According to The Kobeissi Letter, estimates indicate that only 6.5-7.5 million barrels per day of oil production can be rerouted via pipelines, resulting in an approximate 65 percent production drop or about 13 percent of global supply. Prolonged closures could push oil prices to $150-$200 per barrel (Source: The Kobeissi Letter, June 22, 2025). Such a sharp spike in oil prices historically leads to increased volatility in cryptocurrency markets as investors seek alternative assets like BTC and ETH, and could potentially drive inflows into digital assets as hedges against inflation and macroeconomic uncertainty.