Arthur Hayes: US "Colonization" of Venezuela Will Drive BTC Surge

Odaily News Arthur Hayes pointed out in his latest long-form article "Suavemente" that the US's geopolitical action of "detaining" Maduro and effectively controlling Venezuela's oil resources aims to lower oil prices, curb inflation, and provide President Trump with room for continued loose monetary and fiscal expansion, thereby maintaining voter support in the midterm elections. He believes that in an environment of "money printing stimulus + controlled energy prices," rising nominal GDP will push up risk assets, especially inflation-resistant assets like Bitcoin. He clearly stated: one should currently "go long on BTC and quality crypto assets." Maelstrom is almost fully positioned heading into 2026 and is bullish on the privacy narrative sector (e.g., ZEC) becoming the next main theme.