kakaIrfan

Everyone is talking about oil, Gold and silver, but the crypto market will benefit the most from it.
Let me tell you why:

The US-Venezuela event did not increase fear, it reduced uncertainty.
Markets react very differently to long conflicts vs. fast-resolved events.

In long conflicts (like Russia–Ukraine):
• Sanctions spread
• Trade routes get disrupted
• Energy supply becomes uncertain
• Fear stays high for months or years

That kind of environment pushes money into gold and silver.
This situation was the opposite.
The US acted fast.
Control was established immediately. There is no ongoing war.

Because uncertainty ended quickly, markets did not enter into panic mode.

You can see that clearly in price action.

Bitcoin did not crash.

That tells you investors are not rushing into safety.

Now let's take a look at different assets and how they could react next.

Starting with oil, Venezuela does have very large oil reserves, but oil production is not instant.

To bring meaningful oil supply into the market:

• It will take years, not months
• Spending could be from $30B-$50B

So there is no short-term increase in oil supply, which means oil won't experience much impact.

Talking about Gold and silver, they like fear and uncertainty. This event removed fear instead of creating it.

At the same time, precious metals already face pressure:

• CME is raising margins
• Momentum is fading into the new year

So gold and silver will most likely not get a strong bid here.

But crypto and stocks will do good.

Risk assets move higher when:

• Fear drops
• Liquidity stays available
• Growth expectations remain intact

That is exactly the setup now.

Crypto already entered 2026 with positive internal signals:

• People who sold in December for tax reasons are buying back
• Altcoins are stabilizing after long underperformance
• Bitcoin and several alts have broken multi-month downtrends
Now adding:

• More regulatory clarity for crypto in 2026
• Possible approval of Clarity Act in Q1 2026
• ETH staking and Altcoin ETFs approval

2026 is looking good for the crypto market here.

As I said before, if uncertainty gets low, crypto will be the fastest horse.