🔥 VENEZUELA & KHO BTC NGẦM: RỦI RO ĐỊA CHÍNH HAY CÚ SỐC NGUỒN CUNG?
According to many on-chain analyses and macroeconomic fund flows, Venezuela may be holding an enormous, previously undisclosed amount of BTC and USDT, ranging from 600,000 to 660,000 BTC (≈ $56–67 billion), equivalent to a strategy or BlackRock.
The origin is speculated to come from three main channels:
– 2018–2020: Gold-to-BTC exchange when sanctions were imposed, estimated at ~$2B at a price of ~$5K/BTC.
– 2023–2025: Oil exports exchanged for USDT, then USDT used to buy BTC, totaling ~$10–15B.
– 2023–2024: Confiscation from mining activities and internal controls, ~$500M.
The key point lies in geopolitics. If the U.S. gains control (through legal agreements or asset freezes), the most likely scenario is not a fire sale, but freezing or placing the assets into a strategic reserve.
➡️ This means the circulating supply of BTC will continue to be withdrawn from the market.
➡️ Short-term volatility may occur due to news, but medium to long-term effects are positive for prices.
The market isn't just looking at charts. It's pricing in BTC ownership held by nations. And the Venezuela story could be the next missing piece.