Hupzy (Spot On Chain)|Oct 11, 2026 14:25
Trump announced that Russia and Ukraine have agreed to an 𝗲𝗻𝗲𝗿𝗴𝘆 𝗰𝗲𝗮𝘀𝗲𝗳𝗶𝗿𝗲 effective immediately — the first formal de-escalation targeting energy infrastructure in the conflict. The agreement halts attacks on energy facilities on both sides.
𝗛𝘂𝗽𝘇𝘆 𝘁𝗮𝗸𝗲: An energy ceasefire is a risk-on signal for BTC through the oil-to-inflation-to-rates chain. Lower energy disruption risk points to softer oil, feeding into lower inflation expectations and less pressure on the Fed to stay hawkish. For Brent, the direct read is bearish as supply disruption risk fades. Impact scales with durability — watch whether it expands into broader de-escalation or collapses.
source: KobeissiLetter
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