You’re nursing your morning brew when the feeds explode, Trump unleashes a US blitz on Venezuela, nabs Maduro and his wife like extras in a low-budget action flick.
Oil and gas prices? They tank harder than a gambler at dawn, natural gas dives 6% in 15 minutes, crude dips below $57 a barrel, levels not sniffed since 2021.
Geopolitical fireworks usually spike energy costs, but this? Markets smell flood incoming.
„The market is never wrong”
Cue President Trump’s victory lap on Truth Social, massive military op, January 3 style. His blueprint?
Flood the joint with Yankee oil giants, Exxon, Chevron, the behemoths, to pump billions into crumbling rigs, crank production, and rake profits for “the country.”
Venezuela’s sitting on the world’s fattest proven oil reserves, nearly 20% of global stash, plus 200 trillion cubic feet of untapped natural gas.
Kobeissi Letter nails the vibe, saying that US takeover means supply surge, not squeeze. “The market is never wrong,” they crow on X.
There it is:
Natural gas prices are now down -6% just 15 minutes after futures opened for the first time since Maduro was captured.
And, oil prices are back below $57/barrel and nearing their lowest levels since 2021.
In just about ALL major escalations of geopolitical… pic.twitter.com/LnOesRUiWm
— The Kobeissi Letter (@KobeissiLetter) January 4, 2026
Capital rotation into gold, silver, and Bitcoin
Energy traders pivot like pros dodging paparazzi. Oil prices plummet on Venezuela oil reserves hype, but here’s the sassy twist lighting up crypto dens.
Experts say that liquidity whirlpool sucks cash into safe havens.
Analyst Eric Fung whispers sweet rotations, gold, silver, then Bitcoin and Ethereum lap up the scraps as capital flees fiat follies.
If Venezuela oil supply increases in the markets, supply increase, prices goes down
Then more likely traders & private equity put money in other assets, such as gold and silver, of course there is Bitcoin and Ethereum
Will this push back up everything but oil price (good for… https://t.co/0xbMSj4SjL pic.twitter.com/K5TH8aGNwB
— EricF (@EricCLFung) January 4, 2026
Fiat’s a puppet of state muscle, eroding dollar faith amid seizures and saber-rattles. Bitcoin?
The ultimate middle finger, seizure-proof, sovereign-free rocket fuel. Demand spikes, prices moon during chaos.
Some says even Venezuela’s rumored BTC hoard, if Uncle Sam swipes it, flips into a long-term supply shock favoring bulls.
Bitcoin as the chaos hedge
Critics snort from the sidelines. Venezuelan heavy crude? A ghost story, like Mt. Gox’s dusty Bitcoin pile.
Production crawls, choked by busted pipes and political quicksand. Markets shrug it off as sentiment smoke, not real barrels.
“Unknown when it’ll gush,” one watcher gripes on X. “More psy-op than pump.”
I am not the biggest macro guru but Venezuelan heavy crude = mtgox BTC supply.
It is literally unknown how/when it will hit the market with a significantly higher production/day rate, considering it takes time to build efficient systems.
It is more likely to be used as an… pic.twitter.com/S3y53HYgec
— BAMBAM (@BAMBAMTHECHONK) January 5, 2026
So, the common view now is that the US grip on $17 trillion Venezuela oil drowns energy bets, boosting Bitcoin as the chaos hedge.
Fiat fragility exposed, digital gold beckons. Oil giants rebuild empires, and BTC rides the wave.
Markets gamble wild, the only question now is will the flood hold, or wash out in red tape?
Disclosure:This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.
Kriptoworld.com accepts no liability for any errors in the articles or for any financial loss resulting from incorrect information.
Cryptocurrency and Web3 expert, founder of Kriptoworld
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With years of experience covering the blockchain space, András delivers insightful reporting on DeFi, tokenization, altcoins, and crypto regulations shaping the digital economy.
📅 Published: January 7, 2026 • 🕓 Last updated: January 7, 2026
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