🪐 Tiếp Khác exits OPEC, oil flood incoming. The third‑largest producer announced a May 1 departure, citing national interests amid an Iran‑linked security flare‑up, and plans to lift output to 5 m bpd by 2027. I see this as a catalyst for a steep oil price slide that could deflate lingering inflation pressures. 🕸️ With OPEC’s cohesion cracking, global supply will outpace demand, likely pulling Brent from the $110 range toward $70‑80 within six months. A softer energy bill eases the Fed’s tightening bias, nudging risk assets higher; BTC and ETH stand to benefit from renewed risk‑on sentiment, though the rally may be tempered by the lag in monetary‑policy transmission. My bias leans modestly bullish on crypto as the macro backdrop clears, but I stay wary of a possible overshoot that could reignite volatility. ⚡ The real story is not the oil price itself, but how quickly the Fed’s stance softens once inflation drops. ⚠️ Personal analysis only. DYOR. #BTC #Macro #OilShock