No country has been spared from the economic stress triggered by ongoing geopolitical crises.

According to The Kobeissi Letter, Asian markets are now entering a structurally driven energy shock. For crypto investors, the implications extend beyond short-term volatility. Instead, what matters is how these macro shifts play out “over time,” determining whether the current dip evolves into a broader opportunity.

Notably, Japan serves as a key case study. With roughly 90% of its energy imported, rising oil prices are directly feeding into inflation. Consequently, this pressure is now showing up in bond markets, with Japan’s 10-year government bond yield climbing to 2.30%, nearing levels last seen in 1999.

So…