#地缘政治风险 Over twenty years of navigating this market, I've seen too many "black swan" events. But the arrest of Maduro is unusual.

The $17.3 trillion Venezuelan oil reserves changed hands overnight, and this is not just a simple geopolitical conflict but a systemic power restructuring. Remember the 2008 financial crisis? Back then, we saw liquidity drying up. This time, we are witnessing a reshaping of the entire energy and financial system— the era of "petrodollars" is truly coming to an end, replaced by a "tech dollar" hegemony tied to the AI industry.

Power shortages in Silicon Valley have always been a hidden risk. Now, the US directly secures energy from the largest oil reserve in the Western Hemisphere. What does this mean? It means technological barriers will further widen, and the dollar's credit foundation is being reinforced.

Interestingly, Bitcoin's performance in this storm has been notable. From 89,300 to currently stabilizing around $90,000, the market logic is clear—when physical assets can be forcibly seized, and presidents can be taken away, any tangible wealth is no longer safe. Code and keys have become the last fortress.

I've seen the collapse of the Bretton Woods system in the 1970s, the Middle Eastern color revolutions in 2011, and now I see the energy geopolitical reshuffle in 2026. Every major power shift has spawned new asset hedging logic. This time, the difference is that the hedging vehicle is no longer gold or US bonds, but those things that no force can freeze.

Oil futures market opens tomorrow, which is indeed a critical point. But the real consideration window is the next 72 hours—this period is enough for everyone to reconsider where their assets truly belong.