2026-01-06 03:22:42

Geopolitical upheaval brings new variables to the oil market. According to reports, the Venezuelan opposition has proposed a strategic adjustment to strengthen cooperation with the United States and democratic countries. Behind this move lies significant economic interests—Venezuela possesses the world's largest oil reserves of 3,030 billion barrels, with a market valuation of $17 trillion. Once the geopolitical landscape is reshaped, global oil prices are bound to come under pressure.

More notably, capital flows are worth paying attention to. As U.S. companies begin to rush into the region for infrastructure development, shares of petrochemical giants and pipeline companies are rising. Meanwhile, amid the rotation of traditional financial assets, some funds have already started flowing into crypto assets—perhaps signaling a new round of market re-pricing driven by this geopolitical shift.

ETH and BTC, as representatives of risk assets, are highly sensitive to changes in macro liquidity. Shifts in energy geopolitics often trigger revaluation of commodity prices, which in turn affects global liquidity allocation. The confrontation with anti-American factions contrasted with the influx of Western capital may increase demand for safe-haven assets, further fueling enthusiasm for crypto asset allocation.

A historic geopolitical shift is unfolding as capital re-prices risk assets. Whether in traditional energy stocks or digital assets, this round of geopolitical game-playing warrants close attention.

ETH-1,61%

BTC-1,09%

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MissedTheBoat

· 01-09 00:31

Wait, does this logic hold? Falling oil prices are putting pressure on, but are they actually boosting cryptocurrencies?

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RugpullAlertOfficer

· 01-08 14:05

Wait, will capital really foolishly flow into crypto, or is this just another story of cutting leeks?

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BoredApeResistance

· 01-06 03:52

Damn, yet another money-raising story. Capital really knows how to spin tales. Big capital is moving, and retail investors are still guessing. The oil sector, in the end, the ones who lose out are the small investors. This logical chain is way too long; there are quite a few believers. Wait, will this really cause a market crash? I'm curious to see the follow-up on capital flow into crypto. Both geopolitics and liquidity are involved; after all, it still depends on the Federal Reserve's stance. They're playing chess, and we're watching the game. The difference is huge. No matter how well this macro narrative is told, in the end, it's the big players who cut the leeks.

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BackrowObserver

· 01-06 03:49

Damn, is it geopolitical politics again to pump coins? Why do I feel like it's always the same routine... Wait, 17 trillion? Then it has to take off? Capital is really smart, they are all starting to flow into crypto. What's the point of traditional stocks? This time oil prices really need to fall, otherwise how can it be called pressure? Is our bottom-fishing opportunity coming? Geopolitical situations change daily, the crypto world is exploding every day. I just want to ask, can it be stable... Another big story, large funds are starting to allocate to cryptocurrencies. Is there a chance for ETH this time?

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LiquidatedThrice

· 01-06 03:49

Bankrupted three times but still analyzing macro, it really is me... --- When oil prices drop, big funds rush into the crypto space. I've seen this pattern too many times. --- 17 trillion? Oh my god, just go all in on BTC. --- It's energy, geopolitics, liquidity... Basically, it's betting on the devaluation of the dollar. --- Venezuela's move feels like it will be repeatedly exploited by capital, classic script. --- S&P stocks rise, and cryptocurrencies rise too. Is this a bet on uncertainty or genuine optimism? --- As long as the US acts, funds will inevitably flow into safe-haven assets. How much can we trust this time? --- A historic shift... The last time I said this was during the Russia-Ukraine conflict, but what happened?

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FalseProfitProphet

· 01-06 03:47

Here comes the narrative of chopping leeks again; I'm tired of hearing the story that capital flows into crypto.

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ImpermanentPhobia

· 01-06 03:40

This round of geopolitical oil issues, it feels like BTC needs to eat some meat. Capital flows into crypto, this is the real signal. Wake up, everyone. A market worth 17 trillion USD, forget it, this time the world is really about to change. US companies entering the market for construction, will oil prices fall? Then can cryptocurrencies rise? Just thinking out loud. Liquidity reallocation, who isn’t rushing into safe-haven assets? Their brains must be blooming. To put it simply, the big players are quietly buying coins, while others are still studying oil prices. How will history record our actions during this major geopolitical shift?

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GweiTooHigh

· 01-06 03:30

Wait, 17 trillion? Is this number real? The crypto world needs to follow traditional finance and get some gains first.

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