Arthur Hayes: US colonization of Venezuela will drive BTC boom one ⃣ Venezuelan President Maduro was "invited" by Trump from a plane to New York. Will this cause the price of Bitcoin to rise or fall? two ⃣ Arthur Hayes' new article makes the answer very clear. The most urgent things for Trump now are the 2026 midterm elections and the 2028 election. The Republican Party is lagging behind in polls, and he must make the middle voters feel that he has become wealthy. How to do it? Vigorously printing money to stimulate nominal GDP and make asset prices soar. three ⃣ The inflation that American voters fear the most is food and energy, especially gasoline prices. In a country with almost no public transportation, oil prices are the vote killer. So Trump directly "colonized" Venezuela, the country with the world's largest proven oil reserves, in order to pump more oil and lower oil prices. four ⃣ The perfect script is: The nominal GDP has grown significantly, while oil prices remain stable or even decline. This way, voters will be happy, the Republican Party will hold onto Congress, Trump will continue to hold power, and the printing press will be able to run at full capacity. five ⃣ Why does Bitcoin benefit the most? Firstly, the excessive liquidity of the US dollar will directly push up the prices of hard currencies. Secondly, low oil prices allow politicians to boost the economy without worrying about sudden braking. Finally, Bitcoin is the purest abstraction of energy currency, and the impact of oil price fluctuations on miner costs is symmetrical, with the key being the printing power. six ⃣ Conversely, if oil prices spiral out of control and skyrocket, the 10-year US Treasury yield approaches 5%, the MOVE index explodes, leveraged liquidation occurs, politicians are forced to tighten liquidity, and risky assets suffer. But now the market believes that the United States can quickly restore Venezuela's production, and oil prices are likely to be suppressed. seven ⃣ Hayes' conclusion hit the nail on the head: Trump is the most socialist president since Roosevelt, and he will spare no effort to print money for re-election and partisan re-election. Buffalo Bill Bessent、 Congressional deficit spending and the Federal Reserve's bond buying strategy, which began in 2008, will only accelerate. eight ⃣ Hayes shouted: Buy. Long BTC, long privacy coins (such as ZEC), long Shitcoin with clear narrative. Just keep an eye on the oil price chart, US Treasury yields, and MOVE index, because Trump will also keep an eye on these. Link: http://cryptohayes. (substack.com)/p/suavemente