Oil prices are sliding as traders digest the implications of tightening US control over Venezuela's resources. The geopolitical backdrop matters more than you'd think for portfolio diversification. When crude faces pressure from policy shifts, macro investors typically rotate capital, which creates ripple effects across commodities and correlated assets. The current scenario highlights how non-crypto markets can shift sentiment and liquidity flows—something worth monitoring if you're holding volatile positions. Traders are pricing in supply constraints and political risk premiums, which traditionally drives haven-seeking behavior in alternative assets.