Breaking Recap: The Changing Situation in Venezuela and the Crypto Financial Game

This news is not just about geopolitical conflict but also reveals the clash between traditional energy dominance and crypto financial infrastructure. The political changes and oil investment plans in Venezuela suggest the potential collapse of the US dollar system.

Layer One: The Paradox of US Trade and Investment

On one hand, Trump emphasizes that the oil embargo remains effective, while on the other hand, he allows American oil giants to invest in Venezuela. This contradictory strategy aims to redefine the trading foundation of energy assets.

• The embargo targets the old regime: transactions cannot be conducted through traditional systems

• Investment is aimed at the new regime: US companies will sign agreements with the transitional government

This appears to be a forced push towards real asset tokenization. The US may support the onboarding of oil assets onto the blockchain through force, bypassing the traditional US dollar settlement system.

Layer Two: Market Impact — Why Did Bitcoin Not Rise but Fall?

Venezuelan unrest did not boost Bitcoin as a safe haven; instead, it exposed market vulnerabilities.

• Liquidity shortage: Most ETH are held long-term and cannot form buy-side pressure

• Geopolitical risk failure: The correlation between Bitcoin and traditional assets has changed, weakening its function as a safe haven

• Policy risk: The US may accelerate regulation of energy tokens, threatening Bitcoin’s stability

Recommendation: Reduce contract positions and increase spot investments to lower risk.

Layer Three: Development of Crypto Assets — Moving Toward Industrialization

The combination of stablecoins and real-world assets will become a trend, especially under the influence of the Venezuela situation.

• Stablecoins can play a key role in energy settlement

• The strategic value of on-chain payments is increasingly evident

• Privacy coins may face regulatory challenges in the future

For crypto investors, understanding these trends and policy developments is crucial.

Conclusion and Action: Investment Strategies in a Complex Situation

Short-term: Avoid contracts, maintain spot investments in BTC and ETH.

Mid-term: Invest in compliant stablecoins and infrastructure tokens.

Long-term: Pay attention to regulatory changes for privacy coins. If strictly controlled, they may present the best investment opportunities.

Interactive Topic Discussion: If the US restricts Venezuela’s oil transactions, how will it affect your current investment decisions?

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