According to the latest report by The Wall Street Journal, the Trump administration has recently been actively pushing companies to invest in Venezuela’s oil industry, urging traditional giants such as ExxonMobil and ConocoPhillips to put in billions to help rebuild local oil fields. However, due to the geopolitical situation, most traditional energy conglomerates are still largely on the sidelines. Instead, Primavera, a company founded more quickly by Fred Ehrsam, a co-founder of Coinbase, which has a cross-industry angle, has already signed a production-sharing agreement with Venezuela’s national oil company.
This is quite interesting. After Washington previously took a hard line toward Venezuela, traditional energy capital remained very cautious. Yet emerging capital with backgrounds in crypto and venture capital has chosen to move in against the tide to play a high-risk, high-reward game. The speed at which this geopolitical energy restructuring progresses not only affects how Trump’s energy policy takes shape, but also directly influences expectations for shifts in the international crude oil supply landscape.
From a macro perspective, the unfreezing and development of Venezuela’s oil assets are long-term supply variables. In the short term, they may not immediately produce real output shocks to affect oil prices, but investors’ moves will influence market pricing of long-term trends in commodities. Traditional giants standing pat and new money testing the waters first reflect the current state of risk capital searching for asymmetrical opportunities between traditional and emerging areas.
For the crypto market, $BTC —and even the overall crypto space right now—is more about observing changes in cross-border capital flows and macro liquidity. Veteran figures in crypto are expanding their focus to geo-related commodities, indicating diversification in how capital is deployed. In the short term, crypto market performance will mainly continue to follow liquidity resonances. As for changes in geopolitics and commodities, it’s best to maintain an objective observation and not overinterpret them as a single-direction bullish/bearish signal.
#特朗普 #原油 #Venezuela
This is quite interesting. After Washington previously took a hard line toward Venezuela, traditional energy capital remained very cautious. Yet emerging capital with backgrounds in crypto and venture capital has chosen to move in against the tide to play a high-risk, high-reward game. The speed at which this geopolitical energy restructuring progresses not only affects how Trump’s energy policy takes shape, but also directly influences expectations for shifts in the international crude oil supply landscape.
From a macro perspective, the unfreezing and development of Venezuela’s oil assets are long-term supply variables. In the short term, they may not immediately produce real output shocks to affect oil prices, but investors’ moves will influence market pricing of long-term trends in commodities. Traditional giants standing pat and new money testing the waters first reflect the current state of risk capital searching for asymmetrical opportunities between traditional and emerging areas.
For the crypto market, $BTC —and even the overall crypto space right now—is more about observing changes in cross-border capital flows and macro liquidity. Veteran figures in crypto are expanding their focus to geo-related commodities, indicating diversification in how capital is deployed. In the short term, crypto market performance will mainly continue to follow liquidity resonances. As for changes in geopolitics and commodities, it’s best to maintain an objective observation and not overinterpret them as a single-direction bullish/bearish signal.
#特朗普 #原油 #Venezuela
