Arthur Hayes: The US "colonization" of Venezuela will drive BTC to soar

The founder of Maelstrom, Arthur Hayes, pointed out in his latest article "Suavemente" that the United States' geopolitical actions to "arrest" Maduro and effectively control Venezuela's oil resources aim to lower oil prices and curb inflation, providing President Trump with ongoing space 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," the rise in nominal GDP will boost risk assets, especially inflation-resistant assets like Bitcoin. He explicitly stated that one should "go long on BTC and quality crypto assets" at present. Maelstrom is nearly fully invested heading into 2026 and is optimistic about the privacy narrative sector (such as ZEC) becoming the next main theme.