Trump has caused a big stir again! Recently, he caused a geopolitical upheaval in Venezuela, followed by the announcement to sell 50 million barrels of Venezuelan oil, which, at current prices, amounts to nearly $2.95 billion, directly hitting the market. Many crypto enthusiasts saw this news and their first reaction was: Trump selling oil, what does that have to do with my Bitcoin?
That's a good question. Let's look at it from a different perspective—Trump's move may not necessarily be bad for Bitcoin.
**Why would oil policies shake the crypto world? The answer is two words: uncertainty.** Bitcoin's biggest fear isn't volatility; rather, it's negative news that comes with certainty. Trump's "oil card" directly pushes the global geopolitical uncertainty to its peak. At this point, crypto assets begin to have organic opportunities.
Looking back at historical data, you'll understand. When related events with Maduro heated up last time, oil futures plummeted to a four-year low, but Bitcoin instead rose for four consecutive days, with institutional funds entering the market—BlackRock's Bitcoin ETF saw its largest weekly net inflow in three months. The logic behind this isn't complicated: when traditional safe-haven assets like the dollar and oil lose stability due to policy fluctuations, investors start to consider Bitcoin, a decentralized asset not controlled by any single country, as a more reliable "store of value."
Digging deeper into the capital side, what does this $2.95 billion liquidity injection mean? Essentially, it injects a wave of uncertainty into the market. This uncertainty drives risk capital to seek new allocation directions, and because of its inherent safe-haven properties, crypto assets often become the target for this reallocation of funds.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
8 Likes
Reward
8
3
Repost
Share
Comment
0/400
ApeWithNoChain
· 9h ago
Wait, so the Federal Reserve messes around, Trump sells recklessly, and in the end, Bitcoin is the cheap one? This logic feels a bit mysterious to me...
View OriginalReply0
GasFeeSobber
· 9h ago
Damn, geopolitical tensions are stirring up again. This time, the crypto world has another opportunity.
Uncertainty is actually Bitcoin's window of opportunity, truly amazing.
The US dollar is unstable, so the coins are stable—this logic I buy.
Investing 2.95 billion, institutions should be buying the dip in Bitcoin again, right?
Traditional safe-haven assets are underperforming, no wonder everyone is shifting to crypto.
Trump's move directly sent a gift package to the crypto world.
Historical data shows that during geopolitical chaos, Bitcoin actually takes off.
Reallocating funds, the first choice still has to be Bitcoin.
View OriginalReply0
ZeroRushCaptain
· 9h ago
Coming back with the same story? Geopolitics, safe-haven assets, capital reallocation... I was also cut like this back in the day. As a result, a retracement halved my position, and now I'm still trying to bottom out, unable to turn back.
Trump has caused a big stir again! Recently, he caused a geopolitical upheaval in Venezuela, followed by the announcement to sell 50 million barrels of Venezuelan oil, which, at current prices, amounts to nearly $2.95 billion, directly hitting the market. Many crypto enthusiasts saw this news and their first reaction was: Trump selling oil, what does that have to do with my Bitcoin?
That's a good question. Let's look at it from a different perspective—Trump's move may not necessarily be bad for Bitcoin.
**Why would oil policies shake the crypto world? The answer is two words: uncertainty.** Bitcoin's biggest fear isn't volatility; rather, it's negative news that comes with certainty. Trump's "oil card" directly pushes the global geopolitical uncertainty to its peak. At this point, crypto assets begin to have organic opportunities.
Looking back at historical data, you'll understand. When related events with Maduro heated up last time, oil futures plummeted to a four-year low, but Bitcoin instead rose for four consecutive days, with institutional funds entering the market—BlackRock's Bitcoin ETF saw its largest weekly net inflow in three months. The logic behind this isn't complicated: when traditional safe-haven assets like the dollar and oil lose stability due to policy fluctuations, investors start to consider Bitcoin, a decentralized asset not controlled by any single country, as a more reliable "store of value."
Digging deeper into the capital side, what does this $2.95 billion liquidity injection mean? Essentially, it injects a wave of uncertainty into the market. This uncertainty drives risk capital to seek new allocation directions, and because of its inherent safe-haven properties, crypto assets often become the target for this reallocation of funds.