On January 3, 2026, the U.S. military launched a joint raid codenamed "Absolute Resolve," successfully capturing Venezuelan President Maduro and his wife in Caracas and transporting them to New York for trial. Trump then announced that the United States would temporarily take control of the Venezuelan government until a "safe transition" is achieved, and pledged to revitalize the local oil industry.

Affected by geopolitical upheaval, Bitcoin experienced a sharp short-term fluctuation and broke through $91,000, with liquidations reaching $180 million across the network. Market rumors once claimed that Venezuela held $60 billion worth of Bitcoin, but on-chain data shows its actual holdings are only about 240 BTC. Community sentiment quickly shifted from panic to positive profit-taking, with the probability of Bitcoin surpassing $100,000 within a month rising to 38% on Polymarket.

Although the rumors may be exaggerated, the event once again highlights Bitcoin's scarcity value as an anti-censorship asset. If large on-chain holdings are discovered in the future, it could trigger a new wave of regulatory crackdowns. While U.S. sanctions remain focused on traditional oil assets, the uncertainty brought by policy shifts remains a core risk for market volatility.

Caution should be exercised regarding social media misinterpretations of large holdings, and attention should be paid to official tracking platforms and real-time on-chain data. The current geopolitical game not only rewrites the political and economic landscape of Latin America but also profoundly influences the risk pricing and long-term value logic of the crypto market. $BTC ‌#我的2026第一条帖