Most people read this as just another oil play. Wrong.

What's unfolding between the U.S. and Venezuela isn't a trade dispute—it's a macro liquidity reset with massive geopolitical implications.

Here's the thing: Venezuela controls roughly 17% of the world's proven oil reserves. Sitting on top of the largest deposit on the planet. But reserves alone mean nothing. Oil only matters when it flows, when it's tradeable, when it impacts global liquidity and currency dynamics.

When one of the world's largest commodity suppliers gets squeezed out of markets, you're looking at supply constraints, currency pressures, and shifting power structures. That ripples through energy markets, emerging market currencies, and ultimately shapes how liquidity moves through global financial systems—including digital assets.

This isn't about barrels. It's about who controls access to critical resources and how that reshapes the macro landscape.