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

According to ChainCatcher, Maelstrom founder Arthur Hayes pointed out in his latest article "Suavemente" that the United States' "detention" of Maduro and its de facto control over Venezuela's oil resources are geopolitical actions aimed at suppressing oil prices and curbing inflation. This is intended to provide President Trump with continued room for 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," nominal GDP growth will drive up risk assets, especially inflation-resistant assets such as bitcoin. He explicitly stated: currently, one should "go long on BTC and high-quality crypto assets." Maelstrom is already almost fully invested through 2026, and he is optimistic about the privacy narrative sector (such as ZEC) becoming the main theme of the next cycle.