Arthur Hayes：Mỹ “thực dân hóa” Venezuela sẽ thúc đẩy BTC tăng vọt

Odaily Planet Daily News: Arthur Hayes pointed out in his latest long article “Suavemente” that the US geopolitical move to “detain” Maduro and effectively control Venezuela’s oil resources aims to suppress oil prices, contain inflation, and provide space for President Trump’s continued monetary easing and fiscal expansion, thereby maintaining voter support in midterm elections. He believes that in an environment of “printing money stimulus + controlled energy prices,” rising nominal GDP will push up risk assets, especially inflation-resistant assets like Bitcoin. He explicitly stated: currently should “go long BTC and quality crypto assets,” Maelstrom has nearly reached full position entering 2026, and is optimistic about the privacy narrative sector (such as ZEC) becoming the main theme of the next round.