Arthur Hayes: US "colonization" of Venezuela will drive a surge in Bitcoin prices.

PANews reported on January 6th that Maelstrom founder Arthur Hayes, in his latest long article "Suavemente," pointed out that the US's geopolitical actions of "detaining" Maduro and effectively controlling Venezuela's oil resources are aimed at lowering oil prices, curbing inflation, and providing President Trump with room for continued 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," rising nominal GDP will push up risky assets, especially inflation-hedging assets such as Bitcoin. He explicitly stated that the current strategy should be to "go long on BTC and high-quality crypto assets," and Maelstrom is almost fully invested in 2026, favoring privacy narrative sectors (such as ZEC) as the next major theme.