forces, and elite loyalty under sanctions. Something was filling that gap.

The numbers floating around are 600k+ BTC. Officially confirmed holdings are tiny. That’s exactly what you’d expect if the goal is secrecy.

Now look at the timing.

The US is openly discussing a Strategic Bitcoin Reserve. That conversation didn’t exist a few years ago.

But you can’t announce state-level BTC accumulation before you accumulate. The moment the US officially says “we are buying BTC,” every major power reacts. Price explodes. Others front-run.

So you don’t buy. You seize.

The US already controls ~198k BTC from law enforcement seizures. That’s public.

If the US seizes Venezuela’s BTC reserves under criminal charges and regime change justification, they instantly become the largest known holder of Bitcoin after Satoshi.

Trump literally said the US will “manage” Venezuela and extract value from underground resources.

Oil matters, yes.
But oil is liquid, replaceable, and already priced.

This is also why China and Russia will not ignore this.

China was buying up to 80% of Venezuelan oil. More importantly, China watches how the US treats alternative monetary systems. If BTC reserves can be neutralized by force, that changes how states think about custody and sovereignty.

Now about markets:

Short term: geopolitical shock = risk-off. Crypto sells with equities.

Medium term: trust erosion in the dollar system accelerates. That’s bullish for BTC.

If Trump gets impeached, markets get volatility. Political instability always does. But the precedent stays: Bitcoin is important enough for states to fight over.

If Trump doesn’t get impeached, the message is even clearer: the US is willing to use force to secure strategic crypto advantage.

Either way, Bitcoin isn’t going away from state balance sheets. It’s moving deeper into them

#特朗普突襲委內瑞拉 $ETH