RJ Hamster
Was the Venezuela Operation more about Bitcoin than Oil?
| Forwarded this email? Subscribe here for moreWas the Venezuela Operation more about Bitcoin than Oil?There is one theory that keeps popping up around the wires… What if the Venezuela operation was also a Bitcoin raid?THE CRYPTO ALARMJAN 8 READ IN APP I’d been away for the weekend when my X.com feed lit up like a Christmas tree…The memes were incredible (some far too wild to post here). But it was this image that summed up the situation best and will leave an indelible mark in the history books.I believe the Nike tracksuit was sold out within hours of this getting posted.Anyway, in the days that have followed, we’ve seen that the capture of Maduro has shaken up global oil and gas markets, defence, and even the Venezuelan stock market was up around 70% in a day off the back of all this.The X.com ‘experts’ have gone from Ukraine/Russia experts, to Israel/Palestine experts, and amazingly, they’re all now Venezuelan economics and geopolitics experts too.Incredible stuff…In any view, opinions on all this are a dime a dozen. And it’s also clear this is a complex situation that revolves around oil, geopolitical sabre rattling, and a healthy dose of, ‘I really have no idea because it’s the U.S. government, CIA, NSA, FBI, and all the other acronyms.’However, there is one theory that keeps popping up around the wires…What if the Venezuela operation was also a Bitcoin raid?A new memecoin just triggered our analysts’ preferred early signalsAfter analyzing hundreds of projects, our team has pinpointed the early-stage traits often present before major memecoin moves. Their newest discovery is showing the same setup—strong community traction, rising volume patterns, and compelling utility. See why it’s now their top pick.See why this newly identified memecoin is now ranked as our analysts’ #1 pick‘Budget Neutral’ Backed by B2sBack in March 2025, Trump signed the Executive Order establishing the Strategic Bitcoin Reserve.Then, as details emerged as to how this would shape up, we came to learn it would be capitalized with Bitcoin already held by the government, specifically BTC that was finally forfeited via criminal/civil asset forfeiture (and certain penalties).Then we heard from Treasury and the Department of Commerce that the only way more would be added would be through ‘budget-neutral’ strategies to acquire more BTC.Now, budget neutral for a government that is abhorrently adding to its debt pile every second, chock-full of wastage and runs a mean old deficit, leans towards the inevitability of no more Bitcoin getting added to the SBR.But that depends on your definition of budget neutral now, doesn’t it?You see, what if budget neutral really means something like this…So, in practice, ‘budget neutral’ can mean getting more Bitcoin without having to really spend any money. Or ‘happening’ to get more Bitcoin while in the process of doing something else… like capturing a dictator and locking down the world’s largest oil supply.In the last few days, a bunch of outlets have circulated claims that Venezuela may have held a large, undisclosed Bitcoin stash, sometimes framed as a ‘shadow reserve’ possibly worth tens of billions.We don’t know fully yet that’s the case. But the assumptions would be fair. Looking to evade sanctions, or to deal with U.S. adversaries in a not-so-obvious way? Then yes, Bitcoin would be something I’m sure any reasonable-minded dictator would have considered or even implemented on a mass scale.We will Know Sooner or LaterAdmittedly, provable evidence is thin, and publicly tracked official holdings look far smaller.Still, the logic of the rumor isn’t crazy.Venezuela lived under sanctions pressure for years, it experimented with crypto-adjacent systems, and it became a case study in what happens when a state needs money that can move outside traditional pathways.That’s the environment where hidden BTC accumulation, whether by state actors or regime-linked networks, becomes plausible.And if even a fraction of those rumors were true, that’s not just a corruption story; the whole thing suddenly looks beneficial to the Administration on multiple fronts.And eventually we will know for sure, because the SBR either gets a healthy addition in the coming weeks and months… or not.So yes, Venezuela can be about oil.But it can also be about the U.S. discovering that the fastest way to become a Bitcoin superpower isn’t buying on Coinbase, it’s capturing sovereign crypto war chests when regimes fall.That’s the kind of ‘budget neutral’ that can win votes and keep the crypto brethren appeased.Trust in crypto, Adam AtlanticThe Crypto Alarm is free today. But if you enjoyed this post, you can tell The Crypto Alarm that their writing is valuable by pledging a future subscription. You won’t be charged unless they enable payments.Pledge your support LIKECOMMENTRESTACK © 2026 The Crypto Alarm 6815 Biscayne Blvd Ste 103, Miami, FL 33138 USA Unsubscribe |
