What was announced as a closing of the cycle this Wednesday ended up running three more days. The second round of talks between the ruling party and a sector of the opposition, with Washington’s accompaniment, will remain on the table until Friday, September 25, according to sources from the opposition delegation. The setting is again the Gran Meliá Caracas hotel—the same venue where the first stage of the process took place.

At PitbullChain, we don’t look at this kind of news as a mere political headline. For those who operate with USDT, get paid in foreign currency, or move digital bolívares every day, each extension, each announcement, and each silence from the negotiation table translates into something concrete: exchange-rate volatility, wider spreads on P2P, and liquidity decisions made with a tight stomach.

📊 An extension that the FX market had already been discounting

The parties had said that the second cycle would close on Wednesday. It didn’t. The talks are being extended and, although no details have emerged, the pattern is familiar: when there is anticipation of an agreement —or of a failure— the parallel market moves ahead. Professional traders don’t wait for the final announcement; they adjust their positions beforehand.

You can see it in the gap between the BCV’s official rate and the prices published in P2P order books. When uncertainty rises, the differential widens, USDT buy orders are pulled back, and sell orders show up with more aggressive premiums. When there are signs of easing, the market relaxes and spreads compress. This week, with the extension on the table, the market enters a cautious mode.

📈 Freedom of expression and the right to information: the focus that crypto users touch

The main focus of this round has been issues related to freedom of expression and the right to information. For the Venezuelan crypto community, this is not an abstract matter. The ability to access financial information without filters, to track reference prices, to communicate through channels like Telegram or WhatsApp, and to operate on P2P platforms depends, to a large extent, on whether there is an environment where data flow is not blocked or conditioned.

Every time access to information is discussed, the fintech ecosystem is watching closely. Trader communities that share rates, liquidity alerts, and price references work like an informal infrastructure that supports much of the parallel market. If those channels tighten, the cost of operating increases —and so does the spread.

🔎 The TSJ and the rules of the game: why it matters for fintech and digital banking

Beyond the communications axis, the delegations moved forward on points inherited from the first cycle, including the renewal of all justices of the Supreme Court of Justice, a formal process that began on September 18 and could take weeks. For the banking sector and digital payment platforms, the composition of the highest court is not a minor detail: from there come decisions that end up defining how contracts are interpreted, what happens with frozen accounts, and what real room exchanges and payment gateways have to operate without surprises.

Venezuelan banks, which in recent years have been laying down digital tracks for instant transfers and payments in bolivars, operate in a regulatory limbo that shifts with each ruling. A renewed TSJ could mean clearer rules or, on the contrary, an even more opaque transition period. In either scenario, the P2P market adapts quickly —that’s what it has always done.

💰 Gold reserves and the specter of dollar liquidity

One of the points that has generated the most noise outside is the possible transfer of gold reserves deposited in the Bank of England, valued at around $4 billion, to the New York Federal Reserve, in order to address the consequences of the earthquakes from last June 24. The information was originally published by the Financial Times and has fueled all kinds of interpretations.

📖 Read the full article: https://pitbullchain.com/noticias/dialogo-gobierno-oposicion-se-estira-hasta-el-viernes-que-mirar-en-el-p2p-827465

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📊 Live rates and analysis at https://pitbullchain.com

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