Understand Venezuela, Comprehend Bitcoin

The Americans now hate gold the most. If gold were only a safe haven, it wouldn’t have risen so decisively. Now, countries around the world are actively buying gold to short the dollar, which is the most direct way to price in the dollar’s decline.
After the collapse of the Bretton Woods system, gold became the biggest rival to the dollar. Because the dollar has been replacing gold’s circulation function, the two have always been inversely related. When industrial resources like silver, copper, and lithium also start rising following gold’s logic, it means the world no longer recognizes the US “credit treaty” but instead trusts the real collateral of resources.
This is why the US now must “fight to the death” by striking at Venezuela to seize its oil. Because it understands that if it cannot reassert dominance over gold and the resource camp behind it through physical assets, the dollar will become a pile of rotten mud, and dollar hegemony will cease to exist. When the oil-rich Middle Eastern countries refuse to cooperate, the petrodollar system cannot operate. The US must find a compliant and large oil reserve in its “own backyard.” Controlling Venezuela, the US has created a massive closed loop of oil and minerals in the Western Hemisphere. In the long run, this is a way of re-mortgaging the dollar with physical assets.
However, short-term impacts are also very important. The 2026 mid-term elections are crucial for Trump; losing the election would mean losing his political life! To secure votes, he needs low oil prices, a high stock market, and low interest rates. Although striking at Venezuela won’t immediately boost its oil production, it sends a signal of future oversupply in the financial markets. This can sufficiently suppress speculative funds and allow voters to see falling prices at the gas station.
At the start of 2026, the world is more surreal than a movie. When news begins circulating online that Venezuela holds $60 billion worth of Bitcoin, the consensus around decentralization, statelessness, and non-inflatable assets will evolve into a form of faith. The US, for election purposes, can forcibly cut interest rates or strike at other countries for oil. We are witnessing an era where fiat currencies are weaponized, and Bitcoin is the only survival fortress. That’s why the US wants to seize the initiative and take control of Bitcoin’s pricing power. The shift from “private speculation” to “national strategic reserve” marks Bitcoin’s official “coming of age” ceremony!