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Oil, Insiders, and the Fog of War: How I’m Trading This Geopolitically-Driven Market
0xAnn6 min read·Just now--
Originally published at https://annscrypto.substack.com on March 30, 2026. I now share all new content there — subscribe to stay up to date.
What is trading even about these days?
Especially in crypto, it feels like we’ve entered uncharted territory, a market phase unlike anything we’ve seen before.
I like to joke that I’ve forgotten what previous crypto bear markets felt like. It’s a statement on how eventful the current one is by comparison. Sure, we had the FTX collapse last cycle, but stacked against today’s threat of WW3, what Sam Bankman-Fried did feels almost quaint in comparison.
Regardless, no matter which bear market you find yourself in, the most important thing for individual traders is learning how to navigate it. So how am I doing it right now?
Oil Prices
It’s all about oil.
Right now, I have OIL sitting alongside BTC and ETH on my watchlist. Not even SPX feels as critical.
If you’ve been following geopolitical developments, you already know why oil is important.
It’s the key lever in the US-Iran standoff. One side restricts passage through the Strait of Hormuz to drive prices up…
