Trump's policy adjustments trigger energy market turbulence—The originally planned military action in Venezuela was canceled, causing oil prices to fall back. This policy shift has a direct impact on global energy supply expectations.

As a vital part of the global energy structure, oil-related listed companies such as ExxonMobil, Chevron, BP, and Shell immediately saw a plunge. The market logic is straightforward: geopolitical risk diminishes → downward pressure on oil prices increases → valuation of the energy sector comes under pressure.

For investors, this highlights an important rule— the linkage effect between macro political events and commodity prices is far more sensitive than expected. Whether traditional assets or crypto assets, they are difficult to be completely independent of such systemic risks. When geopolitical premiums are released, funds tend to reallocate, which also explains why paying attention to global political dynamics is so crucial for asset allocation.