Are we entering a commodities super cycle? This question matters more than most realize, especially for crypto investors thinking beyond short-term price swings.

Historically, commodity super cycles—driven by supply constraints, geopolitical shifts, and surging demand—reshape entire market landscapes. When raw materials rally hard, inflation pressures build, central bank policies tighten, and asset allocation strategies need recalibration.

For crypto? It's nuanced. During inflationary commodity rallies, digital assets can serve as either a hedge or face headwinds depending on rate expectations. But here's the kicker: if we're truly in a new commodity cycle, it signals broader macro conditions that indirectly shape crypto valuations, liquidity flows, and institutional interest.

Worth watching the correlation plays. Your portfolio allocation might need rethinking if commodities stay strong.