Arthur Hayes: US 'colonization' of Venezuela will drive BTC to skyrocket

Comparing news, Arthur Hayes pointed out in the latest long article “Suavemente” that America's geopolitical act of “arresting” Maduro and actually controlling Venezuela's oil resources was aimed at lowering oil prices, curbing inflation, and providing President Trump with room for continued monetary easing and fiscal expansion, thus maintaining voter support during the midterm elections. He believes that in an environment where “banknote printing is stimulated and energy prices are controlled,” a rise in nominal GDP will drive up risky assets, especially anti-inflationary assets such as Bitcoin. He made it clear: “go long on BTC and high-quality crypto assets”. Maelstrom has almost fully entered 2026, and he is optimistic that the privacy narrative sector (such as ZEC) will become the main line in the next round.