Attention to Venezuela as a hidden trigger 💵 the new pricing of gold, Bitcoin, and the debt that could reorder global markets.
When investments begin in #venezuela , the media focus will be on oil 💰. That will be the smokescreen. The real catalyst is not in the barrels, but in the hard assets 💵 that the market is already beginning to anticipate.
Those who analyze coldly understand: Venezuela's gold reserves, valued at 21.8 billion dollars — the largest in Ibero-America — are the immediate tool. It is not a political turn, it is a pricing decision. A controlled rise in gold 📈 would allow for reserves to be liquidated, generate quick liquidity, and finance a transition in a disordered country. Washington understands this, and the markets discount it before it happens.
Oil takes a backseat ⛽️. With a production of 0.7 million barrels per day and costs close to 25 dollars per barrel, it does not move the global equilibrium. Raising production to 2 mbd would require between 35 and 40 billion dollars, a figure that no oil company will assume alone. Coltan, despite being estimated at 100 billion, remains trapped between criminality, lack of certification, and nonexistent infrastructure: potential value, not immediate liquidity.
The real knot is the debt ⚖️: 160 billion dollars, 200% of GDP. China, with 60 billion, watches like a patient dragon 🐉. A renegotiation under a new Trump administration would reprice that debt due to risk and geopolitics, draining about 40 billion of global liquidity into the real economy.
In parallel, $ETH , $BNB and $BTC break the pattern 🔗. Holding #bitcoin above 90,000 dollars, it enters a bullish phase towards 100,000, already assumed as institutional refuge. The message is clear: when liquidity tightens, capital migrates. Venezuela does not rescue the system, but rather the anticipated news.