical sense. --- Playing word games again, is there really risk or not? --- The capitalists are still observing; what are we retail investors panicking about... --- This is probably the Fed paving the way for the next rate hike; when oil prices rise again, they'll have to act.

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QuorumVoter

· 01-05 13:42

Oil prices are the key; they haven't risen yet... Why is the market afraid? --- Kashkari is right, the situation in Venezuela is essentially an energy issue. Retail investors are just hyping it up in advance. --- Wait, is he saying the risk hasn't truly erupted? So is now the wrong time to buy the dip in energy stocks... --- It seems traders always do this—pricing in before it actually happens, haha. --- The key is to watch oil prices; they are the real barometer. Everything else is just clouds. --- The crypto market follows macro fluctuations and flails around. If oil prices stabilize, we can breathe a sigh of relief. --- The danger zone hasn't been triggered yet, so those panic-selling coins now are just wasting their time.

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LiquidationKing

· 01-05 13:41

Oil prices haven't risen yet, and traders are already getting greedy. This wave is indeed easy to get caught off guard.

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TrustMeBro

· 01-05 13:40

Oil prices are the key now. Overly hyping the Venezuela risk is likely to backfire.

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WalletDoomsDay

· 01-05 13:38

Oil prices are the real key, everything else is noise. --- Kashkari's meaning is that it hasn't really exploded yet, don't rush to buy the dip. --- All this talk is about whether oil prices are stable... it all depends on OPEC. --- If energy prices really rise, the crypto market will take a hit, and risk assets will directly flatten. --- So anyone still trying to price in the Venezuela crisis is a fool; waiting for oil prices to really move is the real signal. --- This logic is the same as the previous geopolitical hype, all paper tigers. --- If oil prices are stable, panic selling should subside. Looking forward to the next rebound.

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bridge_anxiety

· 01-05 13:37

Oil prices are the real trump card; everything else is just a false alarm... Nothing has happened yet.

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