After making money from crypto, Coinbase co-founder Fred Ehrsam went to Venezuela to drill for oil. His company, Primavera, just secured an oil field development contract, while traditional giants like ExxonMobil and ConocoPhillips are still on the sidelines. Ehrsam is betting on both oil and the political window of opportunity as Venezuela reopens. Similar capital flows are increasing: Tether is buying farms and energy assets, and Arthur Hayes is investing in gold, copper, uranium, and oil.