Watching $NATGAS impact on energy-adjacent stablecoin flows

That little bounce on $NATGAS today, hitting 2.773, isn't huge in isolation, but coming on the back of recent CPI data that didn't entirely quash inflation fears, it's something I'm watching for secondary effects. Higher or even just volatile energy prices could put renewed pressure on operational costs for industrial-scale blockchain operations, especially those not vertically integrated. This subtly shifts the calculus for certain institutional players using stablecoins for cross-border treasury or supplier payments in energy-intensive sectors. Are we going to see a flight to even more liquid stablecoin pairs for settlement if energy price volatility picks up, or will the volume simply decrease as margins get squeezed? Curious how others are seeing this potential second-order effect on stablecoin utility, particularly for supply chain finance solutions that were already on thin margins.