Large-scale oil and gas discoveries reappear in Texas, USA—adding 16 billion barrels of new oil production capacity. Such major breakthroughs in energy supply often influence the global commodity price system. From the perspective of the crypto market, increased oil supply may ease energy cost pressures, positively impact mining profitability, and also reflect deep changes in the global energy landscape. A decline in energy costs is usually accompanied by adjustments in inflation expectations, which in turn affect macro liquidity and asset allocation directions. It is worth paying attention to how these fundamental energy data shape market cycles in the long term.